Operations Analyst - Wealth Management

Job Title: Operations Analyst
Location: London, UK

Job Overview:
European Wealth Manager is looking for a motivated and detail-oriented Operations Analyst to join our team. This role requires working from the hub-office 5 days a week.

Key Responsibilities:
• Financial Reporting: Assist in preparing financial reports, tracking key metrics, and ensuring accurate data collection.
• Reporting: Assist in the preparation and review of fund NAVs, collect relevant broker data for the fund administrator, and review NAVs before preparing monthly investment letters.
• Trading: Assist with preparing trade plans and booking trades into internal systems
• Reporting: Prepare concise and clear reports that communicate complex data findings in an easy-to-understand manner.
• Presentation Support: Help prepare materials for internal presentations and meetings.
• Investment: Listen into research calls and summarise discussions, assist in the completion of subscription documents and KYC of external investment allocations.
• Ad Hoc Support: Help with various tasks as needed, such as preparing account-opening documents for custodians or assisting with data collection for audits.

Qualifications:
• Educational Background: A Bachelor's degree in Finance, Economics, Business, Mathematics, or a related field - Minimum 2:1.
• Experience: c.2 years operations experience from within the Investment or Wealth Management sectotr is essential .

Skills:
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Excel, PowerPoint, and other data analysis tools.
• Knowledge of basic accounting principles is a plus.
• Excellent verbal and written communication skills, with the ability to present complex data clearly and understandably.
• High attention to detail and accuracy, ensuring quality data and analysis.