Investment Operations & Compliance Lead

Wealt; Greater London; Hybrid; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Equity participation

Hybrid London office

Job summary

Wealt, a London-based private markets co-investment platform, seeks a hands-on Fund Operations professional to own end-to-end process from DD to post-investment reporting. You will work closely with the Founder, ensuring timely, compliant, and well-documented transactions.

The role involves running KYC/KYB, liaising with fund administrators and legal counsel, and scaling processes as Wealt launches funds. Strong attention to detail and excellent writing are essential.

Qualifications

• 2–6 years in fund operations or related fields with hands-on SPV/fund closings.
• Ability to read legal documents and explain obligations clearly.
• Knowledge of KYC/KYB, AML, and investor classification.
• Excellent attention to detail; precise numbers and dates.
• Clear, professional writing for investors and counsel.
• Strong Excel/Google Sheets skills; quick learner of new tools.
• Comfortable owning outcomes in a small team with deadlines.

Responsibilities

• Run operational and legal DD on opportunities, including vehicle structure and checks.
• Review subscription agreements, side letters, LPAs, SPV agreements & NDAs for risks.
• Coordinate with external counsel on drafting, markups and execution.
• Maintain institutional research and DD files for transactions.

Skills

Attention to detail

Clear investor writing

Deadline driven

Reading legal documents

Education

Law, Finance, Accounting, Economics or Business Management degree

Legal background (LLB/GDL/SQE) or equivalent

Tools

Excel

Google Sheets

HubSpot

Notion

Zapier

Job description

Wealt, a London-based private markets co-investment platform, seeks a hands-on Fund Operations professional to own end-to-end process from DD to post-investment reporting. You will work closely with the Founder, ensuring timely, compliant, and well-documented transactions.

The role involves running KYC/KYB, liaising with fund administrators and legal counsel, and scaling processes as Wealt launches funds. Strong attention to detail and excellent writing are essential.