At a Glance
- Tasks: Maintain model portfolio data and implement trades using Excel and third-party tools.
- Company: Join Fundhouse, a dynamic team focused on investment operations.
- Benefits: Professional development, inclusive culture, and a range of career opportunities.
- Other info: Collaborate with talented colleagues and build relationships with clients and providers.
- Why this job: Make an impact in the investment world while growing your skills and network.
- Qualifications: Experience in investment operations and strong Excel skills required.
The predicted salary is between 31500 - 38500 £ per year.
Investment Portfolio Operations Analyst (Fund House)
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.
You should have a solid understanding of model portfolios and ideally have experience with retail investment platforms.
You will work closely with senior leaders within Fundhouse, as well as external service providers and our clients (financial advisers).
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.
- #J-18808-Ljbffr
Investment Portfolio Operations Analyst in London employer: Mercer
Mercer is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for an Executive Compensation Consultant to thrive. With a strong emphasis on employee growth and development, Mercer offers numerous opportunities for professional advancement while working in the vibrant city of London. The hybrid work model not only promotes work-life balance but also allows employees to engage with a diverse range of clients, ensuring a rewarding and meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Portfolio Operations Analyst in London
✨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.
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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.
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Don’t shy away from reaching out directly to firms like Mercer. 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 Investment Portfolio Operations Analyst in London
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 Mercer.
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 Mercer'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 Mercer
✨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 Mercer.
✨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 Mercer 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 Mercer 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.
