Asset Management/ Wealth Management Trade Support
2 months ago
The Role
Asset Management/ Wealth Management Trade Support & Investment Operations (Boutique Wealth Manager/ Family Office)
Martis Search are representing a Mayfair based, global Wealth Management business to hire a permanent multi-asset class Trade Support Analyst. The company trade a broad range of investment strategies i.e. multi-asset classes, Private Equity, Fund of Funds and Real Estate for global Ultra-High-Net-Worth Families, Ultra-High-Net-Worth Individuals, Charities, Universities, Trusts and Corporate institutions.
The position sits within their London Trade Support team on their London trading-floor and supports their various Portfolio Management/ Investment teams for all related Middle Office responsibilities. The company have a very healthy track-record and AUM to match.
You must either be from an Asset Management, Wealth Management, or Family Office Middle Office background.
The company offer a hybrid mix of working-from-home and also in-the-office, so you get the best of both worlds.
You will be involved with the full Trade-Life Cycle and Investment Operations responsibilities, including:
· Check daily/weekly cash balances
· Finalise trade data into the in-house reporting system
· Follow-up on trading activity, verifying the execution terms for all our client’s portfolios
· Work closely with portfolio managers on shared clients.
· Trouble-shooting with custodian banks
· Producing monthly/quarterly client valuations
· Produce special client reports
· Monitoring of corporate actions
· Reconciling and checking our positions with the valuation of the underlying custodian
· Maintain client information
· Organise and monitor documents filing
About you:
· Minimum 3 years’ experience in a similar position within financial services
· Comfortable working autonomously and collaboratively; adaptable to working with different personality types
· Comfortable working in a close-knit and demanding environment
· Strong organisational skills, multi-tasking capacity and ability to work under pressure
· Highly reliable and accurate with strong attention to detail
· Efficient and proactive communication skills
· Good command of usual MS Office applications
You would additionally benefit from:
· Experience in Private Equity funds
Salary
£50,000 k pa - £60,000 k pa, plus very good bonus, pension, healthcare and other related benefits.
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