Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare client trade instructions and support the Client Operations team in a dynamic environment.
- Company: Fast-growing firm with over 300 people, focused on innovation and teamwork.
- Benefits: Competitive pay, private medical insurance, flexible working, and wellness benefits.
- Why this job: Kickstart your career in finance with opportunities for growth and impactful work.
- Qualifications: Attention to detail, effective communication, and proficiency in Microsoft Office.
- Other info: Engaging role with a focus on professional development and social events.
The predicted salary is between 28800 - 48000 £ per year.
As a fast-growing company of over three hundred people, we are looking for someone to prepare client execution instructions and trade orders, to support the wider Client Operations team. The Client Operations team are currently going through a period of transition to ensure our processes are scalable and efficient to support future growth. While the responsibilities listed below will be fundamental and core to the role, there may be occasions where other Operational teams require assistance through this period of transition and restructure. The candidate will be an integral member of the global Client Operations team in an entry-level junior role, with broad scope for progression into multiple specialist functions within the Client Operations team.
Position Attributes and Responsibilities
- Monitor client execution activity and proactively prepare client trade instructions for execution via custodians, nominees and brokers for instruments including exchange traded funds, UCITS funds, bonds, stocks, FX, futures and hedge funds.
- Prepare and pre-complete all hedge fund execution documentation on behalf of clients for any directly held investments.
- Prepare and pre-complete all commitment documentation on behalf of clients for any Private Equity commitments.
- Coordinate internal and external capital calls, preparing instructions to enable payments from client custody accounts.
- Prepare and complete all documentation relating to the transfer of assets between investors/entities.
- Adhere to Partners Capital execution policy and procedures.
- Work alongside the Client Operations and Reporting Teams to assist with their day-to-day priorities. This may include taking on additional responsibilities to support these teams with their daily tasks.
- Develop a strong relationship with internal teams to better understand key processes across the company.
- Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
- Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.
If you believe you have some (or all) of these attributes and are looking to fulfil your potential in an engaging role with an excellent long-term career progression in a growing firm, we encourage you to apply.
- Can demonstrate a high level of attention to detail and is comfortable working with numbers.
- Able to communicate effectively with peers and senior members of the wider team.
- Able to prioritise daily workloads whilst working efficiently and accurately under pressure.
- Able to multi-task in a fast-paced investment environment.
- Proficiency using Microsoft Office, particularly Excel/PowerPoint/Outlook.
Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits and a flexible “results-focused” working model. Our benefits package includes private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.
Trade & Treasury Operations Analyst employer: Partners Capital
Contact Detail:
Partners Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trade & Treasury Operations Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. The more people you know, the better your chances of landing that Trade & Treasury Operations Analyst role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their processes and how you can contribute to the Client Operations team. Show them you're not just a fit for the role, but for the company too!
✨Tip Number 3
Practice your communication skills! Being able to articulate your thoughts clearly is key, especially when discussing complex topics like trade instructions and asset transfers. Role-play with a friend or use online resources to sharpen those skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our growing team at Partners Capital.
We think you need these skills to ace Trade & Treasury Operations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trade & Treasury Operations Analyst role. Highlight any relevant experience or skills that match the job description, especially your attention to detail and ability to work with numbers.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how you can contribute to the Client Operations team. Be genuine and let your personality come through.
Showcase Your Skills: Don’t forget to mention your proficiency in Microsoft Office, particularly Excel. If you have experience with financial instruments like ETFs or bonds, make sure to include that too. We love candidates who can hit the ground running!
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 Partners Capital
✨Know Your Numbers
As a Trade & Treasury Operations Analyst, you'll be working with numbers daily. Brush up on your numerical skills and be prepared to discuss how you handle data and calculations. Practise explaining complex financial concepts in simple terms, as this will show your ability to communicate effectively with both peers and senior members.
✨Understand the Role
Make sure you thoroughly understand the responsibilities outlined in the job description. Familiarise yourself with terms like 'hedge funds', 'UCITS funds', and 'capital calls'. This knowledge will not only help you answer questions confidently but also demonstrate your genuine interest in the role and the company.
✨Showcase Your Attention to Detail
Attention to detail is crucial in this role. Prepare examples from your past experiences where your meticulous nature made a difference. Whether it was catching an error in a report or ensuring compliance with regulations, these anecdotes will highlight your suitability for the position.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the transition period the Client Operations team is undergoing or how they measure success in this role. This shows that you're engaged and thinking about how you can contribute to the team's goals.
