The Role : Investment Operations Analyst

T
he 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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