At a Glance
- Tasks: Support financial operations and enhance processes to safeguard assets and ensure data integrity.
- Company: Join the National Wealth Fund, a leader in mobilising investment for the UK.
- Benefits: Competitive salary, hybrid working, and unique learning opportunities.
- Other info: Diverse and inclusive workplace with excellent career growth potential.
- Why this job: Make a real impact on the UK's financial future with cutting-edge technologies.
- Qualifications: Experience in financial operations and strong Excel skills required.
The predicted salary is between 28000 - 32500 £ per year.
At the National Wealth Fund, our mission is to swiftly and effectively mobilise trusted sector insights and investment expertise to unlock billions in private finance for projects across the United Kingdom. Providing £27.8bn of capital and an expanded mandate, we are ready to help the market invest with confidence, continuing to drive forward the Government's growth ambitions.
We are looking for skilled and results-oriented individuals who are motivated to help us build the National Wealth Fund into an industry-leading institution.
Job Purpose
12 Month Fixed Term Contract
Location: Hybrid working with a minimum of 3 days per week in the Leeds office.
Salary: £28,000 - £32,500
Deadline to Apply: 30th July 2026. Early submission is encouraged, and applications will be reviewed on an ongoing basis. Please submit a CV and covering letter.
Role Purpose
Provide high-quality financial/investment operations support through successful delivery and development of processes to create a robust control environment to safeguard the NWF’s assets and the integrity of financial systems, data and reports.
Key Accountabilities
- Accountable for delivering high quality and accurate financial/investment operations activities by exploring efficient and innovative processes as the Fund faces new challenges and stakeholder requirements.
- Leverage technical skills to streamline financial operations by working across multiple data sources and systems, identifying opportunities for automation and optimisation, dealing with data migration and reconciliation and implementing process improvements that enhance accuracy, efficiency, and scalability.
- Assist with delivering financial outputs for stakeholders within deadlines, using basic knowledge to proactively identify varied improvements for portfolio and funding-related reporting, to ensure relevance to business needs.
- Ensure payment requests and transaction calculations are reviewed in a timely and accurate manner to ensure service levels and contractual obligations are met.
- Identify and escalate anomalies in financial data and requests, and ensure all internal controls and delegation of authorities are satisfied.
- Assist with timely and accurate set up, testing and maintenance of data on associated systems, aligned to supporting documentation where required, to ensure integrity of financial data, systems and reports.
- Work with internal stakeholders to assist with identifying and flagging any errors or issues promptly and escalate systems issues to ensure availability and correctness of data and reports.
Knowledge, Skill and Experience Requirements
Required Experience and Skills:
- Experience of managing multiple deadlines whilst collaborating with multiple stakeholders – ideally within a corporate environment.
- Experience in automating/optimising routine tasks in Excel and other financial systems.
- Strong understanding of financial products—including debt, guarantees and equity—with practical experience in supporting their lifecycle, including structuring, servicing, reporting and contractual cashflow calculations.
- Knowledge of MS Office including Excel.
- Excellent written and verbal communication skills.
- Strong organisational skills.
- Excellent attention to detail.
- A flexible attitude to adapt and change direction as needed.
- Comfortable with performing routine tasks on a daily basis.
- A structured and methodical approach.
Desirable Experience:
- Familiarity with financial/loan operations in a financial services environment.
- Basic understanding of financial modelling.
- Understanding or prior experience of implementing payment, settlement and clearance.
- Exposure to implementing or operating financial software tools.
- Knowledge of Workday.
A career with us offers a unique opportunity to make a lasting impact and work on cutting-edge technologies that will drive the UK’s future. We value diversity in our people and inclusion is at the heart of what we do. We offer competitive benefits and unique learning opportunities from combining both private and public sector skills and experience. Please note, referencing and background checks are carried out for all roles here at the National Wealth Fund.
Analyst - Investment Operations employer: UK National Wealth Fund
At the National Wealth Fund, we pride ourselves on being an exceptional employer that fosters a collaborative and inclusive work culture. Our commitment to employee growth is evident through unique learning opportunities that blend private and public sector expertise, empowering you to make a meaningful impact on the UK's future. With competitive benefits and a focus on driving national security and clean energy initiatives, joining our team means contributing to a mission that truly matters.
StudySmarter Expert Advice🤫
We think this is how you could land Analyst - Investment Operations
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We think you need these skills to ace Analyst - Investment Operations
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
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Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at UK National Wealth Fund. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give UK National Wealth Fund confidence in your short-term commitment to the role.
How to prepare for a job interview at UK National Wealth Fund
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with UK National Wealth Fund.
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Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
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✨Demonstrate a Willingness to Learn
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