Operations Analyst - UCITs - Investment manager - Flexible working

JR United Kingdom; London; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking an Operations Analyst to oversee onboarding processes and manage investor relations in a dynamic environment. This role offers the chance to lead operational projects, ensuring smooth coordination with compliance teams and fund service providers. With over 3 years of experience in the financial sector, you'll play a crucial role in enhancing operational efficiency and supporting regulatory requirements. Enjoy a flexible working arrangement while contributing to a collaborative team that values innovation and excellence.

Qualifications

• Over 3 years of experience in operations within financial services.
• Solid understanding of UCIT fund structures.

Responsibilities

• Manage onboarding communications and daily investor flows.
• Monitor fund service providers and support regulatory reporting.

Skills

Operational Management

Investor Relations

Compliance Coordination

CRM Management

Education

Bachelor's Degree

Tools

CRM Software

Job description

Operations Analyst - UCITs - Investment manager - Flexible working, London

This role involves managing all operational aspects of onboarding new investor accounts, including coordination with transfer agents, compliance teams, and internal systems setup.

Responsibilities include handling onboarding communications, overseeing daily investor flows, and ensuring timely updates to investment teams.

Additional duties encompass monitoring fund service providers, managing fee reimbursement processes, supporting regulatory reporting, maintaining CRM data, and contributing to audits and financial statement reviews.

The position offers opportunities to lead operational projects such as new share class launches and process improvements.

Applicants should have over 3 years of experience, a solid understanding of UCIT fund structures, and experience with institutional clients.

The company provides a flexible working-from-home arrangement and a competitive compensation package, with exposure to diverse operational functions in a collaborative, fast-paced environment.