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For Companies At a Glance
- Tasks: Manage model portfolio data and build relationships with clients and providers.
- Company: Join Fundhouse, a dynamic investment firm focused on growth and innovation.
- Benefits: Professional development, inclusive culture, and a range of career opportunities.
- Why this job: Make an impact in the investment world while developing your skills.
- Qualifications: Experience in investment operations and strong Excel skills.
- Other info: Be part of a supportive team that values your contributions.
The predicted salary is between 36000 - 60000 £ per year.
Fundhouse is seeking an Investment Portfolio Operations Analyst to join our growing team. The successful applicant will join our Operations team, whose efforts underpin the continued success and stability of our Model Portfolio Service in the UK. The candidate should have a solid understanding of model portfolios and ideally have experience with retail investment platforms. They can expect to work closely with senior leaders within Fundhouse, as well as external service providers and our clients (financial advisers).
Key attributes of a successful candidate include the ability to multitask, be organised and efficient, be self-driven, and have a keen eye for detail.
We will count on you for:
- Responsibility: Be responsible for maintaining model portfolio data via internal Excel tools and third-party data providers, administration and maintenance of model portfolios on platforms, implementation of trades.
- Relationships: Build strong working relationships with model portfolio teams at third party providers, clients, and internal colleagues & stakeholders.
- Communications: Manage operational queries and resolution via email and telephone. Produce and distribute client reporting. Manage access to our Client Support Site and maintain content.
- Expertise: Develop a deep understanding of UK retail investment platforms, our portfolios, and the fund universe, in order to help us successfully maintain and grow our presence on platforms and ultimately enable client growth.
What you need to have:
- Experience within an Investment Operations environment
- Intermediate / advanced level of Excel (to be tested at interview)
- Good understanding of model portfolios
- Some experience with retail investment platforms
- Ability to work to deadlines in an organised and efficient manner
What makes you stand out:
- Client-facing experience desirable
- Hardworking team player with strong listening skills
- Ability to translate new ideas into clear, digestible content
- Desire to progress and enthusiasm to be part of a successful business
Why join our team:
We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
We are an equal opportunities employer.
Investment Portfolio Operations Analyst employer: Marsh & McLennan Companies
Contact Detail:
Marsh & McLennan Companies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Portfolio Operations Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the investment operations field, especially those who work at Fundhouse or similar companies. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Show off your Excel skills! Since you'll be tested on this, brush up on your intermediate to advanced functions. Maybe even create a mini project to demonstrate your abilities when you get the chance to chat with potential employers.
✨Tip Number 3
Be proactive in your follow-ups. After applying through our website, drop a quick email to express your enthusiasm for the role. It shows initiative and keeps you on their radar!
✨Tip Number 4
Prepare for those client-facing scenarios! Think of examples from your past experiences where you’ve successfully managed queries or built relationships. This will help you shine during interviews and show you’re ready for the role.
We think you need these skills to ace Investment Portfolio Operations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Investment Portfolio Operations Analyst. Highlight your experience with model portfolios and retail investment platforms, as well as your Excel skills. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for investment operations and how your skills align with what we’re looking for. Don’t forget to mention why you want to join Fundhouse specifically.
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
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 Marsh & McLennan Companies
✨Know Your Numbers
Brush up on your Excel skills before the interview. Since the role requires intermediate to advanced Excel knowledge, practice using functions and formulas that are relevant to investment data management. Being able to demonstrate your proficiency will definitely impress the interviewers.
✨Understand Model Portfolios
Make sure you have a solid grasp of what model portfolios are and how they function within the investment landscape. Familiarise yourself with the specific model portfolios that Fundhouse offers, as well as any recent trends in the market. This will show your genuine interest and preparedness for the role.
✨Build Rapport
Since the role involves building relationships with clients and third-party providers, practice your communication skills. Think about how you can convey complex information clearly and concisely. During the interview, be friendly and approachable; this will help you connect with the interviewers and demonstrate your client-facing abilities.
✨Show Your Organisational Skills
Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. Highlight your ability to stay organised and meet deadlines, as these are key attributes for the role. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.