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For Companies At a Glance
- Tasks: Support fund administration, manage relationships with providers, and oversee regulatory reporting.
- Company: Established Wealth Management firm known for its expertise and innovation.
- Benefits: Competitive salary, professional development opportunities, and a dynamic work environment.
- Why this job: Join a team that shapes investment products and makes a real impact in Wealth Management.
- Qualifications: 3+ years in Wealth Management, strong understanding of fund lifecycle and regulatory requirements.
- Other info: Opportunity to develop new processes and enhance your project management skills.
The predicted salary is between 36000 - 60000 £ per year.
The Company:
An established and widely known Wealth Management firm.
The Role:
The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers.
The SIPP & Funds Product Analyst will support the Product Services Manager in the ongoing administration of the firm’s in-house fund range, particularly around the creation and publication of supporting fund documentation and data.
The SIPP & Funds Product Analyst will act as a relationship manager to key third parties such as SIPP and Offshore Bond providers and coordinate the setup of external data feeds as required as well as other administrative duties.
The SIPP & Funds Product Analyst will support the development and implementation of new investment products and capabilities, ensuring timely and effective delivery., and will liaise with external partners to manage the registration of offshore funds across global jurisdictions.
The SIPP & Funds Product Analyst will oversee and coordinate regulatory reporting requirements, including: PRIIPs KID and UCITS KIID production; transaction cost calculations; EMT, EPT, and EET data submissions and assessment of value reporting
The SIPP & Funds Product Analyst will manage the provision of static and dynamic fund data to platforms and vendors. Establish and maintain data feeds for third-party providers, including SIPP and Offshore Bond platforms.
The SIPP & Funds Product Analyst will support the management of relationships and queries from SIPP and Offshore Bond providers and assist with onboarding new product providers as required.
The SIPP & Funds Product Analyst will manage fund invoicing processes and develop a deep understanding of each fund’s financial structure.
The SIPP & Funds Product Analyst will draft and maintain policies, procedures, and workflows related to fund creation and ongoing management.
The Candidate
Solid understanding of Wealth Management services and the industry as a whole gained through 3+ years experience
In-depth understanding fund life cycle including launching of funds, ongoing administration and closures
An understanding of SIPP & Offshore bond providers
In-depth understanding of regulatory documentation
Experience of global fund registrations
Understanding of the trade lifecycle and associated areas within investment operations
Technically minded with the ability to create new processes from scratch, such as analysis on service profitability and reconciliation processes.
Organizational and project management skills
SIPP & Funds Product Analyst, Investment Operations , Wealth Management employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP & Funds Product Analyst, Investment Operations , Wealth Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth Management sector and let them know you're on the hunt for a SIPP & Funds Product Analyst role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of fund operations and regulatory requirements. Be ready to discuss your experience with SIPP and Offshore Bond providers, as well as how you've managed relationships in the past. We want to see that you can hit the ground running!
✨Tip Number 3
Showcase your technical skills! If you've created processes or improved workflows in previous roles, make sure to highlight these achievements during interviews. We love candidates who can bring innovative ideas to the table and streamline operations.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and contributing to the exciting work we do in Wealth Management.
We think you need these skills to ace SIPP & Funds Product Analyst, Investment Operations , Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SIPP & Funds Product Analyst role. Highlight your experience in Wealth Management and any relevant skills that match the job description. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills can benefit our team. Keep it concise but engaging – we love a good story!
Showcase Relevant Experience: When detailing your work experience, focus on roles where you’ve dealt with fund operations or regulatory documentation. We’re keen to see how your past experiences can contribute to our ongoing projects and goals.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Funds
Make sure you have a solid grasp of the fund life cycle, especially around launching and managing funds. Brush up on your knowledge of SIPP and Offshore bond providers, as well as regulatory documentation. This will show that you're not just familiar with the theory but can apply it practically.
✨Showcase Your Analytical Skills
Be prepared to discuss how you've used your analytical skills in previous roles. Think about specific examples where you've created processes or improved existing ones, particularly in relation to service profitability or reconciliation processes. This will demonstrate your technical mindset and problem-solving abilities.
✨Understand the Regulatory Landscape
Familiarise yourself with the key regulatory requirements like PRIIPs KID and UCITS KIID production. Being able to talk confidently about these topics will highlight your understanding of the compliance side of investment operations, which is crucial for this role.
✨Build Relationships
Since the role involves acting as a relationship manager, think about how you've successfully managed relationships in the past. Prepare to share examples of how you've coordinated with third parties or handled queries effectively. This will show that you can maintain strong partnerships, which is vital for success in this position.
