What is it like to be part of our team?

More than just work

We do everything we can to encourage enthusiasm and motivation, whether it's through our range of CSR and community projects or relaxed regular social events.

You matter to us

We know how important wellbeing is both in and outside of work and we aim to support you however we can, from our cycle to work scheme to private health insurance and income protection.

Caring about your career

Your career development is invaluable to you and it's also crucial to Multrees' continued progress. So we'll enroll you with The CISI and support other professional development.

Our values

Exceeding Expectation White
Exceeding client expectations

Clients are at the heart of our business. We build our business by adding value to theirs and pride ourselves on always delivering the highest quality products and services.

Innovation White
Innovation and collaboration

Our people understand the value added for clients at every single step of the process and think laterally and creatively in applying this knowledge.

Risk White
Risk and control

Great client service and robust risk control are complementary and essential. We continually challenge our controls to ensure they mitigate risk appropriately.

Ownership And Accountability White
Ownership and accountability

Our clients look to us to make things happen. We own the process and are rigorous in ensuring it delivers what our clients want.

Locations

Edinburgh

Our operations and IT hub is located in the heart of Edinburgh's vibrant City Centre on 40 Princes Street. We have some of the best views in the capital, skimming the iconic skyline of Edinburgh which includes the famous castle. All major transport links are on our doorstep and you can hop across the road to grab a breath of fresh air in the beautiful Princes Street Gardens.

Roles based at our Edinburgh office include: IT; Change Management; Operations; Legal, Risk, Compliance and Relationship Management

Careers Location Map

London

Situated beside the iconic St Paul's Cathedral, our London office is the heart of our Sales, Marketing and Client Solutions teams. 

We're just a stone's throw away from a walk down the banks of the Thames. And the gardens surrounding St Paul's offer a brilliant place to stop and relax after picking up a bite to eat at one of the many, many lunchtime spots nearby.

Our benefits

We offer a market-competitive package of pay and employee benefits. Not only do you get a great deal from the day you join, but as you develop your career with us you also qualify for additional rewards.

Holidays Icon White
Holidays

As standard, we offer all staff 25 days per annum, plus 8 public holidays.

Income Protection Icon White
Income protection

In case you are unable to work due to long-term incapacity, you'll have income protection insurance. 

Insurance Icon White
Life assurance

We hope it will never be needed, but you will have added protection with our lump-sum life assurance benefit.

Discounts Icon White
Discounts

Save money on a wide range of purchases through our benefit partners including discounts on holidays, gyms and the cinema etc.

Pension White
Pension

Our pension is an important part of our benefits and all Multrees' employees are enrolled in our pension scheme. We'll match your contributions up to a maximum % based on length of service.

Dental White
Dental cover

We provide this simple service as a way to assist our employees in staying healthy.

Season Tickets White
Season ticket loans

We feel it's important to assist our employees where we can by helping them get to and from work.

Volunteer Time Off White
Volunteer time off

We want to give back to the community, so we offer time off for volunteering on an annual basis.

Cycle To Work White
Cycle to work scheme

We offer a salary sacrifice cycle to work scheme, where you can save money on tax and national insurance by choosing a greener way to travel to work.

Professional Membership White
Professional membership

All employees are enrolled with The Chartered Institute of Securities & Investments (CISI) and encouraged to use its resources to enhance continued professional development. We also support other relevant professional development.

Health Care White
Private health insurance

You will get comprehensive private medical insurance and access to the benefits this provides.

Senior Finance Assistant – 6 Months Fixed Term Contract

This role will be fixed term contract of 6 months to cover maternity leave and will be assisting the Finance Manager in all aspects of Multrees finances including MI reports.

Key Responsibilities:

  • Responsible for revenue, accounts receivable, accounts payable, payroll and cash forecasting and enforcing credit policy
  • Prepare quarterly VAT returns
  • Contribute to the year-end financial statements and audit processes
  • Contribute to the drawing up of budgets during the yearly budget setting process and preparing variance analysis through the year
  • Prepare and process quarter- and month-ends
  • Ensure key accounting reconciliations are performed on a timely basis and in line with standard operating procedures with review or performing bank, credit card and cash reconciliations
  • Cash management across multiple accounts and currencies and processing creditor payment runs across multiple currencies
  • Woking closely with the Finance Manager and reviewing work completed by the Accounts Assistant
  • Assist the Finance Manager in ad hoc assignments, including the preparation of statutory returns (FCA and ONS), and assisting with the collation and preparation of Management Information
  • Maintaining accurate accounting records
  • Liaising with all levels of the business, clients and suppliers
  • Enforcing Finance policies and ensuring procedures and controls followed, including assisting in the review of systems and controls, identification of more automated methods and streamlining processes where possible
  • To ensure all filling is done in a timely and accurate manner
  • To apply accounting knowledge and techniques to all areas of work, including the production of journals, routine costing and variance analysis.

