Jupiter Asset Management
Interim Client Operations Oversight Analyst (12 month FTC)
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Interim Client Operations Oversight Analyst (12 month FTC)
Client Operations Oversight Specialist (Fixed-Term Contract)
About Jupiter
Jupiter is one of the UK’s leading investment management companies with just under 500 employees and £54 billion worth of assets under management (as at 31st December 2025). We provide investment services to individual and institutional investors through:
- Mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs)
- Separately managed accounts
- Sub-advised funds
We have experienced international growth with offices in EMEA and APAC. Our London office — located just minutes from Victoria station — offers:
- Stair-free access from Underground (Victoria line), National Rail platforms, and limited road crossings
- Health-focused amenities, including:
- Floor-to-ceiling windows to encourage natural light
- A private balcony
- Table tennis room
- Cycle storage and on-site shower/locker facilities
- Close proximity to Green Park and St James’ Park for outdoor relaxation during breaks
We offer a 3:2 hybrid working model in the UK:
- Tuesdays, Thursdays, and a third day of your choice worked in-office
- The other two days can be worked remotely
This arrangement supports collaboration while allowing employees to maximise productivity and maintain a healthy work/life balance.
About the Role
This 12-month fixed-term contract (FTC) position is based in the Client Operations Oversight Team, part of the broader Client Operations Team. Your responsibilities will include:
- Overseeing outsourced services and ensuring retained processes meet robust controls, risk, and regulatory obligations while achieving commercial objectives.
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Key Responsibilities
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Transfer Agency (TA) Oversight
- Conduct control activities for TA functions across UK, Ireland, and Luxembourg, including:
- Remedial actions where necessary
- Effective supplier oversight, including 1st-line monitoring, ad-hoc reviews, and analysis of breaches and complaints
- Review and maintain procedures relevant to the team’s processes
- Conduct control activities for TA functions across UK, Ireland, and Luxembourg, including:
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Error Resolution & Process Improvement
- Complete and coordinate internal error reporting, identifying areas for process improvements
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Performance Review
- Review TA referral KPIs to identify trends and improvements
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Dormant Assets Management
- Manage the process of repatriating lost client accounts, leveraging TA tools and additional resources
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CASS Compliance Involvement
- Actively participate in CASS activities, reporting areas of concern to the CASS Oversight Manager
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Supplier Communication & Issue Logs
- Lead monthly operational review meetings with TA providers, ensuring:
- Accurate minutes-taking
- Action tracking and progress
- Maintain issue logs for suppliers, resolving them promptly
- Lead monthly operational review meetings with TA providers, ensuring:
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Rebate Administration
- Perform monthly oversight of TA-generated rebate accrual and payment files to ensure alignment with expectations
- Handle both internal and external rebate queries in a timely manner
Desired Skills & Experience
- Relevant financial services experience in customer services administration
- Proven ability to build and manage relationships with:
- Internal contacts
- External suppliers and clients
- Comfortable working under tight deadlines in pressurised environments
- Strong analytical skills with attention to detail
- Good working knowledge of:
- Transfer Agency (TA) systems
- Unit Trust, ICVC, and SICAV processes
- Regulatory environment (including onshore & offshore investments)
- CASS and AML/KYC compliance
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Demonstrated ability to:
- Identify and implement process/service improvements
- Investigate issues and solve them proactively
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Excellent written and verbal communication skills
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Team-oriented, adaptable approach
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Intermediate proficiency in Word and Excel
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Ability to manage stakeholder expectations
Additional Role Details
This position is subject to the Financial Conduct Authority (FCA) Conduct Rules.
Don’t meet all requirements? Jupiter values diversity and inclusion and encourages applications even if your experience doesn’t align perfectly with this list.
Why Join Jupiter?
Our high-conviction investment philosophy drives how we deliver value for clients. Here’s why we stand out:
We believe success comes from teamwork—innovation, accountability, and collaboration are central to our culture.
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We welcome diverse perspectives and work lifespans where everyone is empowered to impact:
- Client success
- Our business
- The wider world
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We embrace agility—working bias toward action, taking ownership, and continuously improving.
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We’re tenacious ambassadors of change, carving better paths forward while sharing lessons with our teams.
At Jupiter, your potential unlocks our clients’ potential. Come grow with us.
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Jessica, London
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