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- Tasks: Support investment processes and enhance philanthropic giving through operational excellence.
- Company: Purpose-led charitable organisation focused on impactful philanthropy.
- Benefits: Hybrid working, meaningful work, and a collaborative culture.
- Why this job: Join a mission-driven team and make a real difference in philanthropy.
- Qualifications: Experience in investment operations and strong attention to detail.
- Other info: Opportunity for growth and involvement in transformative projects.
The predicted salary is between 28800 - 48000 ÂŁ per year.
This is an exciting opportunity for an experienced investment operations professional to join a purpose‑led charitable organisation. In this role, you will support investment processes, controls, onboarding and reporting that directly enable high‑impact philanthropic giving. Ideal for someone detail‑driven, proactive and confident working across investment operations, compliance and stakeholder coordination.
Our client is a global charitable organisation that supports high‑net‑worth donors through specialist giving structures. Their mission is to make philanthropy more effective through robust operations, efficient processes and best‑in‑class governance.
In this role, you will help manage investment onboarding, controls and operational reporting across a range of donor‑advised investment accounts. Key areas include:
- Supporting onboarding and due diligence for investment accounts
- Overseeing valuations, reporting and investment instructions
- Ensuring controls, compliance and documentation are accurately maintained
- Contributing to operational improvements and wider project work
- Acting as a knowledgeable contact for investment‑related queries
You will play a core role in ensuring the smooth running of investment operations.
- Managing key operational processes across complex assets and segregated accounts
- Preparing and reviewing investment and trading instructions
- Monitoring daily valuations, reporting, controls and account activity
- Maintaining accurate documentation including SOPs and risk logs
- Collaborating with internal teams to ensure timely donor and advisor activity
Strong background in investment operations or a similar financial services role. Highly organised with strong attention to detail and clear communication. Comfortable reviewing technical information and following robust controls. Proactive, analytical and confident working with multiple stakeholders. Motivated by purpose‑led work and improving donor experience.
Hybrid working: minimum two days per week in the office. Opportunity to contribute to meaningful, high‑impact philanthropy. Collaborative, mission‑driven culture with exposure to investment operations and governance. Involvement in ongoing optimisation and transformation projects.
We believe that diverse teams drive innovation and success. That’s why we’re committed to promoting equality of opportunity and creating inclusive workplaces where everyone feels valued and supported. We actively seek out talent from all backgrounds and strive to reflect the rich diversity of the global workforce in every role we recruit for.
Investment Operations Associate employer: Mackie Myers
Contact Detail:
Mackie Myers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment operations field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment processes and compliance. Be ready to discuss how your detail-oriented approach can contribute to operational improvements in a charitable setting.
✨Tip Number 3
Showcase your proactive nature! During interviews, share examples of how you've taken initiative in past roles, especially when it comes to managing complex assets or improving processes.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in our mission-driven work.
We think you need these skills to ace Investment Operations Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investment Operations Associate role. Highlight your background in investment operations, compliance, and any relevant project work to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for purpose-led work and how your proactive approach can contribute to our mission. Don’t forget to mention specific examples of your experience in managing investment processes.
Showcase Your Attention to Detail: In investment operations, details matter! When filling out your application, double-check for any typos or errors. We want to see that you can maintain accuracy and clarity in your documentation right from the start.
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 don’t miss out on any important updates about the role. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Mackie Myers
✨Know Your Investment Operations
Make sure you brush up on your knowledge of investment operations and the specific processes mentioned in the job description. Familiarise yourself with onboarding, compliance, and reporting practices, as these will likely come up during the interview.
✨Showcase Your Detail-Driven Nature
Since the role requires a strong attention to detail, prepare examples from your past experiences where your meticulousness made a difference. Whether it’s maintaining accurate documentation or ensuring compliance, be ready to discuss how your detail-oriented approach has benefited previous projects.
✨Demonstrate Proactivity
This position values a proactive mindset, so think of instances where you took the initiative to improve processes or solve problems. Share specific examples that highlight your ability to anticipate needs and act on them without waiting for direction.
✨Engage with Stakeholders
As you'll be working with multiple stakeholders, practice articulating how you’ve successfully collaborated with others in the past. Be prepared to discuss your communication style and how you ensure everyone is on the same page, especially when dealing with complex information.