Financial Operations Associate

2 weeks ago


London, Greater London, United Kingdom IFM Investors Full time

Job Overview

We are seeking a skilled Financial Operations Associate to join our team as a Client Onboarding Specialist. As a key member of our operations team, you will be responsible for managing the end-to-end client onboarding process, ensuring timely and efficient onboarding of new clients while providing exceptional client service.

About Us

IFM Investors is a private markets manager with a focus on infrastructure and capabilities in unlisted and listed equity, private equity, and debt. We manage AU$218.3 billion across all asset classes on behalf of 717 institutional clients. Our global network helps us uncover opportunities, and our reach, reputation, and relationships enable us to access deal flows that few other managers can.

The Role

In this role, you will liaise with clients, track and manage the onboarding process, lead major change events, and perform AML/KYC risk assessments. You will also validate FATCA and CRS forms, complete preliminary reviews of investor legal documents, and cross-reference AML/KYC data against all investor documents.

Required Skills and Qualifications

  • 5+ years' experience in client onboarding, tax services, or AML/KYC compliance roles within the financial services industry.
  • Tertiary qualification in business, management, financial services, or a related field.
  • Proven ability to champion quality client outcomes to internal stakeholders.
  • Strong knowledge of MS Office, including Excel, PowerPoint, Outlook, and CRM systems.
  • Understanding of current global regulatory environment and requirements.

Benefits

As an IFM Investor, you'll have the opportunity to make a meaningful contribution to our mission of investing, protecting, and growing the savings of millions of people. You'll enjoy a competitive salary, generous leave entitlements, and a collaborative work environment that values diversity and inclusion.



  • London, Greater London, United Kingdom cer Financial Ltd Full time

    Job DescriptionCer Financial Ltd is seeking a Senior Associate Product Control to join their team. The successful candidate will be responsible for managing financial operations, ensuring accurate accounting records, and reporting to stakeholders.Key Skills and QualificationsBachelor's degree in Finance or AccountingMinimum 2 years of experience in financial...


  • London, Greater London, United Kingdom cer Financial Ltd Full time

    Job Description:We are seeking a Senior Associate Product Control to join our team. As we continue to grow in size, scale and complexity, this role will play a key part in ensuring the accuracy and integrity of our financial data.Key Responsibilities:Performing financial analysis and control activities to ensure compliance with regulatory...


  • London, Greater London, United Kingdom Chatham Financial Full time

    About the Company:Chatham Financial is a global leader in debt and derivative solutions, providing clients with access to in-depth knowledge, innovative tools, and a team of over 600 experts. We handle over $750 billion in transaction volume annually and serve more than 3,500 clients worldwide.Role Overview:The Transaction Operations Associate will be...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planning Associate - Technical SupportWe are seeking a skilled Financial Planning Associate to provide technical support to our financial advisers. In this role, you will be responsible for delivering high-quality paraplanning services, including report writing, research, and presentation preparation. As a Financial Planning Associate, you will...


  • London, Greater London, United Kingdom Taylor Root Full time

    Job Title: Financial Operations AssociateTaylor Root is seeking a highly motivated Financial Operations Associate to join their team. The successful candidate will be responsible for analyzing efficiency metrics on various client matters and collaborating in revenue management aspects of the pitching process.The ideal candidate will have experience with...


  • London, Greater London, United Kingdom Bloomberg LP Full time

    Key ResponsibilitiesWe are seeking a highly organized and detail-oriented Financial Operations Associate to join our team at Bloomberg LP. As a key member of our Procure to Pay department, you will be responsible for managing the entire financial operations cycle, from accounts payable to accounts receivable.The successful candidate will have a strong...


  • London, Greater London, United Kingdom CRS Full time

    Job Title: Financial Operations AssociateEstimated Salary: £28,000 - £32,000 per annum (dependent on experience)About CRSCRS is a fast-growing player in the SME Lending Landscape. Established in 2019, they have created an excellent brand name due to quick, efficient, and accessible funding options via their bespoke customer & broker portals.The company has...


  • London, Greater London, United Kingdom Clinical Professionals Limited Full time

    Job Title: Financial Operations AssociateLocation: Basingstoke, Hampshire (Hybrid)Estimated Salary: Up to £19,680 per annum based on a 37-hour week (£38,491 FTE)Job Type: 6 Month Contract – Possibility of extension/made permanentClinical Professionals Limited is seeking a highly motivated and organised Financial Operations Associate to join our finance...


