Senior Investment Operations Analyst: Model Portfolios and Platform Operations

3 days ago


London, UK, United Kingdom Fundhouse Full time

ABOUT FUNDHOUSE

Fundhouse is a multi-award-winning and fast-growing investment company based in London. We build and maintain Model Portfolios of funds for our client base of independent financial advisers in the UK (the focus of this role), and we also provide a range of investment consulting services to institutional clients around the world.

THE ROLE & RESPONSIBILITIES

We are seeking an experienced operations professional to help with the smooth running of our ‘Model Portfolio Service’ (MPS) that we offer to our client base of UK financial advisors. The role is very varied and interesting, and you will assist in many aspects of our MPS business: preparing for and undertaking portfolio changes and rebalances; monitoring and reconciling our portfolios after such events; preparing bespoke client reporting on a cycle of regular deadlines; client onboarding; assisting with client proposal documentation; ensuring that we have good access to platforms and funds on those platforms; using third-party data services. A good existing working knowledge of nearly all of these aspects is therefore important. We also hope that, in time, you will contribute to the development and efficiencies of our processes.

Maintaining and building good working relationships will be important, too, both within our team, with our UK financial adviser client base, and with other operational people across the industry with whom we work closely. Confidence in Microsoft Excel will be essential.

There are excellent prospects. Our discretionary profit share scheme aligns our staff with the success of the business. There will be opportunity to develop the role in almost any direction in time, according to your interests and abilities.

ATTRIBUTES WE’RE LOOKING FOR IN A GOOD CANDIDATE

  • Essential:
    • Experience of 3+ years in a relevant role
    • Working knowledge of funds, Model Portfolios, and UK investment platforms
    • Confidence in Microsoft Excel (we will test for this at interview)
    • Key behaviours: reliable, organised, eye-for-detail, self-starter, good problem solver, good communicator
    • Strong sense of integrity and responsibility
    • Right to Work in the UK
  • Desirable
  • Experience with client service
  • Experience with UK financial advisers

THE CONTRACT

  • Remuneration: £50k+ per annum, according to experience. We also offer a competitive benefits package: pension; life cover; critical illness cover; health cover; 28 days’ paid holiday per annum; and a discretionary profit share scheme that lets our staff share in the success of the business.
  • Contract type: This is a permanent role. We can offer either a full-time or a part-time contract. We are also understanding of the need to work flexible hours according to family commitments.
  • Location: We have a London office, but many of our staff work remotely some or all of the time.
  • Start Date: We can be flexible. We have the ability to hire immediately.
  • Reports to: Head of Operations.


  • London,, UK, United Kingdom Finatal Full time

    Senior Investment Analyst/Associate, Global Family OfficeLocation: LondonCompetitive base salary + bonusRef: CP11431The OpportunityFinatal is partnered with an exciting, entrepreneurial family office who are looking to add a junior investor to their world-class team. Your primary focus will be on evaluating and executing deals for their private equity...


  • London, UK, United Kingdom PER, Private Equity Recruitment Full time

    When you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client Our client is a London-based investor who has made opportunistic investments across public and private equity for over 20 years. Their investments in publicly...

  • Investment Analyst

    3 weeks ago


    London,, UK, United Kingdom Partner Group Full time

    Investment AnalystUp to £75,000 + benefitsCentral LondonRenewable Energy Partner Financial are supporting a dynamic and expanding Renewable Energy company focused on transforming the European energy landscape. Driven by a mission to lead the transition to clean energy, the company is dedicated to investing in and managing innovative renewable projects that...


  • London,, UK, United Kingdom Robert Half Full time

    Robert Half is assisting a global alternative investment management firm to recruit a Investment Operations Analyst paying £45K- £65K DOE/Qualification. The Investment Operations Analyst will join their London office to support the firm’s investment activity within the firm’s global control environment. The Investment Operations Analyst will report...

  • Portfolio Analyst

    4 weeks ago


    London, UK, United Kingdom Delectus Partners Full time

    An active fund manager with a proven investment track record seeks a portfolio analyst to support fund managers and traders across all their strategies. Joining a team of three, your remit will have a mix of pre and post-trade responsibilities. Pre-trade will be to correctly model trades into live orders, taking account of compliance and portfolio...

  • Investment Analyst

    2 months ago


    England, London, London, UK, United Kingdom Hays Accountancy and Finance Full time

    Your new companyA Renewable Energy investor and developer with European operational and development assets. This investment business have a growing portfolio and are well backed by a big institution. They have a London HQ and are looking for a Investment Analyst ideally with strong modelling experience as well as analysing business performance and proving...

  • Senior Analyst

    3 weeks ago


    London, UK, UK, United Kingdom Taylor Hopkinson | Powered by Brunel Full time

    Our ClientOur client form part of the European branch of a longstanding global enterprise focuses on sustainable, innovative growth through long-term value creation and responsible business practices. With a global network and a legacy of over 400 years, this company bridges regional expertise and a broad international perspective, fostering strong,...


