The Investment Operations Associate role involves proactively communicating with clients, managing core operations processes, and collaborating with various teams to enhance servicing for a global client base, all within a supportive and agile work environment.
Client Details
The client is a global, privately owned financial services provider managing assets exceeding US$30 billion, with a fundamental and contrarian investment philosophy that prioritises delivering value to institutional and retail investors worldwide. They are seeking an Investment Operations Associate to contribute to their client operations team.
Description
*Proactively communicate with clients and assist with account openings and client onboarding.
*Conduct operational processes such as KYC checks, money reconciliations, and transaction processing.
*Take ownership of responsibilities in the transaction cycle, verifying transactions and sensitive information.
*Collaborate with global teams and manage projects for process improvements.
*Develop strong relationships with both internal and external stakeholders.
Profile
The ideal Investment Operations Associate candidate is an articulate communicator with strong analytical skills and attention to detail. They are a self-starter who values teamwork, takes initiative, and holds high standards of integrity. With an undergraduate degree and 1-2 years of professional experience, they also demonstrate a keen interest in the investment industry.
Job Offer
The client is based in the City of London and provides an agile work environment that encourages both professional and personal growth, alongside extensive learning and development opportunities. Candidates can expect a career that supports autonomy, collaboration, and the chance to make impactful contributions.