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For Companies 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 working, competitive salary, bonuses, pension, and healthcare perks.
- Why this job: Be part of a dynamic team in a fast-paced environment with significant client impact.
- Qualifications: 3+ years in asset or wealth management; strong organisational and communication skills required.
- Other info: Opportunity to 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
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 to showcase your experience with trade support and middle office functions. Think of specific examples from your past roles where you successfully managed trade life cycles or resolved issues with custodian banks, as this will highlight your relevant skills.
✨Tip Number 4
Research the company thoroughly, including their values, recent news, and their approach to client management. Tailoring your conversation to align with their mission during interviews can set you apart from other candidates.
We think you need these skills to ace Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office)
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 and how it prepares you for the responsibilities listed, such as working with portfolio managers and handling client valuations.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as strong organisational skills, attention to detail, and effective communication. Provide examples of how you've demonstrated these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
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. Discuss specific instances where your attention to detail made a difference in your work.
✨Showcase Your Communication Skills
Effective communication is key in this role, especially when working with portfolio managers and custodian banks. Prepare to share examples of how you've successfully communicated complex information to different stakeholders.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to work under pressure. Think of situations where you've had to troubleshoot issues or manage multiple tasks simultaneously, and be ready to discuss them.
