Investment Operations, Single Family Office in London
Investment Operations, Single Family Office

Investment Operations, Single Family Office in London

London Full-Time 42000 - 60000 £ / year (est.) No home office possible
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Recruitment Resolution Ltd

At a Glance

  • Tasks: Support investment operations and collaborate with a skilled team on diverse asset management projects.
  • Company: Well-established Single-Family Office in the heart of London.
  • Benefits: Competitive salary, annual bonus, private medical insurance, and 25 days holiday.
  • Why this job: Join a dynamic team and make an impact in a globally diversified portfolio.
  • Qualifications: Degree in finance or related field, with experience in investment operations.
  • Other info: Flat structure with opportunities for professional growth and development.

The predicted salary is between 42000 - 60000 £ per year.

Top reasons to work for this client:

  • Basic salary to £60k per annum.
  • Annual Bonus (personal performance).
  • Well-established Single-Family Office across multiple asset classes.
  • Excellent opportunity to be part of a collaborative and highly skilled team.
  • Reporting into the Executive Director working in an Investment Team of 5.
  • Rewarding blend of operations (back & middle office).
  • Flat structure, occasional aspects for analytical support.
  • Globally diversified, multi asset portfolio across both public and private markets.
  • London based Head Office, W1 (Marylebone district).
  • Monday to Friday 8.30am-5.30pm.
  • Private medical & dental insurance, enhanced 5% Pension Contributions.
  • Discounted gym membership, cycle to work, workplace nursery scheme.
  • 25 days holiday + BH.
  • Support for professional qualifications.

Core responsibilities will typically include:

  • Assist with portfolio monitoring activities such as performance tracking, risk reporting, reconciliation, and portfolio reviews.
  • Actively support investment team processes, ensuring timely completion of reporting, documentation, and workflow management.
  • Liaise with custodians, fund administrators and other external service providers to ensure accurate settlement, reporting, and data integrity.
  • Support the operational execution of investment activities across public and private markets, including trade support, fund subscriptions and redemptions, capital call processing, and cash flow coordination.
  • Prepare high-quality reports, dashboards, and presentations for the client, the investment committee, and internal stakeholders.
  • Collaborate with the team to identify operational efficiencies, improve internal controls, and enhance investment process infrastructure.
  • Support compliance-related tasks and ensure proper record keeping across investment documentation and portfolios.
  • Provide analytical support on investment research and due diligence projects as needed.

Expected Qualifications, Skills & Experience:

  • Relevant experience in investment operations, portfolio support, asset management or related financial role.
  • Educated to a Degree standard (or equivalent) in numerical or financial discipline.
  • Good understanding of accounting principles and P&L reporting.
  • Highly proficient in MS Excel with financial analysis skills.
  • Strong attention to detail, ability to manage own workload and priorities.
  • Ideal: Experience gained in a Multi-Family Office or Single-Family Office.
  • Russian speaking.
  • Familiarity with investment platforms such as Bloomberg and Addepar.

Investment Operations, Single Family Office in London employer: Recruitment Resolution Ltd

Join a prestigious Single Family Office in the heart of London, where you will be part of a collaborative and highly skilled investment team. With a flat structure that encourages professional growth and a rewarding blend of operations, this role offers competitive benefits including private medical insurance, enhanced pension contributions, and support for professional qualifications, making it an excellent employer for those seeking meaningful and impactful work.
Recruitment Resolution Ltd

Contact Detail:

Recruitment Resolution Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Operations, Single Family Office in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the investment world, especially those who work in family offices. A friendly chat can lead to insider info about job openings that aren't even advertised yet.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of portfolio monitoring and risk reporting. We want you to shine when discussing how you can support the investment team processes and improve operational efficiencies.

✨Tip Number 3

Showcase your analytical skills! Bring examples of high-quality reports or dashboards you've created in the past. This will demonstrate your ability to prepare impactful presentations for stakeholders.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Investment Operations, Single Family Office in London

Portfolio Monitoring
Risk Reporting
Reconciliation
Performance Tracking
Workflow Management
Trade Support
Fund Subscriptions
Capital Call Processing
Cash Flow Coordination
Financial Analysis
MS Excel Proficiency
Attention to Detail
Understanding of Accounting Principles
P&L Reporting
Investment Research

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Operations role. Highlight relevant experience in investment operations, portfolio support, and any analytical skills you possess. We want to see how your background aligns with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our collaborative team. Be sure to mention any specific experiences that relate to the responsibilities listed in the job description.

Showcase Your Skills: Don’t forget to highlight your proficiency in MS Excel and any familiarity with investment platforms like Bloomberg. We love seeing candidates who can demonstrate their technical skills and attention to detail, so make sure these stand out in your application.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your materials!

How to prepare for a job interview at Recruitment Resolution Ltd

✨Know Your Numbers

Make sure you brush up on your financial knowledge, especially around accounting principles and P&L reporting. Be ready to discuss how you've used these skills in previous roles, as this will show your understanding of the investment operations landscape.

✨Showcase Your Analytical Skills

Since the role involves analytical support and performance tracking, prepare examples of how you've successfully analysed data or improved processes in past positions. Use specific metrics or outcomes to highlight your contributions.

✨Familiarise Yourself with Tools

If you have experience with investment platforms like Bloomberg or Addepar, be sure to mention it. If not, take some time to learn the basics of these tools. This shows initiative and a willingness to adapt to the company's systems.

✨Ask Insightful Questions

Prepare thoughtful questions about the team dynamics, operational efficiencies, and how they measure success in the role. This not only demonstrates your interest but also helps you gauge if the company culture aligns with your values.

Investment Operations, Single Family Office in London
Recruitment Resolution Ltd
Location: London
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