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Investment Operations Analyst

London

Investment Operations Analyst

  1. Permanent
Up to £40,000 per annum
BBBH194867

London

The details

The Role: Investment Operations Analyst
The Charity: UK Leading Independent Funder
The Location: London
The Opportunity:
As this charity continues to back organisations and projects that aim to create a fairer, more sustainable society they are looking to add to their Investment Operations team! A broad position offering end to end Investment Operations exposure.

The Responsibilities:

  • To work with the Investment Operations Manager, the Investment and the Finance team, and other relevant colleagues on all matters relating to investment oversight
  • Work across operational aspects of the relationship with third parties, in particular the Investment Adviser and Custodian
  • Work with service providers to prepare required data analysis relating to investments such as performance reporting, cost analysis, board reporting etc
  • Assist with setting up new investments through co-ordinating legal and tax advice
  • Support with the Audit
  • Administrative support for the quarterly Investment Committee

The Requirements:

  • Minimum 1 Year expeience across Investment Operations, Reporting or Accounting
  • Strong ICT skills across Excel and CRM systems
  • Experienced in data collection and analysis, forecasting, charting trends etc
  • Exposure to Hedgefunds, Venture Capital or Custodians an advantage


Benefits:

  • Salary: £40k
  • 12.5pc Employers Contribution - with 5pc Employees Contribution
  • Season Ticket Loan
  • Income Protection Scheme
  • Life Assurance
  • Private Medical Insurance

We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.

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