At a Glance
- Tasks: Oversee relationships with investment partners and ensure effective governance.
- Company: Leading UK financial services organisation with a focus on innovation.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to work with senior stakeholders in a regulated environment.
- Why this job: Join a key role that shapes investment partnerships and drives customer success.
- Qualifications: Experience in investment platforms and strong relationship management skills.
The predicted salary is between 69750 - 85250 £ per year.
A leading UK financial services organisation is looking for an experienced Investments Partnership Relationship Analyst to join its Relationship & Supplier Oversight function. This is a key role responsible for overseeing relationships with DFMs, fund managers and bond providers, ensuring investment partnerships remain commercially effective, well governed and aligned with platform strategy, customer needs and regulatory expectations.
The role will involve:
- Acting as the relationship lead for key investment partners and managing ongoing governance reviews
- Overseeing contractual arrangements, amendments and commercial commitments
- Reviewing and approving the onboarding of non-standard investment assets
- Monitoring fund utilisation, platform flows and commercial performance
- Challenging investment partners where expected activity, service or value isn't being delivered
- Overseeing AML and due diligence requirements relating to investment partners and offshore assets
- Supporting EMT/investment data oversight and fair value assessments
- Producing MI, governance reporting and maintaining audit-ready documentation
- Working closely with Compliance, Legal, Procurement, Risk and other senior stakeholders
- Ensuring investment partnerships support good customer outcomes and meet Consumer Duty and third-party risk requirements
We're looking for someone with:
- Strong experience within investment platforms, investment products, wealth management or investment operations
- Experience working with fund managers, DFMs, bond providers or investment propositions
- Experience managing investment partner or third-party relationships
- Knowledge of fund onboarding, investment structures and governance
- Understanding of Consumer Duty, AML/due diligence and Third-Party Risk Management
- Strong commercial judgement and analytical skills
- Confidence challenging and influencing senior internal and external stakeholders
- Excellent organisation, governance and documentation skills
- Experience working within a regulated financial services environment
Investments Partnership Analyst in Bath employer: Eames Consulting
Eames Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for actuaries looking to make a significant impact in portfolio management. With a strong emphasis on employee growth, we offer ample opportunities for professional development and mentorship, all while enjoying the vibrant atmosphere of London. Our competitive salary package and hybrid working model ensure a balanced and rewarding work experience.
StudySmarter Expert Advice🤫
We think this is how you could land Investments Partnership Analyst in Bath
✨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 Eames Consulting. 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 Investments Partnership Analyst in Bath
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 Eames Consulting.
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 Eames Consulting'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 Eames Consulting
✨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 Eames Consulting.
✨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 Eames Consulting 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 Eames Consulting 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.
