Investment Operations Analyst - Fuel Charitable Impact

Marks Sattin; Greater London; Vor Ort; GBP 40.000 - 45.000; Vollzeit

Benefits dieser Stelle

Salary £40k

12.5% Employers contribution

Season Ticket Loan

Income Protection Scheme

Life Assurance

Private Medical Insurance

Zusammenfassung

Marks Sattin is supporting a London-based charity, UK Leading Independent Funder, in appointing an Investment Operations Analyst. The role offers end-to-end exposure across investment oversight, reporting, and governance processes.

The role requires a minimum of one year in Investment Operations, Reporting or Accounting, with strong Excel and CRM skills. You will liaise with the Investment Adviser, Custodian, and finance teams to ensure accurate data analysis and board reporting.

Qualifikationen

• Minimum 1 year of experience across Investment Operations, Reporting or Accounting.
• Strong ICT skills across Excel and CRM systems.
• Experience in data collection and analysis, forecasting, and charting trends.

Aufgaben

• Work with Investment Operations Manager, Investment and Finance teams on investment oversight.
• Coordinate operational aspects of relationships with third parties, especially the Investment Adviser and Custodian.
• Prepare data analyses for investments such as performance reporting, cost analysis, board reporting.
• Assist with setting up new investments by coordinating legal and tax advice.
• Support the Audit process.
• Provide administrative support for the quarterly Investment Committee.

Kenntnisse

Investment Operations

Reporting

Accounting

Excel

CRM systems

Data analysis

Jobbeschreibung

Marks Sattin is supporting a London-based charity, UK Leading Independent Funder, in appointing an Investment Operations Analyst. The role offers end-to-end exposure across investment oversight, reporting, and governance processes.

The role requires a minimum of one year in Investment Operations, Reporting or Accounting, with strong Excel and CRM skills. You will liaise with the Investment Adviser, Custodian, and finance teams to ensure accurate data analysis and board reporting.