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- Tasks: Manage investment operations and ensure compliance for donor-advised funds.
- Company: Join a leading philanthropic organisation making a difference globally.
- Benefits: Competitive salary, hybrid working model, and growth opportunities.
- Why this job: Be part of a team that supports effective charitable giving and makes an impact.
- Qualifications: Degree-educated with experience in financial services and strong communication skills.
- Other info: Dynamic role with opportunities for process improvement and strategic projects.
The predicted salary is between 36000 - 60000 £ per year.
Our Client: Mackie Myers have partnered with a leading provider of donor-advised funds in the UK and globally. They support high-net worth individuals and advisors in achieving effective and tax-efficient charitable giving.
The Role: As Investment Operations Analyst, you’ll play a key part in ensuring the smooth and compliant operation of investment activities.
- Process investments, reconciliations, and contributions
- Maintain accurate records and execute daily transactions
- Conduct compliance and KYC procedures
- Serve as subject matter expert on investment activity
- Support cross-functional collaboration with internal teams
Main Duties: You’ll manage a wide range of operations tasks related to donor-advised funds:
- Open accounts and process contributions, trades, and money movements
- Perform daily reconciliations and update investment valuations
- Document and monitor compliance and operating procedures
- Prepare quarterly statements and support fee collection
- Contribute to process improvement and strategic projects
The Successful Candidates: We’re looking for someone who combines technical acumen with a passion for service:
- Degree-educated with experience in financial services
- Strong communication and client relationship skills
- Highly organised, with analytical and problem-solving ability
- Knowledge of investment compliance and governance
- Enthusiastic about charitable giving and donor service
What’s on offer?
- Competitive salary
- Hybrid working model (minimum 2 days in-office)
- Opportunities for growth within a globally respected philanthropic organisation
Investment Operations Analyst employer: Mackie Myers
Contact Detail:
Mackie Myers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the investment sector, especially those who work with donor-advised funds. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and KYC procedures. We want you to show off your expertise and passion for charitable giving during those crucial conversations!
✨Tip Number 3
Don’t forget to showcase your organisational skills! Bring examples of how you’ve managed complex tasks or improved processes in previous roles. This will help us see how you can contribute to our team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Investment Operations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Operations Analyst role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for charitable giving and how your background aligns with our mission. We love seeing candidates who are genuinely passionate about what we do.
Showcase Your Skills: Don’t forget to showcase your analytical and problem-solving abilities in your application. We’re looking for someone who can navigate compliance and governance, so give us examples of how you've tackled similar challenges in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Mackie Myers
✨Know Your Numbers
As an Investment Operations Analyst, you'll be dealing with financial data daily. Brush up on your financial terminology and be prepared to discuss your experience with investments, reconciliations, and compliance procedures. This will show that you understand the role and can hit the ground running.
✨Show Your Passion for Philanthropy
Since the role involves charitable giving, it’s essential to convey your enthusiasm for philanthropy. Be ready to share any relevant experiences or insights you have about donor-advised funds and how they impact communities. This will help you connect with the interviewers on a personal level.
✨Demonstrate Your Organisational Skills
The job requires strong organisational abilities, so come prepared with examples of how you've managed multiple tasks or projects in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your problem-solving skills.
✨Ask Insightful Questions
Interviews are a two-way street, so prepare thoughtful questions about the company’s approach to compliance, investment strategies, and team dynamics. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
