SIPP & Funds Product Analyst, Investment Operations, Wealth Mgmt
3 days ago
The CompanyAn established and widely known Wealth Management firm.The RoleThe Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management / Fund Launching and supporting activities with pension and offshore bond providers.The SIPP & Funds Product Analyst will support the Product Services Manager in the ongoing administration of the firms in-house fund range, particularly around the creation and publication of supporting fund documentation and data.The SIPP & Funds Product Analyst will act as a relationship manager to key third parties such as SIPP and Offshore Bond providers and coordinate the setup of external data feeds as required as well as other administrative duties.The SIPP & Funds Product Analyst will support the development and implementation of new investment products and capabilities, ensuring timely and effective delivery, and will liaise with external partners to manage the registration of offshore funds across global jurisdictions.The SIPP & Funds Product Analyst will oversee and coordinate regulatory reporting requirements, including:PRIIPs KID and UCITS KIID productiontransaction cost calculationsEMT, EPT, and EET data submissionsassessment of value reports #J-18808-Ljbffr
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City of London, United Kingdom JJ Search Full timeThe Company:An established and widely known Wealth Management firm.The Role:The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers.The SIPP & Funds...
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London, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm. The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers. The SIPP &...
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London, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm. The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers. The SIPP &...
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London, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm.The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers.The SIPP &...
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London, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm.The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers.The SIPP &...
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London Area, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm.The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers.The SIPP &...
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London, United Kingdom JJ Search Full timeThe Company: An established and widely known Wealth Management firm. The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers. The SIPP &...
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City Of London, United Kingdom JJ Search Full timeA well-known Wealth Management firm in London is looking for a SIPP & Funds Product Analyst to support the administration of its fund range. This role involves liaising with third parties, coordinating regulatory reporting, and managing the documentation process for new investment products. The ideal candidate should have solid experience in fund operations...
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City of London, United Kingdom JJ Search Full timeThe ClientAn established Financial Services business running Investment Management services for clients.The RoleTheSIPP Team Leader will beresponsible for leading the SIPP Administration Team reporting into the Head of Pensions & Operational Control.The SIPP Team Leader will manage a team of 10 people and will specifically focus on the operational running of...
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City of London, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm.The Role: THIS ROLE IS A 12 MONTH FTCThe Fund Operations Analyst will provide Operational support relating to non-custodied investments.The Fund Operations Analyst will carry out day-to-day fund administration and middle office tasks as required for the Wealth Management firm’s range of...