  • London,, UK, United Kingdom Tatton Investment Management Limited Part time

    This is a full time role, but part time applicants will be considered for 3 days/week FTE or more.Working as part of the team Portfolio Management Team the successful applicant will contribute to and lead third party manager searches, reviews, and analysis. Additionally, they will work as part of a team generating portfolio proposals to reflect manager...

  • Investment Analyst

    1 month ago


    London,, UK, United Kingdom Brock & Decker Full time

    Job Title: Junior AnalystLocation: London, UKCompany: A leading investment firmJob Summary:A prominent investment firm is looking for a highly motivated Junior Analyst to assist with market research, financial analysis, and due diligence on potential investment opportunities in venture capital and growth equity. Reporting to senior team members, including a...

  • Investment Analyst

    2 months ago


    England, London, London, UK, United Kingdom Hays Accountancy and Finance Full time

    Your new companyA scale-up Battery Storage investor and developer with growing portfolio of assets, currently under development in Europe and UK. The company have private equity backing. They have a London HQ and are looking for a Investment Analyst ideally with exposure to modelling, analysing financial information and also the energy sector.Your new...

  • Investment Analyst

    4 weeks ago


    London,, UK, United Kingdom Cobalt Recruitment Full time

    Real Estate Investment Analyst – leading REITLocation: LondonAbout the Role:I am supporting a leading global REIT (Real Estate Investment Trust) in their search for an Investment Analyst.The Investment team is responsible for execution £bns of transactions across UK, and work across the life-cycle – from screening, analysis, execution, and asset...

  • Opportunistic Credit

    3 weeks ago


    London,, UK, United Kingdom Metis Search Full time

    Job DescriptionSeeking an Investment Analyst to join a Opportunistic Credit team at a distinguished investment management firm with over $9 billion in assets under management. The role entails identifying and evaluating high-yield, stressed, and distressed credit investment opportunities across various sectors with the candidate collaborating closely with...

  • Platform Operations

    4 months ago


    London, UK, United Kingdom Meredith Brown Associates Full time

    Key responsibilities: Process instructions received via internal systems and by email, with great attention to detail and at pace. Processing trading & settlement instructions to maintain in-house funds. External platform maintenance; model update, rebalancing, maintain audit. Provide accurate and timely reporting where required. Reconcile fund and cash...

  • Investment Analyst

    1 month ago


    London, UK, United Kingdom Macdonald & Company Full time

    Summary Our client is a privately owned real estate investment and advisory business based in London. Established over 20 years ago they have completed more than £10 billion of real estate transactions in the UK and Europe. Current projects include a c. £250m development pipeline in both the office and R&D sectors as well as ongoing management of existing...


  • London,, UK, United Kingdom psd group Full time

    Senior Business Analyst / Lead Business Analyst – ESG, Regulatory, Investment Management / Asset Management£120,000 per annum Plus Bonus and BenefitsOur client is a leading Investment Management company and is currently hiring a Senior / Lead Business Analyst to work within their Business Change team. The role requires a senior Business Analyst with...


  • London,, UK, United Kingdom JCW Full time

    Our client are a leading investment advisory organization that specializes in managing diverse portfolios and providing high-quality financial advice to a select group of clients. With expertise across alternative investment strategies, including hedge funds and private equity, the firm has a strong track record of success and a multibillion-dollar...


  • London, UK, United Kingdom Meredith Brown Associates Full time

    Key responsibilities: Day-to-day dealing operations, order execution, trade settlements, risk management, corporate actions, trade reconciliations and fund reporting to ACDs. Knowledge of investment products ISAs, GIA’s & wrapped products. Ensuring client accounts are invested according to the agreed model portfolio(s) (to within acceptable tolerance),...

  • Portfolio Associate

    2 months ago


    London, UK, UK, United Kingdom Eames Consulting Full time

    A boutique alternative investment fund with approximately £1bn in AUM is seeking to appoint an Portfolio Associate for a newly created position in its London-based team.This dynamic firm operates from offices in London, Europe, and the US, focusing on various private credit strategies, including distressed debt and real estate investments.The firm has...


  • London, UK, United Kingdom myGwork Full time

    This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. We have an outstanding opportunity for a Private Market Investment Analyst to join our Investment Management Division on a 12-month Fixed Term...


  • London,, UK, United Kingdom Maslow Capital Full time

    Maslow Capital is a leading provider of development finance solutions, offering flexible funding options to property developers. Committed to innovation and excellence, we are expanding our operations and seeking a talented Financial Modelling Analyst to join our dynamic team.We are looking for a skilled Financial Modelling Analyst who will play a crucial...