Why This Role Stands Out
This hybrid Investment Operations Analyst role offers excellent exposure to end-to-end investment processes within a leading independent funder, making it ideal for individuals with at least one year of experience in investment operations, reporting, or accounting who excel in data analysis and ICT. You'll contribute to a mission-driven organization while developing your skills in a supportive environment.
Quick Overview
Job Description
The Role: Investment Operations Analyst
The Charity: UK Leading Independent Funder
The Location: London
The Opportunity:
As this charity continues to back organisations and projects that aim to create a fairer, more sustainable society they are looking to add to their Investment Operations team! A broad position offering end to end Investment Operations exposure.
The Responsibilities:
- To work with the Investment Operations Manager, the Investment and the Finance team, and other relevant colleagues on all matters relating to investment oversight
- Work across operational aspects of the relationship with third parties, in particular the Investment Adviser and Custodian
- Work with service providers to prepare required data analysis relating to investments such as performance reporting, cost analysis, board reporting etc
- Assist with setting up new investments through co-ordinating legal and tax advice
- Support with the Audit
- Administrative support for the quarterly Investment Committee
The Requirements:
- Minimum 1 Year expeience across Investment Operations, Reporting or Accounting
- Strong ICT skills across Excel and CRM systems
- Experienced in data collection and analysis, forecasting, charting trends etc
- Exposure to Hedgefunds, Venture Capital or Custodians an advantage
Benefits:
- Salary: £40k
- 12.5pc Employers Contribution - with 5pc Employees Contribution
- Season Ticket Loan
- Income Protection Scheme
- Life Assurance
- Private Medical Insurance
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.
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