  • London, Greater London, United Kingdom Tether Operations Limited Full time

    Tether Operations Limited is seeking a highly skilled Financial Operations Specialist to enhance organizational efficiency and lead the development of streamlined processes with a strong emphasis on financial operations.The ideal candidate will excel in creating and implementing robust workflows, leveraging technology to optimize financial and operational...


  • London, Greater London, United Kingdom Laser Digital group Full time

    Laser Digital, a leading crypto business, seeks an experienced Financial Operations Associate to join our team in London or Dubai. This opportunity includes the option to relocate to Dubai.Company OverviewWe are a pioneering company redefining the frontier of digital finance. With backing from Nomura, we deliver scalable solutions across trading, asset...


  • London, Greater London, United Kingdom Floss Agency Full time

    Floss Agency is seeking a highly organized and detail-oriented individual to join our team as a Financial Operations Associate. This role will be responsible for administering the organization's outgoing transactions, ensuring they are authorized and processed as expected.Processing new supply purchasesReviewing invoices to ensure accuracy and correct...


  • London, Greater London, United Kingdom Chatham Financial Full time

    About UsChatham Financial is the largest independent financial risk management advisory and technology firm, serving over 3,000 companies worldwide.Job Description:As a Risk Advisory Associate, you will be responsible for:Uploading transaction details and documents in the transaction management database.Managing tracking and reporting of transaction...


  • London, Greater London, United Kingdom Cer Financial Ltd Full time

    Senior Associate Product ControlCer Financial Ltd, a leading fintech company, is seeking an experienced Senior Associate Product Control professional to join their team in London.The successful candidate will have a strong background in financial accounting and control, with excellent analytical and problem-solving skills.The role involves working closely...


  • London, Greater London, United Kingdom Lawhive Full time

    Lawhive is an innovative online platform that aims to democratize access to the law. We're currently seeking a highly skilled Financial Operations Associate to join our team.The Job DescriptionWe are looking for a talented individual to oversee and enhance our payment procedures, guaranteeing adherence to regulations, and streamlining our financial...


  • London, Greater London, United Kingdom Nixon Caunce Associates Full time

    Nixon Caunce Associates is a dynamic firm seeking an experienced Finance Administrator to join our team in Warrington. This is a permanent role with a salary of £25,000 – £28,000 per annum.The successful candidate will be responsible for managing the financial operations, including:Purchase ledger and credit controlBank payments and...


  • London, Greater London, United Kingdom cer Financial Ltd Full time

    Company OverviewCer Financial Ltd is a payment processing provider at the forefront of innovation in the Fintech industry. We are committed to delivering cutting-edge solutions that cater to the evolving needs of our clients.Salary and BenefitsWe offer a competitive salary of £75,000 per annum, reflecting our commitment to attracting and retaining top...


  • London, Greater London, United Kingdom Chatham Financial Full time

    About the Role:We are seeking a highly motivated and detail-oriented Financial Risk Management Coordinator to join our team at Chatham Financial. As a key member of our operations team, you will play a critical role in supporting the management of financial risk for our clients.Responsibilities:Upload transaction details and documents into the transaction...


  • London, Greater London, United Kingdom Cer Financial Ltd Full time

    Job OverviewCer Financial Ltd, a leading Fintech company, is seeking a Senior Associate Product Control to join their team in London.The ideal candidate will have experience working in financial operations and product control, with a strong understanding of payment processing.The role offers a competitive salary of £75,000 per annum, making it an attractive...


  • London, Greater London, United Kingdom PATRIZIA Immobilien AG Full time

    PATRIZIA Immobilien AG seeks a Financial Operations Associate to support the Canadian capital raising efforts for real estate and infrastructure funds. The ideal candidate will have a strong business background and excellent computer skills.The salary for this position is approximately $80,000 - $100,000 per annum, depending on experience.About the Job:This...


  • London, Greater London, United Kingdom Tether Operations Limited Full time

    Tether Operations Limited is looking for an experienced Operations and Financial Process Manager to optimize financial and operational performance.This role involves analyzing current workflows, designing and implementing new processes, and maintaining comprehensive documentation.The salary for this position is estimated to be around $90,000 per year,...