10 дней назад
Senior Investment Portfolio Operations Analyst (FundHouse)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Investment Portfolio Operations Analyst (Model Portfolios): Maintaining model portfolio data, platform administration, trade implementation, and client reporting for a UK Model Portfolio Service with an accent on retail investment platforms, fund data, and operational accuracy. Focus on managing portfolio updates, resolving operational queries, coordinating with external providers and clients, and developing platform and fund universe expertise.
Location: London, United Kingdom; hybrid work with at least three days per week in the local office or onsite with clients
Company
provides risk, capital, investment, reinsurance, and management consulting services across 130 countries.
What you will do
- Maintain model portfolio data using internal Excel tools and third-party data providers.
- Administer model portfolios on investment platforms and implement trades.
- Build working relationships with platform providers, clients, internal teams, and stakeholders.
- Produce and distribute client reporting and manage Client Support Site access and content.
- Handle operational queries and resolutions by email and telephone.
- Develop expertise in UK retail investment platforms, model portfolios, and the fund universe.
Requirements
- Experience in an investment operations environment.
- Intermediate or advanced Excel skills.
- Good understanding of model portfolios.
- Experience with retail investment platforms.
- Ability to work to deadlines in an organised and efficient manner.
Nice to have
- Client-facing experience.
- Strong listening skills and a collaborative approach.
- Ability to translate new ideas into clear, digestible content.
- Desire to progress and contribute to a successful business.
Culture & Benefits
- Professional development opportunities and interesting work.
- Supportive leadership and an inclusive working environment.
- Flexible hybrid work combining remote work with office collaboration.
- Career opportunities, benefits, and rewards supporting employee well-being.
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