Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office)
Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office)

Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office)

London Full-Time 39000 - 78000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support trade operations for a global wealth management firm, ensuring smooth investment processes.
  • Company: Join a prestigious Mayfair-based boutique wealth manager serving ultra-high-net-worth clients.
  • Benefits: Enjoy hybrid work options, competitive salary, bonuses, pension, and healthcare perks.
  • Why this job: Be part of a dynamic team in a fast-paced environment with opportunities for growth.
  • Qualifications: 3+ years in asset or wealth management; strong organisational and communication skills required.
  • Other info: Work closely with portfolio managers and gain exposure to diverse investment strategies.

The predicted salary is between 39000 - 78000 £ per year.

Job Description

The Role

Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office)

Martis Search are representing a Mayfair based, global Wealth Management business to hire a permanent multi-asset class Trade Support Analyst. The company trade a broad range of investment strategies i.e. multi-asset classes, Private Equity, Fund of Funds and Real Estate for global Ultra-High-Net-Worth Families, Ultra-High-Net-Worth Individuals, Charities, Universities, Trusts and Corporate institutions.

The position sits within their London Trade Support team on their London trading-floor and supports their various Portfolio Management/ Investment teams for all related Middle Office responsibilities. The company have a very healthy track-record and AUM to match.

You must either be from an Asset Management, Wealth Management, or Family Office Middle Office background.

The company offer a hybrid mix of working-from-home and also in-the-office, so you get the best of both worlds.

You will be involved with the full Trade-Life Cycle and Investment Operations responsibilities, including:

· Check daily/weekly cash balances

· Finalise trade data into the in-house reporting system

· Follow-up on trading activity, verifying the execution terms for all our client’s portfolios

· Work closely with portfolio managers on shared clients.

· Trouble-shooting with custodian banks

· Producing monthly/quarterly client valuations

· Produce special client reports

· Monitoring of corporate actions

· Reconciling and checking our positions with the valuation of the underlying custodian

· Maintain client information

· Organise and monitor documents filing

About you:

· Minimum 3 years’ experience in a similar position within financial services

· Comfortable working autonomously and collaboratively; adaptable to working with different personality types

· Comfortable working in a close-knit and demanding environment

· Strong organisational skills, multi-tasking capacity and ability to work under pressure

· Highly reliable and accurate with strong attention to detail

· Efficient and proactive communication skills

· Good command of usual MS Office applications

You would additionally benefit from:

· Experience in Private Equity funds

Salary

£45,000 k pa – £60,000 k pa, plus very good bonus, pension, healthcare and other related benefits.

Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) employer: Martis Search

As a leading boutique wealth manager based in the prestigious Mayfair area, our company offers an exceptional work environment that fosters collaboration and innovation. With a strong focus on employee growth, we provide ample opportunities for professional development alongside a competitive salary and comprehensive benefits package, including hybrid working options that promote work-life balance. Join us to be part of a dynamic team dedicated to delivering outstanding service to ultra-high-net-worth clients while enjoying the unique advantages of working in one of London's most vibrant financial districts.
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Contact Detail:

Martis Search Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office)

✨Tip Number 1

Network with professionals in the asset and wealth management sectors. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.

✨Tip Number 2

Familiarise yourself with the specific investment strategies mentioned in the job description, such as multi-asset classes and Private Equity. Being able to discuss these topics knowledgeably during interviews will demonstrate your genuine interest and understanding of the role.

✨Tip Number 3

Prepare for potential technical questions related to trade support and the trade life cycle. Brush up on your knowledge of cash balance checks, trade data finalisation, and client valuations, as these are key responsibilities in the role.

✨Tip Number 4

Showcase your organisational and communication skills during any interactions with the company. Whether it's through emails or phone calls, being clear and concise will reflect your ability to thrive in a demanding environment, which is crucial for this position.

We think you need these skills to ace Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office)

Trade Lifecycle Knowledge
Middle Office Operations
Cash Management
Data Reconciliation
Attention to Detail
Client Reporting
Communication Skills
Organisational Skills
Multi-tasking Ability
Problem-Solving Skills
Experience with Custodian Banks
Proficiency in MS Office Applications
Adaptability
Team Collaboration
Private Equity Fund Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in Asset Management, Wealth Management, or Family Office roles. Emphasise your familiarity with the Trade Life Cycle and any specific responsibilities you've handled that align with the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience in financial services, your ability to work under pressure, and how you can contribute to their team. Personalise it to reflect your enthusiasm for the position.

Highlight Relevant Skills: In your application, clearly outline your organisational skills, attention to detail, and communication abilities. Provide examples of how you've successfully managed multiple tasks or resolved issues in previous roles.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial for this role.

How to prepare for a job interview at Martis Search

✨Know Your Trade Life Cycle

Make sure you understand the full trade life cycle and can discuss it confidently. Be prepared to explain how your previous experience aligns with the responsibilities listed in the job description, especially around cash balances and trade data finalisation.

✨Demonstrate Attention to Detail

Given the importance of accuracy in this role, be ready to provide examples of how you've maintained high standards in your previous positions. Highlight any specific instances where your attention to detail made a significant impact.

✨Showcase Your Communication Skills

Effective communication is key in a collaborative environment. Prepare to discuss how you've successfully worked with portfolio managers or other teams in the past, and be ready to demonstrate your proactive communication style during the interview.

✨Prepare for Technical Questions

Expect questions related to financial services and asset management. Brush up on relevant terminology and concepts, particularly those related to private equity and fund operations, as these may come up during the discussion.

Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office)
Martis Search
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  • Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office)

    London
    Full-Time
    39000 - 78000 £ / year (est.)

    Application deadline: 2027-07-15

  • M

    Martis Search

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