Martis Search
Wealth Management Investment Operations Analyst – Graduate calibre with some Operations experience & Advanced Excel, VBA, or Python

How your CV stacks up
Upload your CV to see how well it fits this job role
?%
The Role
Wealth Management Investment Operations Analyst – Graduate calibre with some Operations experience & Advanced Excel, VBA, or Python
Martis Search are representing a boutique Mayfair based Wealth Management Asset Manager to hire a permanent “Wealth Management Investment Operations Analyst.”
Our client is open to hire a graduate calibre, ideally with some Operations experience i.e. Reconciliations, or KYC Client Onboarding and a proven aptitude with coding such as Advanced level Excel, VBA, or Python and to learn “Wealth Management Investment Operations” on the job.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Our client’s idea is that they are willing to teach you and so that you “learn on the job” (from a highly experienced and reputable Head of Operations), but as you progress with your knowledge in the role, you will be expected to develop your IT coding skills to automate certain Operational functions; so the role has a mix of BAU and project management/change to it.


Get help with your application
Your very own career expert that helps elevate your application to the next level.
This is a small and boutique Wealth Management company, so offers amazing exposure, a highly successful company (this is very important) a brilliant manager, a great team, lots to learn within Investment Operations (products, processes, systems) and hybrid working too.
Salary
Between £35,000 - £40,000 pa dependent upon experience, plus discretionary bonus, healthcare.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location