Finance and Operations Analyst

ZipRecruiter; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A fast-growing investment management firm is seeking a Finance and Operations Analyst to join their team in London's West End. This role offers a unique chance to learn about investment management while managing diverse tasks across corporate and operations functions. Candidates should hold a 2:1 degree and have at least 6 months of relevant experience, showcasing strong numerical and analytical skills.

Qualifications

• 2:1 degree preferably in economics, accounting, or finance.
• 6 months+ experience in finance or operations roles.
• Basic programming skills desired.

Responsibilities

• Handle accounts payable/receivable, bookkeeping, and bank reconciliations.
• Assist with VAT returns and company secretarial tasks.
• Coordinate operations mailbox and assist with KYC/AML requests.

Skills

Advanced Excel skills

Numerical skills

Analytical skills

Attention to detail

Communication skills

Education

2:1 university degree in economics, accounting or finance

Job description

Job Description

A fast-growing Investment Management firm is looking for a Finance and Operations Analyst to join their company.

Based in stunning West End offices, you will be part of an entrepreneurial and close-knit team. The ideal candidate will take on a broad range of responsibilities and have the opportunity to learn about the investment management industry.

The Finance and Operations team has a broad range of functions supporting various business units, and the analyst role offers an excellent opportunity to develop a wide knowledge base of both the corporate and fund sides of the business.

Key requirements:

• 2:1 university degree (economics, accounting or finance preferable)
• 6 months+ experience in a transactional role within Operations or Finance (financial services preferable)
• Advanced Excel skills; basic programming desirable

The responsibilities will include:

Corporate:

• Accounts payable and receivable
• Bookkeeping of group companies
• Bank reconciliations
• Assistance with VAT returns
• Assistance with company secretarial tasks
• Assistance with audits
• Contribution to ad-hoc projects

Special Purpose Vehicles ('SPVs'):

• Bank reconciliations
• Order processing and record keeping
• Payment processing
• Contribution to ad-hoc projects

Operations:

• Bank reconciliations
• Loan processing and record keeping
• Payment processing
• Assisting with KYC/AML requests
• Coordination of the operations mailbox and calendar
• Liaising with administrators and stakeholders

The candidate should demonstrate the following attributes:

• Independence and initiative — ability to manage oneself while balancing differing priorities
• Teamwork — ability to work well in a team environment
• Strong numerical skills with analytical ability to investigate, create, and solve problems
• Strong attention to detail and accuracy
• Ability to explain items clearly and concisely and communicate effectively and persuasively
• Desire to excel and grow in a high-performing firm