At a Glance
- Tasks: Support fund administration activities and improve operational efficiency in a dynamic team.
- Company: Join a highly regarded investment firm with a collaborative culture.
- Benefits: Receive training, mentoring, and fully funded professional qualifications.
- Other info: Exciting opportunities for career growth and involvement in innovative projects.
- Why this job: Make a real impact while gaining valuable experience in fund operations.
- Qualifications: Background in financial services or customer service is preferred.
The predicted salary is between 30000 - 40000 £ per year.
Eden Scott are working with a highly regarded investment firm seeking a Fund Operations & Client Services Analyst to join their collaborative and forward-thinking Operations team. This is a fantastic opportunity to play a key role in the day-to-day running of fund administration activities while gaining exposure to outsourced providers, regulatory frameworks, and continuous improvement initiatives. You'll be supported with training, mentoring, and fully funded professional qualifications as you develop your expertise.
In this varied and hands-on role, you’ll help ensure the accurate and timely delivery of core fund administration activities, while supporting ongoing improvements in operational efficiency, data quality, and client outcomes. A key part of the role will involve working closely with external partners such as Transfer Agents and Fund Accountants, ensuring service delivery is robust, well-controlled, and aligned to regulatory expectations.
Key Responsibilities- Respond to queries from investors, advisers, and agents via phone and email, including supporting vulnerable customers appropriately.
- Liaise with Transfer Agents and Fund Accountants to ensure accurate pricing, dealing, and adherence to SLAs and regulatory timelines.
- Work to strict deadlines across NAV cycles, distributions, and reporting schedules.
- Manage incoming correspondence and coordinate with third-party providers.
- Perform reconciliations across multiple systems, investigate discrepancies, and maintain accurate records.
- Support the production and distribution of investor communications and fund documentation.
- Contribute to process improvements, data quality enhancements, and automation initiatives.
- Assist with management information (MI) reporting and ongoing operational improvements.
- Participate in internal and firmwide projects, including regulatory and system enhancements.
- Background in financial services, fund operations, or customer service.
- Understanding of fund administration, unit pricing, or transfer agency processes.
- Awareness of regulatory frameworks relevant to investment funds.
- Interest in process optimisation, automation, or data quality.
This role will not provide Sponsorship.
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
Fund Operations & Client Services Analyst (Hybrid Working) in Dunfermline employer: Eden Scott
Eden Scott is an exceptional employer, offering a dynamic and supportive work environment for the Fund Operations & Client Services Analyst role. With a strong emphasis on professional development through training and fully funded qualifications, employees are encouraged to grow their expertise while contributing to meaningful operational improvements. The hybrid working model fosters a flexible work-life balance, making it an attractive opportunity for those seeking a rewarding career in the investment sector.
StudySmarter Expert Advice🤫
We think this is how you could land Fund Operations & Client Services Analyst (Hybrid Working) in Dunfermline
✨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 Eden Scott. 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 Fund Operations & Client Services Analyst (Hybrid Working) in Dunfermline
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 Eden Scott.
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 Eden Scott'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 Eden Scott
✨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 Eden Scott.
✨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 Eden Scott 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 Eden Scott 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.
