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For Companies At a Glance
- Tasks: Support investment operations and ensure smooth portfolio management with analytical skills.
- Company: Join a prestigious Single Family Office in Central London.
- Benefits: Enjoy 25 days annual leave, private medical insurance, and a potential yearly bonus.
- Why this job: Make an impact in investment operations while developing your financial expertise.
- Qualifications: 3+ years in investment operations and a degree in finance or related field.
- Other info: Collaborative team environment with opportunities for continuous improvement and growth.
The predicted salary is between 36000 - 60000 £ per year.
Work Schedule: Monday-Friday, 8:30am-5:30pm, office-based
Overview and Opportunity
Achieve Professionals is supporting a Single Family Office in Central London in their search for an Operations Investment Analyst to join their team. The team manages a globally diversified, multi-asset portfolio across both public and private markets, with candidates for this role needing to combine both investment operations and analytical skills. This role is primarily focused on supporting the operational processes of the investment team, ensuring efficient execution, accuracy of reporting, and smooth day-to-day portfolio management.
Main responsibilities:
- Assist with portfolio monitoring activities such as performance tracking, risk reporting, reconciliation, and portfolio reviews.
- Actively support investment team processes, ensuring timely completion of reporting, documentation, and workflow management.
- Liaise with custodians, fund administrators and other external service providers to ensure accurate settlement, reporting, and data integrity.
- Support the operational execution of investment activities across public and private markets, including trade support, fund subscriptions and redemptions, capital call processing, and cash flow coordination.
- Prepare high-quality reports, dashboards, and presentations for the client, the investment committee, and internal stakeholders.
- Provide analytical support on investment research and due diligence projects as needed.
- Collaborate with the team to identify operational efficiencies, improve internal controls, and enhance investment process infrastructure.
- Support compliance-related tasks and ensure proper record-keeping across investment documentation and portfolios.
Minimum of 3+ years of relevant experience in investment operations, portfolio support, asset management, or a related financial role.
Degree in finance, economics, accounting or a related numerical discipline.
Fluency in English. Fluency in Russian is advantageous.
Strong Excel and financial analysis skills, with a solid understanding of accounting principles and P&L reporting.
Familiarity with investment platforms and data providers such as Addepar and Bloomberg is a plus.
Ability to work independently, manage multiple priorities, and deliver accurate work in a fast-paced environment.
Strong organisational skills and attention to detail, particularly in operational execution and reporting processes.
Excellent communication, presentation, and interpersonal skills, with the ability to collaborate effectively across internal teams and external service providers.
Proactive mindset with a willingness to learn, adapt, and contribute to continuous improvement of investment processes.
Benefits:
- 25 days annual leave, plus all UK bank holidays.
- 5% employer pension contributions.
- Private medical and dental insurance.
- Discounted gym membership.
- Potential yearly bonus.
How to Apply
To apply for this role, please send your CV/resume to: andrew@achieveprofessionals.com
Investment Operations Analyst employer: Achieve Professionals
Contact Detail:
Achieve Professionals Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in investment operations. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills and industry knowledge. Be ready to discuss your experience with portfolio monitoring and operational processes, as these are key for the Investment Operations Analyst role.
✨Tip Number 3
Showcase your analytical skills! Bring examples of reports or dashboards you've created in the past. This will demonstrate your ability to support the investment team effectively and highlight your attention to detail.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Investment Operations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Operations Analyst role. Highlight your relevant experience in investment operations and analytical skills, as well as any specific tools or platforms you've used that align with the job description.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use examples from your past roles to show how you’ve successfully managed portfolio monitoring, reporting, and operational processes. This will help us see how you can contribute to our team.
Keep It Professional Yet Personal: While we want a professional application, don’t be afraid to let your personality shine through. A touch of authenticity can make your application stand out. Just remember to keep it relevant to the role!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Achieve Professionals
✨Know Your Numbers
Brush up on your financial analysis skills and be ready to discuss key metrics related to investment operations. Familiarity with P&L reporting and performance tracking will show that you understand the core responsibilities of the role.
✨Showcase Your Analytical Skills
Prepare examples of how you've used analytical skills in previous roles, especially in portfolio support or asset management. Be ready to discuss specific projects where you contributed to operational efficiencies or improved reporting processes.
✨Master the Tools of the Trade
Familiarise yourself with investment platforms like Addepar and Bloomberg. If you have experience with these tools, mention it during the interview. If not, do a bit of research to understand their functionalities and how they relate to the role.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly, especially when discussing complex topics like risk reporting or capital call processing. Strong communication skills are essential for liaising with custodians and external service providers, so make sure you convey your ideas effectively.