At a Glance
- Tasks: Support client onboarding and manage fund operations with precision.
- Company: Join BridgePort, a leader in private markets technology.
- Benefits: Gain hands-on experience and enjoy a collaborative work culture.
- Other info: Fast-paced environment with clear growth opportunities.
- Why this job: Kickstart your career in finance with real impact on client services.
- Qualifications: Bachelor's degree and 1-3 years of relevant experience preferred.
The predicted salary is between 30000 - 40000 £ per year.
BridgePort’s fully digitized private markets ecosystem enables key industry participants to leverage data, create dynamic investment products, streamline transactions and reporting, and operate with greater scale and efficiency. Our agnostic technology and operating infrastructure power custom private investment platforms, access vehicles, syndication portals, and operations-as-a-service solutions for sophisticated clients across the private markets.
We are seeking a full-time Operations Analyst to support client onboarding and day-to-day feeder fund operations. This role is ideal for someone early in their career who is highly detail-oriented, organized, and eager to build experience in fund operations and investor services. This position requires strong time management, accountability, and a commitment to accuracy. You will be responsible for executing time-sensitive tasks in a structured and reliable manner while maintaining a high standard of precision.
Key Responsibilities
- Support client onboarding, including review of subscription documents and entry of investor data
- Track and manage onboarding workflows to ensure completeness, accuracy, and timely execution
- Assist with capital call and distribution reconciliation processes
- Maintain and update investor records, transactions, and supporting documentation
- Support investor and client communications, ensuring timely and professional responses
- Coordinate with internal teams and external partners (e.g., fund administrators, RIAs, law firms)
- Identify, investigate, and escalate discrepancies or missing information
Qualifications
- Bachelor’s degree in finance, business, economics, or a related field
- 1–3 years of experience in operations, finance, or a related role (internships count)
- Strong attention to detail and organizational skills
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- Clear and professional written and verbal communication skills
- Proficiency in Excel and general comfort with data systems
Additional Qualifications (great to have)
- Exposure to private markets, fund operations, or investor services
- Familiarity with subscription documents or onboarding workflows
- Experience working with financial platforms or CRM systems
Why BridgePort
- Opportunity to gain hands-on experience in private markets infrastructure and fund operations
- Exposure to a wide range of clients, structures, and transaction workflows
- Collaborative, fast-paced environment with strong learning opportunities
- Clear path for growth within operations and broader platform roles
Operations Analyst in Cardiff employer: Bridgeportft
BridgePort offers an exceptional work environment for an Operations Analyst, providing a unique opportunity to gain hands-on experience in the dynamic field of private markets infrastructure. With a collaborative and fast-paced culture, employees benefit from strong learning opportunities and a clear path for growth within operations and broader platform roles. The company's commitment to precision and accountability ensures that every team member can thrive while contributing to innovative solutions for sophisticated clients.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Analyst in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bridgeportft. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operations Analyst in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bridgeportft.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bridgeportft's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bridgeportft
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bridgeportft.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bridgeportft will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bridgeportft employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