 

Key Skills and Experience Required:

  • Similar accountancy experience required and preferably gained within a financial services environment
  • Ideally be studying for the AAT (Association of Accounting Technician) or equivalent
  • Fluent in MS Office Excel
  • Sage experience is essential in Sage 50 or Sage 200
  • Excellent attention to detail
  • To plan, organise and manage own workload to ensure the monthly oversight and reporting is achieved in a timely and accurate manner
  • Good organisation and administrative skills
  • To suggest changes to procedures as identified and be involved in the continuous improvement development of processes
  • Must be team player and willing to develop others to increase team and individual performance.
  • Experience in preparing financial and business information

 

The role requires a strong and demonstrable personal alignment to company values:

  • Exceeding client expectations – clients are at the heart of our business; we build our business by adding value to theirs.
  • Innovation and collaboration – our people understand the value added for clients and think laterally and creatively in applying this knowledge.
  • Ownership and accountability – we own the process and are rigorous in ensuring it delivers what our client wants.
  • Risk and control – we understand that great client service and robust risk control are complementary and essential.
To apply for this role, send your CV and covering letter to hr@multrees.com
Read more

Settlements Analyst

The Settlements Team Analyst is responsible for the timely and accurate execution, processing and/or settlement of internal or external trades on behalf of our clients.  The Settlements Team sits within the wider Operations department.

Key Responsibilities:

  • Matching of In-house systems transactions.
  • Liaison with External Fund Managers.
  • Liaison with Brokers.
  • Liaison with clients regarding queries or progress on trades.
  • Management of pre-matching and reporting on failed trades.
  • Net settlement action between various sub-custodians.
  • CREST and other markets settlement.
  • Settlement of Unit Trust or Certificated trades.
  • Cash and Stock Reconciliations resolution.
  • Monitoring and reporting of any Client Money or Assets shortfalls.
  • Maintain effective controls to mitigate risk and ensure compliance to required processes and procedures.

 

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

 

 

Experience and Knowledge

  • Technical knowledge and understanding of markets, the trade process and settlement.

·        Excellent working knowledge of MS Excel and MS Office.

 

  • Regulatory awareness.

 

Personal Attributes (specific)

 

              Personal Attributes (general)

  • Analytical and accurate in approach.
  • Proven ability to build understanding and trust internally and with clients.
  • Ability to effectively operate with enthusiasm and flexibility in a fast-paced, constantly evolving team environment.

The role requires a strong and demonstrable personal alignment to company values:

·        Exceeding client expectations – clients are at the heart of our business; we build our business by adding value to theirs.

·        Innovation and collaboration – our people understand the value added for clients and think laterally and creatively in applying this knowledge.

·        Ownership and accountability – we own the process and are rigorous in ensuring it delivers what our client wants.

·        Risk and control – we understand that great client service and robust risk control are complementary and essential.

  • Good communication and organisational skills.

 

To apply for this role, send your CV and covering letter to hr@multrees.com
Read more

Treasury Analyst

The Treasury Team manages the transfer of all monies both internally and externally. This role is responsible for the timely operation of bank accounts on behalf of the company’s clients. This will involve checking, validating and authorising banking transactions processed through in-house systems and various banking platforms; in addition, monitoring balances and overdrawn positions. The role also supports the Treasury Manager in ensuring that accounts adhere to FCA regulations regarding client money rules. The Treasury Team sits within the wider Operations department.

Key Responsibilities:

 

  • Ensure all cash processing tasks are completed accurately in accordance with instructions and applicable deadlines.
  • Identify and resolve all anomalies and differences that arise, including overdrafts and funding requirements. Escalate any potential client money issues to direct line manager.
  • Ensure outstanding items are resolved in a timely manner and the business area responsible has been notified.
  • Adhere to procedures while also focusing on improving efficiencies within the established tasks.
  • Liaise with third party suppliers (such as banks) regarding processing and query resolution.
  • Ensure that all operational SOPs are up to date, accurate and adhered to.
  • Comply with operational risk and regulatory control policies and procedures, logging and monitoring risk events where appropriate.
  • Participate in projects which require input from or directly impact the team.
  • Responsible for challenging systems and processes to ensure that they are fit for purpose and cost effective.

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

 

 

Experience and Knowledge

  • Technical knowledge and understanding of cash processing.

Good working knowledge of MS Excel and MS Office.

·        Experience of ISA products

·        Regulatory awareness

·        Desirable to have obtained (or be working towards) at least the Investments Operations Certificate (or equivalent) from the Chartered Institute of Securities and Investments (“CISI”). 

Personal Attributes (specific)

·        Strong Communicator – both verbal and written.

·        Strong planning and organisational skills.

·        Strong analytical and interpretative skills.

·        Ability to work under pressure and meet strict time scales and targets, producing accurate work.

Personal Attributes (specific)

The role requires a strong and demonstrable personal alignment to company values:

·        Exceeding client expectations – Clients are at the heart of our business; we build our business by adding value to theirs. We pride ourselves on continually exceeding client expectations by delivering the highest quality products and services.

