Operations Analyst

JR United Kingdom; Sheffield; On-site; GBP 35,000 - 43,000; Full time

Job summary

A financial services firm based in London is seeking a proactive Junior Operations Analyst to join their Asset Management team in Sheffield. The role involves supporting middle and back-office functions such as trade reporting, client transaction management, and compliance monitoring. Ideal candidates will have prior experience in financial services and be detail-oriented. This position offers a competitive salary of up to £43,000 depending on experience.

Qualifications

• Prior experience in financial services and banking operations is required.

Responsibilities

• Liaising with service providers for smooth daily operations.
• Performing daily trade and FX trade reporting.
• Monitoring current and forecasted cash balances.

Skills

Detail-oriented

Proactivity

Job description

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Operations Analyst, Sheffield, South Yorkshire

Client:

Robert Half

Location:

Sheffield, South Yorkshire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

Robert Half is working with a financial services firm based in central London looking for a Junior Operations Analyst.

Salary: UP TO £43,000 DOE

Operations Analyst

We are seeking a proactive and detail-oriented Operations Analyst to join the Asset Management team. This role supports all middle and back-office functions, playing a key part in the daily operations of our investment processes.

Responsibilities include:

• Liaising with service providers to ensure smooth daily operations of the UCITS platform and handling queries efficiently.
• Performing daily trade and FX trade reporting and verification.
• Monitoring current and forecasted cash balances, including currency hedge oversight.
• Preparing and entering cash transactions, transfer instructions, and FX conversions into custody platforms.
• Overseeing client and fund transactions, including daily investor activity reporting.
• Supporting the sales team with investor transaction and holdings analysis.
• Assisting in periodic investor data reporting.
• Calculating and invoicing monthly management fees.
• Maintaining accurate fund data across websites and external platforms.
• Conducting UCITS compliance monitoring.
• Supporting risk management through daily data validation and key report generation.

Experience:

• Prior experience in financial services and banking operations.