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Client Operations Analyst

Job details



Date Posted

10 May 2019



Job Type


Job ID



35,000 - 50,000


If you have 2-4 years experience within the Investment Management industry doing an Operations role with transferable skills then this fantastic new opportunity could be right for you.

Our client, one of the largest asset management firms is looking to bring on a brilliant new client transaction analyst. The role sits within the client service group and is responsible for supporting the operational aspects of various client transition events. It is an excellent opportunity for someone who is aiming to become more client facing further along in their career.


  • Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings and connectivity both internally and externally as well as coordinating the execution of asset in-kind processing for institutional separate accounts and firms sponsored funds.
  • Initiating account record set-up for new accounts, portfolios, and share classes as well as on-going maintenance of existing account records for firms institutional client accounts as well as firms sponsored fund range;
  • Coordinate with Transition Managers / legacy investment managers where relevant; Coordinating the reconciliation and loading of external transition management trade execution asset lists for new or existing accounts

Candidate Requirements

  • Broad knowledge of the investment process, including portfolio construction, trading, investment, custody, fund operations, transfer agency functions and deep securities knowledge including derivatives
  • Ability to work in a fast-paced environment, excellent organizational, project planning and execution skills including the ability to prioritize effectively and handle multi-tasks under time constraints
  • Possess a high degree of analytical ability, strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives
  • Exposure to investment operations or financial services operations in a risk management environment would be preferred

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