At a Glance
- Tasks: Join our team to manage cash, client accounting, and improve operational processes.
- Company: Corient, the world's largest multi-family office and wealth manager.
- Benefits: Competitive salary, professional development, and exposure to a fast-growing investment business.
- Other info: Collaborative environment with opportunities for continuous improvement and career growth.
- Why this job: Gain hands-on experience in finance while making a real impact on investment operations.
- Qualifications: Relevant qualification in treasury or accountancy and strong Excel skills required.
The predicted salary is between 33075 - 40425 £ per year.
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
We are looking for a motivated, numerate and professionally developing individual to join Corient Dealing & Treasury Services (CDTS) as a Middle Office Analyst. This role is suited to someone who has already gained relevant professional experience and is looking to take greater ownership across cash management, client accounting, reconciliations and platform operations.
The role will have exposure to all areas of a fast-growing Investment Business. Working directly with the Middle Office & Cash Manager, you will support and increasingly take ownership of the day-to-day processes that keep our investment platform running smoothly. We are looking for someone with strong attention to detail, good Excel skills, sound professional judgement and the confidence to investigate issues, propose solutions and contribute across a variety of tasks from day one.
- Cash & Interest
- Monitor client cash balances across multiple partner banks and currencies, escalating or investigating exceptions as appropriate.
- Track fixed-term deposit placements and maturities and support the effective management of associated cash flows.
- Client Accounting & Reconciliations
- Reconcile client positions and cash between systems and sub-custodians.
- Investigate reconciliation breaks, resolve routine issues independently and maintain accurate internal ledgers.
- Support monthly reporting and finance processes, taking ownership of assigned controls and deliverables.
- Provide accurate analysis and data to support internal profitability reviews and client compensation calculations.
- Process Improvement and Documentation
- Maintain procedures and process notes for core Middle Office functions.
- Document and perform control checks, supporting audit and regulatory readiness.
- Identify practical opportunities to improve processes, controls and efficiency, and contribute ideas for implementation.
- Team & Project Support
- Provide analytical and operational support to wider initiatives, including system and platform change.
- Work collaboratively with colleagues across Client Operations, Dealing, and Finance, taking ownership of assigned actions and deliverables.
Essential Requirements
- Relevant professional qualification in treasury or accountancy, either completed or close to completion (for example ACT, ACCA, AMCT, etc).
- Relevant professional experience in financial services, treasury, accounting, investment operations or a comparable analytical environment.
- Strong Excel skills, including formulas, Pivot Tables and data accuracy checks.
- Strong systems aptitude, with the ability to learn new platforms quickly and use technology effectively to support operational processes, controls, and analysis.
- Highly numerate and comfortable analysing and working with financial data.
Desirable requirements
- Experience of cash management, client accounting, reconciliations, custody operations or investment platforms.
- Experience working with operational controls, financial reporting or process documentation.
- An interest in developing broader knowledge across investment operations and contributing to continuous improvement.
Middle Office Analyst - Investments employer: Stonehage Fleming
Stonehage Fleming is an exceptional employer that values its employees by fostering a collaborative and supportive work culture, particularly within the dynamic UK Family Office team. With a strong emphasis on professional development and growth opportunities, employees are encouraged to enhance their skills while managing complex client relationships in a rewarding high-net-worth environment. The company's commitment to delivering outstanding client service ensures that every team member plays a vital role in driving business success and personal fulfilment.
StudySmarter Expert Advice🤫
We think this is how you could land Middle Office Analyst - Investments
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Stonehage Fleming. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Stonehage Fleming.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Stonehage Fleming. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Middle Office Analyst - Investments
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Stonehage Fleming and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Stonehage Fleming how you can be a team player!
How to prepare for a job interview at Stonehage Fleming
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Stonehage Fleming.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Stonehage Fleming's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
