Marks Sattin
Investment Operations Analyst
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The Role: Investment Operations Analyst
The Company: UK Leading Independent Funder/Charity
The Location: London
The Opportunity:
As this company 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
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The Requirements:
- Minimum 1+ Year experience 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
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Benefits:
- 12.5% Employers Contribution - with 5% Employees Contribution
- Season Ticket Loan
- Income Protection Scheme
- Life Assurance
- Private Medical Insurance
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