Our client a leading boutique investment firm with a strong reputation for delivering tailored wealth management solutions to its clients is looking to hire an Operations Analyst to join their team on a hybrid working basis. The organisation values a personalised approach, combining high professional standards with a client-first philosophy.
Role Overview:
The Operations Analyst will play a key role in supporting the Senior Operations Manager by ensuring the smooth delivery of operational services across the business. This is a hands-on position in a dynamic environment that requires attention to detail, adaptability, and excellent organizational skills.
Key Responsibilities:
Update internal systems and maintain accurate records on a daily basis.
Perform reconciliations and review client portfolio performance.
Manage onboarding processes for new clients, including setting up accounts and updating systems.
Assist in preparing client reports, including quarterly valuations.
Support the operations team with general tasks and handle office responsibilities when needed, such as answering phones, greeting visitors, and providing IT or facilities assistance.
Contribute positively to the company’s culture and values.
Participate in training such as first aid or fire marshal certifications.
Take on other responsibilities as required to support the team.
Core Competencies
Proven experience in a similar operations or support role within a fast-paced environment.
Self-motivated with the ability to work flexibly and take initiative.
High level of accuracy and a commitment to improving processes.
Strong organisational and time management skills, with the ability to prioritize effectively.
Friendly and approachable demeanour, paired with strong communication skills.
Proficiency in IT systems, with the ability to learn new tools as needed.
Experience:
Previous experience in financial services is essential (training and development will be provided).
