The Role: Investment Operations Analyst
The Charity: UK Leading Independent Funder
The Location: London
The Opportunity:
As this charity continues to back organisations and projects that aim to create a fairer, more sustainable society they are looking to add to their Investment Operations team! A broad position offering end to end Investment Operations exposure.
The Responsibilities:
- To work with the Investment Operations Manager, the Investment and the Finance team, and other relevant colleagues on all matters relating to investment oversight
- Work across operational aspects of the relationship with third parties, in particular the Investment Adviser and Custodian
- Work with service providers to prepare required data analysis relating to investments such as performance reporting, cost analysis, board reporting etc
- Assist with setting up new investments through co-ordinating legal and tax advice
- Support with the Audit
- Administrative support for the quarterly Investment Committee
The Requirements:
- Minimum 1 Year expeience across Investment Operations, Reporting or Accounting
- Strong ICT skills across Excel and CRM systems
- Experienced in data collection and analysis, forecasting, charting trends etc
- Exposure to Hedgefunds, Venture Capital or Custodians an advantage
Benefits:
- Salary: £40k
- 12.5pc Employers Contribution - with 5pc Employees Contribution
- Season Ticket Loan
- Income Protection Scheme
- Life Assurance
- Private Medical Insurance
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Investment Operations Analyst in London employer: Marks Sattin Careers
Join a leading independent accountancy and advisory firm in Leeds or Manchester, where you will benefit from a supportive work culture that values autonomy and professional growth. With a diverse client portfolio and a commitment to employee development, this firm offers excellent benefits and a collaborative environment, making it an ideal place for Corporate Tax Managers looking to enhance their skills and advance their careers.
