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For Companies At a Glance
- Tasks: Support trade execution, manage fund operations, and ensure compliance in a dynamic investment environment.
- Company: Fast-growing Multi Family Office in Central London with a global mindset.
- Benefits: Competitive salary, annual bonus, and opportunities for career progression.
- Why this job: Join a supportive team and make a real impact in fund management.
- Qualifications: Experience in fund operations and a genuine interest in portfolio management.
- Other info: Collaborative culture with structured development plans and mentorship.
The predicted salary is between 24000 - 36000 £ per year.
Location: London
Employment Type: Full Time
Industry: Investment and Fund Management
Salary: £40,000 basic salary + annual discretionary bonus
Are you looking for the opportunity to advance your career in a fast-growing Multi Family Office in Central London? We are boosting their Investment Operations team to improve efficiency and innovate the investment offering. The role requires some experience in this field and genuine interest in fund/portfolio management as it carries significant potential for career progression in the short and longer term.
The Opportunity
The successful candidate will likely have a very broad exposure to all aspects of fund operations and fund management, from dealing, operations to compliance and regulatory responsibilities, as well as financial analysis and asset allocation. You will join a business in the ascendancy, with the opportunity to take on more responsibility, seniority and even influence the investment offering.
About the Company
We have seen rapid growth since being founded in 2022. The principals have combined their experience in multinational private banks with an independent boutique experience, but the firm has a truly global mindset. It provides wealth structuring and discretionary investment management services, including managing its own funds, to its international client base of UHNW families.
Culture
The company ethos is built on a ‘people first’ approach to looking after clients and its people. Everyone is encouraged to take ownership of their role and their development. The supportive culture, which includes structured development plans and mentorship, promotes collaboration and self-initiative, so that everyone feels valued and has a forum to contribute and grow.
Key responsibilities for this role:
- Investment Operations: Work with and back-up the trade execution team, carry out trade reconciliation (confirmation, positions and charges across individual clients and portfolios), model portfolio trading and rebalancing. Download and validate reports and trade data from custodian and trading platforms. Manage error recognition and resolution.
2 Fund Operations
Fund Operations Associate employer: Oakcean Capital
Contact Detail:
Oakcean Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fund Operations Associate
✨Tip Number 1
Network like a pro! Reach out to people in the investment and fund management industry, especially those who work at firms you're interested in. A friendly chat can lead to insider info and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their investment strategies and be ready to discuss how your skills align with their goals. Show them you’re genuinely interested in their mission!
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your relevant experience in fund operations.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Fund Operations Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Fund Operations Associate role. Highlight any relevant experience in fund management or operations, and don’t forget to showcase your analytical skills. We want to see how you can contribute to our investment operations team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in fund/portfolio management and why you’re excited about joining our fast-growing Multi Family Office. Let us know what makes you a great fit for our culture and values.
Showcase Your Skills: In your application, be sure to highlight any specific skills that relate to the key responsibilities of the role, like trade reconciliation or financial analysis. We love seeing candidates who can demonstrate their ability to manage error recognition and resolution effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at Oakcean Capital
✨Know Your Fund Operations
Make sure you brush up on your knowledge of fund operations and management. Familiarise yourself with key concepts like trade reconciliation, asset allocation, and compliance. Being able to discuss these topics confidently will show that you're genuinely interested in the role.
✨Showcase Your Analytical Skills
Since the role involves financial analysis, be prepared to demonstrate your analytical skills. Bring examples of how you've used data to make decisions or improve processes in previous roles. This will highlight your ability to contribute to the investment operations team.
✨Emphasise Team Collaboration
The company values a 'people first' approach, so be ready to talk about your experience working in teams. Share specific examples of how you've collaborated with others to achieve common goals, as this aligns with their supportive culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth and future plans. Inquire about their structured development plans and mentorship opportunities. This shows that you're not just interested in the job, but also in your long-term career progression within the firm.
