Private Client Investment Management Company
Fareham, Southampton, Hampshire
Up to £32K + benefits
Our client is a discretionary investment management company, providing investment management services and financial planning solutions to private clients.
They are a successful, privately owned, LLP, with 3 offices in the UK, a channel islands regulated subsidiary and one on-shore and two off-shore fund entities.
We have a fast moving, fast growing, dynamic and challenging culture but also one where everyone feels part of the team and where they can have fun.
We are recruiting a Senior Operations Analyst.
The role will report to the Head of Operations and the key areas of responsibility are as follows:
·Completing regular tasks such as booking trades, making payments and supporting client reporting
·Respond to client and internal enquiries in a professional manner
·Manage and manipulate data to ensure core systems are correct
·Being a point of reference for junior members of the team
·Support the Head of Operations with key projects
The successful candidate will be a delivery orientated and well organised individual. The successful candidate will have:
·Experience of working in a financial services operational department (ideally within a wealth management context) with experience of trade support, product administration and/or data management
·A high degree of accuracy
·Strong numeracy skills
·A strong knowledge of Microsoft Excel (knowledge of Microsoft Access would be advantageous)
·A demonstrable background as a team player with the ability to mentor junior members of staff
£26,000-£32,000 per annum depending on experience, 28 days holiday, income protection and death in service of 4 times salary.