At a Glance
- Tasks: Support client operations and enhance their experience in a dynamic investment management environment.
- Company: Leading global investment management firm with a focus on client service.
- Benefits: Competitive salary, professional development, and a collaborative team culture.
- Other info: Equity-focused recruitment process with opportunities for growth.
- Why this job: Join a growing team and make a real impact on client satisfaction.
- Qualifications: 1-3 years in investment operations or client services, strong attention to detail.
The predicted salary is between 31500 - 38500 £ per year.
We’re working with a leading global investment management firm seeking a Client Operations Analyst to join their growing EMEA team. This is a fantastic opportunity for someone with 1 to 3 years of operational experience within asset management who is looking to step into a more client servicing role. Working closely with teams across Investment Services, Technology, and Client Relations, you’ll play a key role in ensuring clients receive an exceptional operational experience.
Key Responsibilities
- Support the delivery of operational services for EMEA-based clients
- Assist with client onboarding and account maintenance
- Monitor key operational processes to ensure accuracy and efficiency
- Collaborate with internal teams to resolve issues and streamline workflows
- Contribute to process improvement initiatives and operational reporting
- Build knowledge across custody, fund structures, and regulatory frameworks
Candidate Profile
- 2-3 years’ experience in investment operations, client services or related role in asset management
- Ideally having worked in the institutional space
- Strong attention to detail and ability to manage multiple priorities
- Excellent communication and teamwork skills
- Proactive and eager to learn
- Comfortable working with data, spreadsheets, and operational systems (salesforce)
- Knowledge of multiple asset classes / investment vehicles is ideal
Due to the volume of applications we receive, we may only be able to respond to those who meet the listed criteria. At our company, we prioritise equity throughout the recruitment process. We are committed to fairness and equal opportunity for all candidates. If there’s anything we can do to make the process more accessible to you, please don’t hesitate to let us know.
Junior Client Operations employer: Leverton Search
Join a leading global investment manager in London, where you will thrive in a dynamic work culture that values innovation and collaboration. With a strong focus on employee growth, the company offers extensive professional development opportunities and encourages ownership of projects, allowing you to make a meaningful impact in the private markets sector. Enjoy the benefits of working in a sophisticated environment that prioritises equity and inclusivity, ensuring a rewarding experience for all team members.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Client Operations
✨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 Leverton Search. 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 Junior Client Operations
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 Leverton Search.
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 Leverton Search'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 Leverton Search
✨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 Leverton Search.
✨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 Leverton Search 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 Leverton Search 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.
