At a Glance
- Tasks: Manage client onboarding and support across the investment lifecycle.
- Company: Established asset manager in the heart of London.
- Benefits: Gain valuable experience in a dynamic investment environment.
- Other info: Great opportunity for growth in a supportive team.
- Why this job: Kickstart your career in finance with hands-on client servicing experience.
- Qualifications: 1-2 years in client servicing or operations, knowledge of financial systems.
The predicted salary is between 63000 - 77000 £ per year.
A well-established asset manager based in the City is looking for a Client Servicing Analyst to join their Institutional Client Servicing team, supporting onboarding and ongoing operational support across the client lifecycle.
The role: You'll project-manage fund and mandate launches, closures and transition events (custodian changes, in-specie transfers, benchmark changes), acting as the key point of contact for internal stakeholders and external parties including custodians, administrators and transition managers. You'll coordinate market openings, trading agreement set-up with the Derivatives Administration team, and review of IMAs alongside Legal, while providing day-to-day client servicing support for EMEA institutional accounts.
What they're looking for:
- 1-2 years' buy-side experience in a client servicing or operations role
- Strong knowledge of Middle/Back Office functions: settlements, reconciliations, client reporting, performance, pricing & valuation, corporate actions
- Experience with financial systems such as SWIFT, TLM, Bloomberg, or portfolio accounting platforms (HiPortfolio, Portia, etc.)
- Solid understanding of investment product classes: equities, fixed income, derivatives, alternatives
- Strong reconciliation experience, manual and automated
- IMC or similar industry qualification desirable but not essential
- Additional European languages a plus
- Confident communicator, comfortable multi-tasking and working with minimal supervision
This is a strong opportunity for someone early in their operations career to build broad exposure across client servicing, transitions and fund operations within a well-regarded institutional platform.
Client Servicing Analyst / On-boarding Coordinator employer: Mason Blake
Mason Blake is an excellent employer that fosters a collaborative and innovative work culture in the heart of London. Employees benefit from comprehensive professional development opportunities, a supportive team environment, and the chance to contribute to impactful marketing initiatives that resonate with investors. With a focus on quality and continuous improvement, this role offers a rewarding experience for those looking to grow their careers in marketing operations.
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Analyst / On-boarding Coordinator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mason Blake. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Servicing Analyst / On-boarding Coordinator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mason Blake.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mason Blake's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mason Blake
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mason Blake.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mason Blake will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mason Blake employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
