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

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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.

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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.

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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.

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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.

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Holidays

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

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Income protection

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

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Life assurance

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

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Discounts

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

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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.

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Dental cover

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

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Season ticket loans

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

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Volunteer time off

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

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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.

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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.

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Private health insurance

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

Transfers Team Analyst

Title

Transfers Team Analyst

Team

Settlements

Reports to

Head of Settlements

Location

Edinburgh

Employment Type

Full time (35 hours Monday to Friday)

 

Purpose of the Role

The transfers team analyst is responsible for the timely and accurate processing of internal and external client transfers on behalf of our clients.  The Transfers team sits within the Settlements team, and within the wider Operations department.

Key Responsibilities:

 

  • Matching of In-house systems transactions.
  • Liaison with External Fund Managers and agreeing trade and settlement.
  • Liaison with Brokers.
  • Liaison with clients regarding progress on transfers.
  • CREST and other markets settlement.
  • Unit trust re-registration and transfer.
  • Processing/transfer of certificated holdings.
  • Cash and stock Reconciliations resolution.
  • Coordinate and track stock set up and account opening for transfer purposes.
  • Maintain effective controls to mitigate risk and ensure compliance to required processes and procedures.

 

Stakeholder touchpoints:

  • Business
    • Direct line manager. Escalate issues, SLA breaches or client queries.

 

  • Counterparties
    • Service providers and suppliers – service issues, training requirements
    • Clients – contact with clients in line with standard Multrees service model

 

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

 

·       Investment Operations Certificate

Experience and Knowledge

·       Technical knowledge and understanding of markets, the transfer process and settlement.

·       Excellent working knowledge of MS Office toolset.

  • Regulatory awareness.

·       Familiarity with electronic re-registration tools and TeX network.

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.

 

 

 

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

 

About us

Multrees Investor Services (Multrees) supports transformational change through a range of outsourced investment services to wealth managers, private banks, family offices and advisory businesses.

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

The role of the Programme Manager is primarily to deliver the strategic objectives of the business through a series of defined initiatives, the secondary aspect is to act as a business manager. The role will work directly with the Chief Operating Officer, delivery is key to the success of the role, therefore the Programme Manager will be expected to be the voice of the COO to progress delivery of those initiatives.  Collaboration with team heads in Operations will be key to ensure delivery of significant business projects on-time and in budget. Key stakeholders and relationships include investment operations, technology, change and finance.  As Multrees is a growing business it is expected the role will evolve over time.

Key Responsibilities:

Core Outcomes for Success:

Delivery defines success. Through a board approved ring-fenced capital programme of initiatives, the role holder will deliver a scalability strategy to meet the following goals: (1) Improved client onboarding time and experience (2) Improved client servicing processing model.  The goals will be achieved through a programme of initiatives that implement widescale business transformation with improved end user tools, upskilling, automation and robotics to achieve the goals of the board within 19-23 months.

 

Programme Management

  • Deliver a large-scale programme of works across multiple areas of the business with the support of key teams, such as finance, compliance, change, investment operations and technology.
  • Deliver a governance framework to support a transformation programme that will work in collaboration with the organisational structure of the business.
  • Ensure accountabilities are clearly understood and where appropriate recruit external specialists to deliver on the programme of works.
  • Through alignment of implementation, resources and planning, ensure integration success within the organisation is achieved and that the infrastructure meets long term operating model.
  • Provide timely reporting to the board and senior management. Establish an ongoing set of KPIs to ensure benefits expected are realised and can be improved upon in the new operating model.

 

Process Mapping & Improvement:

  • Define optimal process models to streamline legacy processes to meet the scalability goals of the organisation.
  • Support the development of an organisation model that embraces scalability, process improvement and optimal working. Utilising best practice tools and solutions to achieve clear, defined and measurable scalability.

 

Financial, Resource & Project Planning:

  • Develop and support finance in the preparation of resource capital expenditure associated with the programme of works, including capitalisation treatment and maintenance of metrics.
  • Commercial mindset in the application of requirements to enhance revenue and improve cost positions.
  • Ensure a resource plan is produced to maximise the successful delivery of the programme, ring-fenced for delivery from business-as-usual requirements.
  • Collaborate with team heads and managers to ensure project delivery is co-ordinated with project managers, team leaders, to maximise delivery of the programme.
  • Define the end state scalable operating model within three months, with a review in nine months prior to implementation/alignment upon programme completion.

Supplier Management & Selection:

  • Understand key industry suppliers to deliver initiatives, including, but not limited to, automation, robotics, trading, custody, investment administration, payments and nominee pooling.
  • Selection of key suppliers to enhance scalability, stability, resilience and market position.

 

In addition to the above responsibilities, the Programme Manager is expected to support the Chief Operating Officer to perform other responsibilities from time to time.  The role involves travel to other Multrees offices (London/Edinburgh) and supplier due diligence visits (international), as required.  The role may involve client facing opportunities to demonstrate advocacy to the Multrees programme of change.

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

·        15 years programme and project management experience in the investment industry

·        Demonstrable examples of delivering business transformation programmes at board level.

·      CISI, CFA or equivalent

·      Relevant programme or process improvement methodology (Six Sigma/Prince2)

Experience and Knowledge

·        Commericial mindset to deliver implementations with a focus on revenue generation and cost reduction.

·        Budget setting and cost analysis understanding.

·        Experience in deliving successful programme implementations c.£2-4m capex, ROI £5-10m

·        Experience within Financial Services industry and FCA regulation

·        Experience of working with senior stakeholders and demonstrable collaboration to achieve delivery results

·        Asset Servicing industry experience

·        Previous experience as a head of Investment Operations or equivalent

·        C-level experience desired

·        Experience in custody, investment administration and solutions to deliver scalability through technology

Personal Attributes (specific)

·        Can-do, delivery focussed, commercial and pragmatic approach

·        Act as a mentor to team heads to ensure programme success

·        Highly organised, able to work on multiple initiatives at the same time

Personal Attributes (general)

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

·        Deliver all requirements as required by the company board and Chief Operating Officer.

·        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

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.