Wealth Management Operations Analyst

Our client is a boutique, long established investment management firm with an impressive parent company. Boasting top performance and enormous growth this is an exciting time to join.

This is a newly created varied Middle Office role which will assume full responsibility & ownership for onboarding new clients working in a client facing capacity directly liaising with new clients until fully onboarded.

Along with facilitating the client onboarding activities (checking and collating new client documentation, setting up custody accounts, account opening etc), this role is also analytical, analysing and preparing fund performance, checking portfolio performance attribution and valuations, trade inputting, assisting with the creation of suitability reports for prospective clients as well as liaising with third party providers to name just a few tasks.

This is truly an exciting opportunity to be a part of the next chapter of this asset managers significant growth and expansion. You will also get involved in various exciting projects within a demanding, yet exciting role in a fast growing environment that is collaborative and offers future career development for top performers.

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