Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support operational management of multi-asset portfolios and ensure top-notch investment processes.
- Company: A prestigious London-based Multi Family Office focused on UHNW families.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in investment operations.
- Qualifications: 2-6 years in investment operations with strong Excel skills and attention to detail.
- Other info: Collaborative environment with opportunities to engage with senior investment staff.
The predicted salary is between 36000 - 60000 £ per year.
Location: London, United Kingdom (Hybrid)
My client is a London-based Multi Family Office that combines institutional rigour with independence, built deliberately for UHNW families seeking alignment, technical capability, and discretion. The role is to support the operational management of multi‑asset portfolios including private market funds, hedge funds, co‑investments, and direct holdings. This is central to ensuring investment processes, reporting, and fund administration are executed to the highest standard across a growing, sophisticated client base.
Key Responsibilities
- Investment Operations and Fund Administration
- Reporting and Data Management
- Valuation, Audit & Tax Support
- Onboarding, Compliance & Governance
- Process Improvement & Systems
Requirements
- 2–6 years’ experience in investment operations, fund administration, or family office operations.
- Strong familiarity with private markets, hedge funds, and multi‑asset investment structures.
- Excellent organisational skills, attention to detail, and a proactive mindset.
- Proficiency with Excel and comfort working with investment reporting systems (e.g. Addepar, ClearWater Analytics, Qplix, Black Diamond, Private Client Reporting, or similar).
- Confident communicator, able to liaise with senior investment staff and external stakeholders.
- Team‑oriented, adaptable, and eager to contribute to a growing, collaborative environment.
Investment Operations Analyst employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who work in family offices or have experience with multi-asset portfolios. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss your experience with private markets and hedge funds. Use specific examples to demonstrate how you've tackled challenges in investment operations.
✨Tip Number 3
Stay updated on industry trends! Subscribe to newsletters or follow relevant blogs to keep your knowledge fresh. This will not only help you in interviews but also show that you're genuinely interested in the field and ready to contribute to a sophisticated client base.
✨Tip Number 4
Apply through our website! We make it super easy for you to find roles that match your skills. Plus, applying directly shows your enthusiasm and commitment to joining our team. Don't miss out on the chance to be part of something great!
We think you need these skills to ace Investment Operations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Operations Analyst role. Highlight your experience in investment operations and fund administration, especially if you've worked with private markets or hedge funds. We want to see how your skills align 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 your background makes you a perfect fit. Don’t forget to mention any specific tools or systems you’re familiar with, like Excel or investment reporting systems.
Showcase Your Attention to Detail: In investment operations, attention to detail is key. When writing your application, make sure there are no typos or errors. We appreciate candidates who take the time to present their work meticulously, as it reflects the standards we uphold at StudySmarter.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes directly to us. Plus, you’ll get to see more about our culture and what we value as a team!
How to prepare for a job interview at Stephenson Executive Search
✨Know Your Investment Operations
Make sure you brush up on your knowledge of investment operations and fund administration. Familiarise yourself with private markets, hedge funds, and multi-asset investment structures. Being able to discuss these topics confidently will show that you're serious about the role.
✨Excel Skills Are Key
Since proficiency with Excel is a must, practice your skills before the interview. Be ready to discuss how you've used Excel in previous roles, especially in reporting and data management. If you can demonstrate your ability to handle complex data, you'll stand out.
✨Communicate Like a Pro
As a confident communicator, you’ll need to liaise with senior investment staff and external stakeholders. Prepare examples of how you've effectively communicated in past roles, especially in challenging situations. This will highlight your interpersonal skills and adaptability.
✨Show Your Team Spirit
This role requires a team-oriented mindset, so be prepared to discuss how you've contributed to a collaborative environment in the past. Share specific examples of teamwork and process improvement initiatives you've been part of, as this will resonate well with the interviewers.
