About Us
We are a leading managed accounts provider, experiencing strong growth and expanding our team. We combine disciplined investment management with a client-first service model and are seeking a motivated, detail-oriented analyst to help us maintain operational excellence as we scale.
The Role
As an
Investment Operations Analyst
, you will provide vital support to Portfolio Managers across trade execution, portfolio monitoring, performance reporting, and operational workflows. You will also act as a key contact for investment operations inquiries, liaising with advisers, platforms, and service providers.
Key Responsibilities
* Support Portfolio Managers in the day-to-day management of managed account portfolios
* Assist with trade execution and monitoring of investment activity across platforms
* Produce and reconcile portfolio performance, attribution, and compliance reporting
* Maintain data integrity across internal systems and external platforms
* Respond to adviser and platform queries on investment operations and portfolio activity
* Contribute to the enhancement of investment processes, reporting tools, and controls
Skills & Experience
* 2–4 years' experience in financial services, ideally within investment management, platforms, or custody/administration
* Strong attention to detail with a process-driven approach
* Proficiency in financial and investment data analysis, with advanced Excel skills
* Excellent communication skills and ability to build relationships with internal and external stakeholders
* Self-starter, highly motivated, and collaborative team player
* Desirable:
Bloomberg and/or managed accounts experience
Why Join Us
* Join a high-growth firm with a collaborative culture
* Gain exposure to portfolio management processes, platforms, and advisers
* Contribute to innovation and efficiency in a dynamic, client-focused environment
Direct Applications Only
. For a confidential discussion about this opportunity, please email your cover letter and CV to