SIPP & Funds Product Analyst, Investment Operations , Wealth Management - JJ Search
1 week ago
The 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 Product Analyst will support the Product Services Manager in the ongoing administration of the firm’s 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 production; transaction cost calculations; EMT, EPT, and EET data submissions and assessment of value reporting The SIPP & Funds Product Analyst will manage the provision of static and dynamic fund data to platforms and vendors. Establish and maintain data feeds for third-party providers, including SIPP and Offshore Bond platforms. The SIPP & Funds Product Analyst will support the management of relationships and queries from SIPP and Offshore Bond providers and assist with onboarding new product providers as required. The SIPP & Funds Product Analyst will manage fund invoicing processes and develop a deep understanding of each fund’s financial structure. The SIPP & Funds Product Analyst will draft and maintain policies, procedures, and workflows related to fund creation and ongoing management. The Candidate Solid understanding of Wealth Management services and the industry as a whole gained through 3+ years experience In-depth understanding fund life cycle including launching of funds, ongoing administration and closures An understanding of SIPP & Offshore bond providers In-depth understanding of regulatory documentation Experience of global fund registrations Understanding of the trade lifecycle and associated areas within investment operations Technically minded with the ability to create new processes from scratch, such as analysis on service profitability and reconciliation processes. Organizational and project management skills
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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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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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City Of London, United Kingdom JJ Search Full timeThe 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...
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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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London, United Kingdom JJ Search Full timeThe Company: Our client is a Wealth Management company, highly recognised with a fantastic reputation The Role: This role is a 14 month FTC The Senior Wealth Planning Analyst will aid the Operations Manager in supporting the Wealth Planning Team. The Senior Wealth Planning Analyst will assist with Wealth Planning business and operational improvements,...
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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...
