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For Companies At a Glance
- Tasks: Join our team as a Middle Office Analyst, using SQL for investment operations oversight.
- Company: Work with a prestigious Mayfair-based Wealth Management firm focused on multi-asset class investments.
- Benefits: Enjoy a hybrid work model, competitive salary, annual bonuses, pension, and healthcare perks.
- Why this job: This role blends tech-savvy skills with finance, offering growth in a dynamic environment.
- Qualifications: 1+ years in Wealth or Asset Management Operations with strong SQL skills required.
- Other info: Opportunity to engage in operational project management and change initiatives.
The predicted salary is between 32000 - 48000 £ per year.
Job Description
The Role
Wealth Management Investment Operations Middle Office Analyst with strong SQL experience (Mayfair based Wealth Manager)
Martis Search currently representing a Mayfair based multi-asset class Wealth Management Asset Manager to hire a “Wealth Management Investment Operations Middle Office Analyst with strong working of using SQL.
The role is an excellent opportunity for someone with a minimum of 1-year’s Wealth Management, or Asset Management Operations experience who has an aptitude using SQL and generally is “tech savvy” and likes using coding as part of their Operations role.
The position is a mix of “Investment Operations Oversight” with multiple Custodians and using SQL to send various Operational data feeds (Settlements, Static Data, Data Reconciliations, Client Reporting, Corporate Actions, Trade files) to the various different Custodians.
In addition, there is additional workloads around related Operational Project Management/ Change Management, as well helping out with BAU Investment Operations oversight.
Our client is looking for someone with either:
1) A broad Investment Operations/ Wealth Management/ Asset Management Operations background with a strong working knowledge of using SQL within Operations.
OR
2) Asset Management Operations experience gained within either Settlements, Static Data, Client Reporting, Corporate Actions, or Reconciliations with a strong working knowledge of using SQL within Operations.
The role is also hybrid.
Salary
£40 k pa – £60 k pa plus an annual discretionary bonus, pension, healthcare etc.
Wealth Management Investment Operations Middle Office Analyst with strong SQL experience (Mayfair... employer: Martis Search
Contact Detail:
Martis Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Investment Operations Middle Office Analyst with strong SQL experience (Mayfair...
✨Tip Number 1
Make sure to highlight your SQL skills during any networking opportunities. Engage with professionals in the Wealth Management sector and discuss how you've used SQL in your previous roles. This can help you stand out as a candidate who is not only tech-savvy but also understands the operational side of wealth management.
✨Tip Number 2
Familiarize yourself with the specific investment operations processes mentioned in the job description, such as Settlements, Static Data, and Corporate Actions. Being able to speak knowledgeably about these areas in conversations or interviews will demonstrate your understanding of the role and its requirements.
✨Tip Number 3
Consider reaching out to current or former employees of the company through LinkedIn. Ask them about their experiences and any tips they might have for succeeding in the interview process. This insider knowledge can give you an edge over other candidates.
✨Tip Number 4
Stay updated on the latest trends and technologies in Wealth Management and Asset Management Operations. Being able to discuss recent developments or tools in the industry during your conversations can show your passion and commitment to the field.
We think you need these skills to ace Wealth Management Investment Operations Middle Office Analyst with strong SQL experience (Mayfair...
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in Wealth Management or Asset Management Operations. Clearly outline your roles and responsibilities, especially those related to SQL usage and investment operations oversight.
Showcase SQL Skills: Since the role requires strong SQL experience, include specific examples of how you've used SQL in your previous positions. Mention any projects where you utilized SQL for data feeds, reconciliations, or reporting.
Tailor Your CV: Customize your CV to reflect the job description closely. Use keywords from the job listing, such as 'Investment Operations', 'Custodians', and 'Corporate Actions' to ensure your application stands out.
Craft a Compelling Cover Letter: Write a cover letter that connects your background with the requirements of the role. Discuss your passion for technology in operations and how your skills can contribute to the company's success.
How to prepare for a job interview at Martis Search
✨Showcase Your SQL Skills
Since the role requires strong SQL experience, be prepared to discuss specific projects where you've utilized SQL. Highlight any complex queries you've written or data manipulations you've performed that relate to investment operations.
✨Understand Investment Operations
Familiarize yourself with key concepts in Wealth Management and Asset Management Operations. Be ready to explain how your previous experience aligns with the responsibilities of the role, especially in areas like Settlements, Static Data, and Client Reporting.
✨Demonstrate Tech Savviness
The job description emphasizes being 'tech savvy'. Be prepared to discuss other technologies or tools you’ve used in conjunction with SQL. This could include data visualization tools, programming languages, or any relevant software that enhances operational efficiency.
✨Prepare for Change Management Questions
Since the role involves Operational Project Management and Change Management, think of examples where you've contributed to process improvements or managed changes in your previous roles. Be ready to discuss how you handle challenges during such transitions.
