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- Tasks: Support fund administration and manage relationships with product providers.
- Company: Join a prestigious wealth management firm owned by the Princely Family of Liechtenstein.
- Benefits: Gain valuable experience in a dynamic environment with potential for career growth.
- Why this job: Be part of a team that values innovation and client-centric solutions.
- Qualifications: Understanding of wealth management and fund life cycle is essential.
- Other info: Opportunity to work on exciting projects and develop your skills.
The predicted salary is between 36000 - 60000 £ per year.
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. Our aim is to offer a fresh approach to wealth management. We provide a flexible, bespoke service adapted to each of our clients’ needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values.
The Fund and Product Services Team provide ownership and support for all services relating to non-custodied investments. This includes:
- Fund Operations
- Product Management/Fund Launching
- EAM operations with banks and platforms
- Lending facilities with our parent bank
- Alternative trading solutions
- Supporting activities with pension and offshore bond providers
The Team is responsible for supporting the onboarding and maintenance of non-standard investment solutions and ensuring that such solutions meet the needs of our Front Office whilst also fitting in seamlessly with the firm’s operational infrastructure.
Brief Role Objective: The role holder 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 role holder 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.
Key Responsibilities:
- Product Provider Management: Support the management of relationships with SIPP and Offshore Bond providers. Assist with onboarding new product providers – including liaising with Legal, Compliance and Operations. Act as a liaison between Front Office and product providers for SIPP and Onshore Bond-related queries. Assist with ongoing Due Diligence requests from SIPP and Offshore Bond providers.
- Data Services: 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. Assist with onboarding new software providers.
- Regulatory Reporting: Oversee and coordinate regulatory reporting requirements, including: PRIIPs KID and UCITS KIID production, Transaction cost calculations, EMT, EPT, and EET data submissions, Assessment of Value reporting. Liaise with external partners to manage the registration of offshore funds across global jurisdictions.
- Commercial Oversight: Manage fund invoicing processes and develop a deep understanding of each fund’s financial structure.
- Product Development: Support the development and implementation of new investment products and capabilities, ensuring timely and effective delivery. Coordinate cross-functional workstreams—including Legal, Compliance, Distribution, and Operations—for new product launches. Assist with product modifications, including new share class launches, jurisdictional registrations, and platform onboarding.
- Governance and Documentation: Draft and maintain policies, procedures, and workflows related to fund creation and ongoing management.
- Projects: Assist with ongoing team projects on an ad hoc basis.
Your profile:
Key Skills and Technical Requirements:
- Solid understanding of Wealth Management services and the industry as a whole
- In-depth understanding of the fund life cycle including launching of funds, ongoing administration and closures
- In-depth understanding of regulatory documentation including KIDs/KIIDs, Prospectuses and Fund Supplements
- Understanding of UCITs rules applied to UK and EU based funds
- Experience of global fund registrations
- Understanding of the trade lifecycle and associated areas within investment operations
- Excellent communication skills to manage internal and external relationships
- Capacity and willingness to develop knowledge across a variety of products and services to perform the role to a competent standard.
- Technically minded with the ability to create new processes from scratch, such as analysis on service profitability and reconciliation processes.
- Working knowledge of hedged share classes desirable
- Knowledge of Global Tax Reporting advantageous
- Excellent Microsoft product skills, especially Excel
Other Skills and Attributes:
- Developed organisational and project management skills; demonstrate high level of detail orientation and can manage multiple initiatives simultaneously
- Outstanding analytical, problem solving and critical thinking skills; ability to synthesise and explain impacts of simple to complex concepts
- Demonstrated personal accountability to ensure that products are delivered on time with a high degree of quality
- Ability to generate new ideas/initiatives to promote efficiency or improve performance
- Exceptional communication skills, with the ability to present and promote ideas at all levels of the organization
Product Services Analyst - 12 month FTC in City of London employer: LGT Vestra LLP
Contact Detail:
LGT Vestra LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Product Services Analyst - 12 month FTC in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those connected to LGT Wealth Management. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show how your skills align with their mission of putting clients first and creating long-term value.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and genuine, not like you're reading from a script!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role.
We think you need these skills to ace Product Services Analyst - 12 month FTC in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Product Services Analyst role. Highlight relevant experience in wealth management and fund administration, and don’t forget to showcase your understanding of regulatory documentation like KIDs and KIIDs.
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 align with our mission at LGT Wealth Management. Keep it concise but impactful!
Showcase Your Skills: In your application, be sure to highlight your analytical and problem-solving skills. We love candidates who can think critically and generate new ideas to improve processes, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly 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 keen on joining our team!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Stuff
Make sure you have a solid understanding of wealth management services and the fund life cycle. Brush up on regulatory documentation like KIDs/KIIDs and be ready to discuss how these apply to the role. This will show that you're not just interested in the job, but that you truly understand the industry.
✨Showcase Your Communication Skills
Since this role involves liaising with various stakeholders, practice articulating your thoughts clearly. Prepare examples of how you've successfully managed relationships in the past, especially in complex situations. This will demonstrate your ability to communicate effectively with both internal teams and external partners.
✨Be Ready for Problem-Solving Questions
Expect questions that assess your analytical and critical thinking skills. Think of scenarios where you've had to solve problems or improve processes. Be prepared to explain your thought process and the impact of your solutions, as this is crucial for the role.
✨Demonstrate Your Organisational Skills
The role requires managing multiple initiatives simultaneously, so come prepared with examples of how you've successfully juggled various projects. Highlight your attention to detail and how you ensure quality in your work, as this will resonate well with the interviewers.
