Investment Management Operations Analyst

3 weeks ago


London, Greater London, United Kingdom Mason Blake Full time

Mason Blake, a leading investment management firm based in London, is seeking an experienced Investment Management Operations Analyst to join their team.

The ideal candidate will have experience in a similar role within the investment management sector, with a strong understanding of investment operations and client transitions.

The estimated annual salary for this role is £60,000 - £70,000.

Key Responsibilities:

This position involves ensuring the smooth transition of client accounts, including the coordination of fund launches, fund closures, share class launches, and related transition events.

You will work closely with Portfolio Management, Trading, and Investment personnel to facilitate transition events on a pre and post-event basis.

Responsibilities also include monitoring and processing of daily cash flows and confirming cash flow transactions with custodian banks.

Additionally, you will be responsible for providing assistance and training to colleagues, as well as acting as a subject matter expert for account record set-ups.

Requirements:
  • Proven experience in a similar role within the investment management sector
  • Holds industry-relevant qualifications, such as IMC or CFA, or a desire towards such a qualification
  • Strong communication and interpersonal skills

This is an exciting opportunity for an experienced Operations Analyst to take their career to the next level in a prestigious buy-side house.


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