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For Companies At a Glance
- Tasks: Manage investment operations and support the charity's mission to tackle poverty and inequality.
- Company: Join Henry Smith Charity, one of the UK's largest charitable foundations.
- Benefits: Part-time role with hybrid working, competitive salary, and impactful work.
- Why this job: Make a real difference while managing a £1.4bn endowment for social good.
- Qualifications: Experience in investment operations or related financial roles; no formal qualifications required.
- Other info: Flexible senior-level position with opportunities for strategic contribution and growth.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Altum Consulting is partnering with the Henry Smith Charity, one of the UK's largest charitable foundations, to appoint an Investment Operations Lead on an interim basis.
This is an 18-month, part-time contract role (3-4 days per week), based in central London with hybrid working (typically one day per week in the office). It offers a rare opportunity to contribute to the effective management of a £1.4bn endowment, supporting the charity's mission to tackle poverty and inequality across the UK.
Reporting into the Director of Finance, Investments & Resources, the Investment Operations Lead will play a central role in ensuring the smooth running of the endowment. You'll oversee investment administration, manage key relationships with external advisors, and support the charity's investment committees. With social investment on the horizon, this role also offers scope to contribute to shaping a growing area of work.
As the Investment Operations Lead, your role will involve:
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Managing the administration of investment transactions and related documentation (e.g. tax forms, compliance).
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Acting as a key point of contact for Cambridge Associates and other advisors, ensuring effective communication and proactive relationship management.
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Supporting the preparation and running of investment committee meetings, including papers, logistics, and follow-ups.
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Taking initiative in improving how investment operations are managed, making relationships and processes more effective.
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Building knowledge of social investment and contributing to its development within the charity.
The ideal candidate will:
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Bring experience of investment operations, portfolio administration, or a related financial role.
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Be confident and numerate, with the ability to understand investment processes (formal qualifications not essential).
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Balance hands-on administration with the ability to contribute at a strategic level.
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Be proactive, adaptable, and collaborative, with excellent interpersonal skills.
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Be motivated by social impact and comfortable working in a values-led, high-trust environment.
This is a flexible, senior-level role suited to someone who enjoys both detail and strategy, and who can work closely with senior stakeholders while managing core operations.
Salary: c. £60,000 FTE (pro-rated) depending on experience and working pattern.
To apply for this unique opportunity, please submit your CV today.
Investment Operations Lead employer: Altum Consulting
Contact Detail:
Altum Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Lead
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info or even a referral, which can make all the difference.
✨Tip Number 2
Prepare for interviews by researching the charity's mission and values. Show us that you’re not just about the numbers; you care about making a social impact. Tailor your answers to reflect how your experience aligns with their goals.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills in investment operations can help streamline processes and improve relationships with advisors. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Investment Operations Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investment Operations Lead role. Highlight any relevant experience in investment operations or portfolio administration, and don’t forget to showcase your interpersonal skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about social impact and how your background makes you a great fit for the charity's mission. Keep it concise but engaging!
Showcase Your Proactivity: In your application, mention specific examples where you've taken initiative in previous roles. This will demonstrate your proactive nature and ability to improve processes, which is key for this position.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets the attention it deserves!
How to prepare for a job interview at Altum Consulting
✨Know Your Numbers
As an Investment Operations Lead, you'll need to be confident with numbers. Brush up on your understanding of investment processes and be ready to discuss specific examples from your past experience. This will show that you can handle the financial aspects of the role.
✨Research the Charity's Mission
Familiarise yourself with the Henry Smith Charity and its mission to tackle poverty and inequality. Be prepared to discuss how your skills and experiences align with their goals. This demonstrates your genuine interest in the role and the impact of your work.
✨Prepare for Relationship Management Questions
Since you'll be managing key relationships with external advisors, think about your past experiences in relationship management. Prepare examples that highlight your proactive communication and collaboration skills, as these will be crucial for success in this role.
✨Show Initiative in Improving Processes
The job involves improving investment operations. Think of specific instances where you've taken the initiative to enhance processes in previous roles. Be ready to share these examples, as they will illustrate your proactive mindset and ability to contribute strategically.
