Investment Analyst

Mackie Myers; London; Hybrid; GBP 35,000; Full time

Job summary

A leading financial services firm in London seeks an Investment Operations Analyst to ensure smooth investment activities. Responsibilities include processing trades, conducting compliance procedures, and managing accounts. The ideal candidate has a degree, financial services experience, and strong communication skills. Offers a salary of £35,000 and a hybrid working model.

Benefits

Salary of £35,000

Hybrid working model

Growth opportunities

Qualifications

• Degree-educated with experience in financial services.
• Knowledge of investment compliance and governance.
• Enthusiastic about charitable giving and donor service.

Responsibilities

• Process investments, reconciliations, and contributions.
• Open accounts and process trades or money movements.
• Document and monitor compliance and operating procedures.

Skills

Strong communication skills

Analytical skills

Problem-solving ability

Client relationship management

Education

Degree in a relevant field

Job description

Our Client:

Mackie Myers have partnered with a leading provider of donor-advised funds in the UK and globally. They support high-net worth individuals and advisors in achieving effective and tax-efficient charitable giving.

The Role:

As Investment Operations Analyst, you’ll play a key part in ensuring the smooth and compliant operation of investment activities.

• Process investments, reconciliations, and contributions
• Maintain accurate records and execute daily transactions
• Conduct compliance and KYC procedures
• Serve as subject matter expert on investment activity
• Support cross-functional collaboration with internal teams

Main Duties:

You’ll manage a wide range of operations tasks related to donor-advised funds:

• Open accounts and process contributions, trades, and money movements
• Perform daily reconciliations and update investment valuations
• Document and monitor compliance and operating procedures
• Prepare quarterly statements and support fee collection
• Contribute to process improvement and strategic projects

The Successful Candidates:

We’re looking for someone who combines technical acumen with a passion for service:

• Degree-educated with experience in financial services
• Strong communication and client relationship skills
• Highly organised, with analytical and problem-solving ability
• Knowledge of investment compliance and governance
• Enthusiastic about charitable giving and donor service

What's on offer?

• Salary £35,000
• Hybrid working model (minimum 2 days in-office)
• Opportunities for growth within a globally respected philanthropic organisation