At a Glance
- Tasks: Own investment operations, manage deals, and ensure compliance from day one.
- Company: Join Wealt, a dynamic private markets co-investment platform in London.
- Benefits: Competitive salary, equity participation, and support for professional qualifications.
- Other info: Hybrid work model with excellent career growth opportunities.
- Why this job: Make a real impact by shaping processes and working directly with the Founder.
- Qualifications: 2-6 years in fund operations or compliance; strong attention to detail required.
The predicted salary is between 56700 - 69300 £ per year.
Wealt is a London-based, principal-led private markets co-investment platform for sophisticated investors across EMEA: HNWIs, family offices and post-exit founders. We source, research and structure high-conviction opportunities, and we commit our own capital in every transaction before inviting investors to co-invest alongside us. We pair institutional access and proprietary research with a digital-first experience, and we manage the full investment lifecycle end to end, from structuring the vehicle to investor updates and exit.
The role involves owning investment and fund operations end to end, working directly with the Founder on every deal from first due diligence to post-investment reporting. This position requires someone who has already run SPV or fund closings and can take ownership from the first week. This role is crucial for keeping every transaction on time, compliant and well documented.
You will engage with both commercial conversations with investors and partners, as well as fund administrators, legal counsel and compliance. Responsibilities include:
- Due diligence and legal documentation: Run operational and legal due diligence on new opportunities alongside the investment team, reviewing subscription agreements, side letters, LPAs, SPV operating agreements and NDAs.
- SPV and fund operations: Own the deal timeline from launch to close, ensuring accurate subscriptions, capital calls, fund flows, closings and distributions.
- Investor onboarding, KYC/KYB and compliance: Manage end-to-end onboarding for individuals and entities, maintaining complete and audit-ready investor files.
- Closing and post-investment: Issue closing confirmations, investor statements and prepare post-investment reporting with the investment team.
- Investor relations support: Act as the operational point of contact for investor requests and support the Investor Relations team.
- Process and systems: Document and improve workflows across deals, onboarding and reporting, while keeping internal tools organised.
Must-haves:
- 2-6 years in fund operations, fund administration, private markets, or compliance in financial services.
- Confident reading legal documents and explaining them in plain English.
- Working knowledge of KYC/KYB and AML.
- Exceptional attention to detail and strong writing skills.
- Strong Excel or Google Sheets skills.
Strongly preferred:
- A degree in Law, Finance, Accounting, Economics or Business Management.
- Exposure to SPVs, closed-ended funds, secondaries or co-investment structures.
- Familiarity with the FCA regime.
Nice to have:
- A professional qualification such as ICA or CISI (compliance), ACCA/ACA (accounting) or CFA Level I.
- Experience with fund jurisdictions and financial regulations.
- Experience with LLM tools and traditional SaaS.
Wealt offers a full-time, hybrid role with a competitive salary and equity participation, along with support for professional qualifications and real ownership from day one.
Wealt is an equal opportunity employer committed to diversity and inclusion across all dimensions.
Operations Analyst / Associate Operations · London (hybrid) · Full time View role → employer: Wealt Group
Wealt Group provides a unique opportunity for professionals to engage deeply in the investment process, from due diligence to post-investment reporting. The company's commitment to a digital-first experience and proprietary research enhances the work culture, making it an attractive place for growth-oriented individuals. Employees benefit from a collaborative environment that values innovation and direct involvement in significant investment decisions.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Analyst / Associate Operations · London (hybrid) · Full time View role →
✨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!
✨Tip Number 2: Attend Finance Events and Conferences
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 Wealt Group. 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 Wealt Group.
✨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 Wealt Group. 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 Operations Analyst / Associate Operations · London (hybrid) · Full time View role →
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 Wealt Group 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 Wealt Group how you can be a team player!
How to prepare for a job interview at Wealt Group
✨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!
✨Showcase Your Financial Acumen
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 Wealt Group.
✨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 Wealt Group'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!