·        Innovation and collaboration – Our people understand the value added for clients at every single step of the process and think laterally and creatively in applying this knowledge in a responsible and sustainable way

·        Ownership and accountability – Our clients look to us to make things happen. We own the process and are rigorous in ensuring it delivers what our clients require in a responsible and sustainable way.

·        Risk and control – We understand that great client service and robust risk control are complementary and essential. We continually challenge our controls to ensure they are appropriate to the risks they mitigate and the needs of all stakeholders.

·        Behaving responsibly– We understand our wider responsibility to society as a whole and the environment. We pride ourselves on behaving in the best interests of our clients, staff and the community within which we operate in a way that is sustainable and respects the environmental challenges that we face.

To apply for this role, send your CV and covering letter to hr@multrees.com
Read more

Lead Test Analyst (Change Team)

Ownership of the internal QA Programme and testing process.  To work closely with the Change Business Analysts, IT Developers and Operations to implement Quality Assurance into the current change best practice.  Collaborative working to document requirements and take on testing responsibilities to enable the primary phase testing to remain ‘in house’ in the Change team. 

 

Help identify, facilitate, enable and support the process of Business Change within both the organisation and the wider client base by:

  • Managing and delivering the Change Programme as agreed with the Multrees’ senior management team.
  • Defining and instilling new values, attitudes, norms, and behaviours within an organization that support new ways of working, overcoming resistance to change and encouraging innovation.
  • Reviewing the process, tools and techniques to manage the application of change processes, in order to achieve the required outcomes, and to realise the benefits of change effectively within individuals, teams, clients and the wider systems.
  • Operating as a conduit for the business to senior management around escalation of key issues, risks and concerns

 

Key Responsibilities:

  • Research and analyse business and system requirements for business change requests (Continuous Improvements, Client requests.)
  • Documentation of business change requests (BRDs / JIRA).
  • Data mapping (current state to future state).
  • Defining User Stories and Acceptance Criteria, based on client requirements, and communication of these to technical teams
  • Operate as the conduit for the business user and IT Developer.
  • Carry out functional, regression and user acceptance testing for business change requests, including end to end testing.
  • Support for testing migration templates and uploaders.
  • Support for Client Implementation projects, 3rd party connectivity testing and End Customer Portal development.
  • Responsible for system upgrade projects including ownership of the standard testing suite for patch releases.
  • Promote and implement quality control across all business change activities.

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

·        Formal Test qualification such as ISTQB, ISEB

 

·        ITIL foundation qualification

 

Experience and Knowledge

·        2+ years in Test Analysis

·        Coordinate user acceptance testing for all changes and obtain the appropriate sign off.

·        Track and report on testing activities including test results, test case coverage and defects.

·        Experience of SQL scripting advantageous

·        Experience of configuring and executing test automation tools

 

 

Personal Attributes (specific)

 

             

·        Ability to manage backlog prioritisation, sprint planning and multi team coordination of testing

·        Excellent organisational and time management skills

  • Excellent communication and presentation skills
  • Strong analytical and problem-solving skills
  • Business analysis skills
  • Ability to build strong relationships

 

 

 

Personal Attributes (general)

The role requires a strong and demonstrable personal alignment to company values:

·        Exceeding client expectations – clients are at the heart of our business; we build our business by adding value to theirs. Providing strong and effective project management and delivering to meet the client and internal requirements.

·        Innovation and collaboration – our people understand the value added for clients and think laterally and creatively in applying this knowledge. Bringing innovation to all aspects of the projects.  Understanding our client and internal requirements and finding solutions to all problems.  Working with our internal and external teams to deliver those requirements. 

·        Ownership and accountability – we own the process and are rigorous in ensuring it delivers what our client wants. Using project management skills to complete the delivery of every aspect of our project initiatives and take responsibility for that delivery. 

·        Risk and control – we understand that great client service and robust risk control are complementary and essential. Ensure to highlight any new risk or control items that fall out of any project  initiatives and you own these items through to closure

 

 

Personal Attributes

  • Good organisational and time management skills.
  • Good communication skills both verbally and written.
  • Self-motivated and able to work independently.
  • Problem solving skills.
  • Attention to detail.
To apply for this role, send your CV and covering letter to hr@multrees.com
Read more

Preferred suppliers

We currently work in partnership with a small number of preferred suppliers that have a broad understanding of our business and our resourcing requirements. We only pay agency fees where we have a signed agreement in place and an agency has been instructed by a member of the Multrees Executive or HR Team. At this time, we're not actively seeking to increase the number of agencies that we work with. At the point that we decide to review our Preferred Supplier List (PSL), we will publish this information on our website. 

Agents and other consultancies: please do NOT send us unsolicited CVs (whether to our HR email address or to individuals in Multrees) and/or make unsolicited phone calls to any employees and/or contractors of Multrees. We will not accept CVs or agree to any non-PSL agency's terms and conditions from unsolicited contact.