Office Analyst

Opus Perm; Ipswich; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services company in Ipswich is looking for a graduate-level individual for a maternity cover contract. The role focuses on calculating management fees for client accounts and supporting team operations. Ideal candidates will have a background in Mathematics or Economics and strong analytical skills, alongside proficiency in Excel. This is an opportunity to work in a dynamic environment that values collaboration and problem-solving.

Qualifications

• Recent graduate in Mathematics, Economics, or Finance advantageous.
• Experience requiring attention to detail is acceptable.
• Proficiency with Excel and data management systems beneficial.

Responsibilities

• Calculate and apply management fees to client accounts quarterly.
• Enter and maintain client data within the Fee Management system.
• Manage and process quarterly fees.

Skills

Analytical Thinking

Attention to Detail

Strong Numerical Ability

Communication Skills

Problem-Solving Skills

Team Collaboration

Education

Graduate in Mathematics, Economics, Finance, or related discipline

Tools

Excel

Data Management Systems

Job description

We are seeking a graduate-level or experienced indvidiual on a 12‑month maternity cover contract. This role is ideal for individuals with a mathematical or economics background who enjoy working with data, problem‑solving, and applying analytical skills in a financial environment. It would also suit those with financial services background.

This team plays a crucial role in monitoring and controlling the firm's day‑to‑day activities. You will be responsible for calculating and applying management fees to client accounts on a quarterly basis, while also supporting colleagues with fee‑related queries and operational tasks.

Key Accountabilities

• Enter and maintain client data within the Fee Management system
• Create and update fee rate structures
• Manage and process quarterly onshore and offshore fees
• Implement fee rate amendments accurately and efficiently
• Provide support to Investment Managers and colleagues on fee‑related queries
• Contribute to other Middle Office functions as required

Key Competencies

• Analytical Thinking: Strong numerical and problem‑solving skills; comfortable working with complex data sets
• Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure
• Communication & Knowledge Sharing: Clear, confident communication; maintains accurate records; embraces new technology
• Customer Focus: Positive approach to finding solutions in line with Consumer Duty principles; uses feedback to improve service
• Adaptability & Effectiveness: Handles high volumes of work; seeks continual improvement; presents a positive approach to change
• Team Collaboration: Shares knowledge and supports colleagues; understands team goals and contributes to collective success

Candidate Profile

• Recent graduate in Mathematics, Economics, Finance, or related discipline would be advantageous
• OR experience within a role that requires attention to detail
• Strong numerical ability and attention to detail
• Previous office experience desirable
• Experience in Financial Services advantageous but not essential
• Proficiency with Excel and data management systems beneficial