Investment Operations Analyst

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

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