Investment Operations Specialist — NAV & Trade Support
Investment Operations Specialist — NAV & Trade Support

Investment Operations Specialist — NAV & Trade Support

Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support fund operations, investment account setup, and asset allocation.
  • Company: Fast-growing Multi Family Office in Central London with a supportive culture.
  • Benefits: Career progression opportunities and emphasis on personal development.
  • Why this job: Gain significant exposure in finance and grow your career in a dynamic environment.
  • Qualifications: At least 2 years of professional experience and strong Excel skills.
  • Other info: Ideal for those with an analytical mindset looking to make an impact.

The predicted salary is between 28800 - 48000 £ per year.

A fast-growing Multi Family Office in Central London is looking for an Operations Associate. This entry-level role offers the chance to work across fund operations, investment account setup, and asset allocation, providing significant exposure and potential for career progression.

Candidates should have at least 2 years of professional experience, strong Excel skills, and an analytical mindset. The supportive culture here emphasizes personal development and ownership, making it an excellent place to grow your career.

Investment Operations Specialist — NAV & Trade Support employer: Oakcean Capital

Join a dynamic Multi Family Office in Central London, where you'll thrive in a supportive culture that prioritises personal development and career progression. As an Investment Operations Specialist, you'll gain invaluable experience in fund operations and asset allocation, all while enjoying the benefits of a collaborative work environment that encourages ownership and innovation.
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Contact Detail:

Oakcean Capital Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Operations Specialist — NAV & Trade Support

Tip Number 1

Network like a pro! Reach out to people in the investment operations field, especially those working in multi-family offices. A friendly chat can lead to valuable insights and even job referrals.

Tip Number 2

Show off your Excel skills! Prepare a mini-project or analysis that highlights your analytical mindset. Bring it along to interviews to demonstrate your capabilities and stand out from the crowd.

Tip Number 3

Research the company culture! Understand their values and how they support personal development. Tailor your conversations during interviews to show how you align with their supportive environment.

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Investment Operations Specialist — NAV & Trade Support

Fund Operations
Investment Account Setup
Asset Allocation
Excel Skills
Analytical Mindset
Professional Experience
Personal Development
Ownership

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience, especially in fund operations and investment account setup. We want to see how your skills align with the role, so don’t be shy about showcasing your strong Excel skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Investment Operations Specialist role and how your analytical mindset can contribute to our supportive culture. Let us know what makes you tick!

Showcase Your Experience: Even if you’re applying for an entry-level position, we want to see your professional experience. Highlight any relevant roles or projects that demonstrate your understanding of asset allocation and trade support. It’s all about showing us what you’ve got!

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 you’re keen on joining our team!

How to prepare for a job interview at Oakcean Capital

Know Your Numbers

Brush up on your Excel skills before the interview. Be prepared to discuss how you've used Excel in previous roles, especially in relation to data analysis and reporting. This will show that you have the technical skills needed for the Investment Operations Specialist position.

Understand the Role

Make sure you thoroughly understand the responsibilities of an Operations Associate in a Multi Family Office. Research fund operations, investment account setup, and asset allocation. Being able to speak knowledgeably about these topics will demonstrate your genuine interest in the role.

Showcase Your Analytical Mindset

Prepare examples from your past experience where you've had to analyse data or solve problems. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you convey your analytical mindset effectively during the interview.

Emphasise Personal Development

Since the company values personal development, be ready to discuss your career goals and how you plan to grow within the organisation. Share any relevant courses or training you've undertaken, and express your enthusiasm for taking ownership of your professional journey.

Investment Operations Specialist — NAV & Trade Support
Oakcean Capital

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