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For Companies At a Glance
- Tasks: Support trade operations for high-net-worth clients in a dynamic trading environment.
- Company: Join a prestigious Mayfair-based wealth management firm with a strong track record.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, pension, and healthcare perks.
- Why this job: Be part of a close-knit team, enhancing your skills in a fast-paced financial setting.
- Qualifications: Minimum 2 years' experience in asset or wealth management required.
- Other info: Opportunity to work with diverse investment strategies and high-profile clients.
The predicted salary is between 45000 - 60000 £ per year.
The Role
Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office)
Martis Search are representing a Mayfair based, global Wealth Management business to hire a permanent multi-asset class Trade Support Analyst. The company trade a broad range of investment strategies i.e. multi-asset classes, Private Equity, Fund of Funds and Real Estate for global Ultra-High-Net-Worth Families, Ultra-High-Net-Worth Individuals, Charities, Universities, Trusts and Corporate institutions.
The position sits within their London Trade Support team on their London trading-floor and supports their various Portfolio Management/ Investment teams for all related Middle Office responsibilities. The company have a very healthy track-record and AUM to match.
You must either be from an Asset Management, Wealth Management, or Family Office Middle Office background.
The company offer a hybrid mix of working-from-home and also in-the-office, so you get the best of both worlds.
You will be involved with the full Trade-Life Cycle and Investment Operations responsibilities, including:
· Check daily/weekly cash balances
· Finalise trade data into the in-house reporting system
· Follow-up on trading activity, verifying the execution terms for all our client’s portfolios
· Work closely with portfolio managers on shared clients.
· Trouble-shooting with custodian banks
· Producing monthly/quarterly client valuations
· Produce special client reports
· Monitoring of corporate actions
· Reconciling and checking our positions with the valuation of the underlying custodian
· Maintain client information
· Organise and monitor documents filing
About you:
· Minimum 2 years’ experience in a similar position within financial services
· Comfortable working autonomously and collaboratively; adaptable to working with different personality types
· Comfortable working in a close-knit and demanding environment
· Strong organisational skills, multi-tasking capacity and ability to work under pressure
· Highly reliable and accurate with strong attention to detail
· Efficient and proactive communication skills
· Good command of usual MS Office applications
You would additionally benefit from:
· Experience in Private Equity funds
Salary
£45,000 k pa – £60,000 k pa, plus very good bonus, pension, healthcare and other related benefits.
Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - minimum 2 years\' experience employer: Martis Search
Contact Detail:
Martis Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - minimum 2 years\' experience
✨Tip Number 1
Network with professionals in the asset and wealth management sectors. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the specific investment strategies mentioned in the job description, such as multi-asset classes and Private Equity. Being able to discuss these topics knowledgeably during an interview will demonstrate your genuine interest and understanding of the role.
✨Tip Number 3
Prepare to showcase your organisational skills and ability to work under pressure. Think of examples from your previous experience where you successfully managed multiple tasks or resolved issues quickly, as this is crucial for the Trade Support Analyst position.
✨Tip Number 4
Research the company’s recent activities and performance in the wealth management space. Being informed about their AUM and client base will allow you to ask insightful questions during the interview, showing that you are proactive and genuinely interested in the role.
We think you need these skills to ace Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - minimum 2 years\' experience
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in asset management, wealth management, or family office roles. Emphasise your familiarity with the trade life cycle and any specific responsibilities you've handled that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with multi-asset classes and how you can contribute to their trade support team. Be sure to express your enthusiasm for working in a close-knit environment.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as strong organisational skills, attention to detail, and effective communication. Provide examples of how you've demonstrated these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Martis Search
✨Know Your Trade Life Cycle
Make sure you understand the full trade life cycle and can discuss it confidently. Be prepared to explain how you have managed or supported each stage in your previous roles, as this will demonstrate your relevant experience.
✨Showcase Your Attention to Detail
Given the importance of accuracy in trade support, be ready to provide examples of how you've ensured precision in your work. Discuss any specific tools or methods you use to maintain high standards in your reporting and reconciliations.
✨Demonstrate Strong Communication Skills
Since you'll be working closely with portfolio managers and custodian banks, highlight your communication skills. Prepare to share instances where effective communication helped resolve issues or improved processes in your previous positions.
✨Familiarise Yourself with the Company
Research the wealth management firm and its investment strategies. Understanding their client base and the types of assets they manage will allow you to tailor your responses and show genuine interest in the role.
