Operations & Finance Analyst - GuardCap Asset Management Limited

ZipRecruiter; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A UK-based investment firm is looking for a new team member to join their collaborative team. The role involves supporting operations and finance functions, including preparing client invoices and maintaining procedure notes. The ideal candidate will have at least one year of office experience and strong skills in Excel and written communication. This is a full-time permanent role, requiring a minimum of three days in the office each week.

Benefits

Competitive salary

Employment benefit package

Qualifications

• At least one year of experience working in an office environment.
• Confident drafting professional emails and documents.
• Ability to manage multiple tasks effectively.

Responsibilities

• Calculate, review, and prepare client invoices.
• Review and reconcile supplier payments and employee expenses.
• Prepare KPI dashboards and management reporting.

Skills

Analytical thinking

Excel proficiency

Strong written communication

Detail-oriented

Organizational skills

Team-oriented

Job description

About Us

GuardCap Asset Management Limited is a UK-based specialist investment firm and a wholly owned subsidiary of Guardian Capital Group, a Canadian asset manager listed on the Toronto Stock Exchange. Since 2014, we’ve managed two equity strategies offering investors a concentrated, research-driven approach, focusing on long-term returns.

The Opportunity

We are looking for a new team member to join our small, collaborative team. Reporting to the Senior Operations Manager, you’ll support our operations and finance functions, while also contributing to other key areas of the business including compliance and client service.

This is a broad, hands-on role that offers exposure across the firm. You’ll regularly engage with internal teams, suppliers, third parties and clients to resolve issues and ensure business processes are completed accurately and on schedule.

While the scope is wide, we don’t expect you to have experience in every area from day one. We’re looking for someone with solid core skills who is motivated to grow and have increased ownership.

Responsibilities

• Calculating, reviewing and preparing client invoices.
• Reviewing and reconciling supplier payments and employee expenses.
• Completing supplier onboarding, due diligence and performance reviews.
• Maintaining well-documented procedure notes and recommending improvements.
• Assisting with annual budget reviews and operational financial modelling.
• Preparing KPI dashboards and management reporting to support decision-making.
• Becoming a point of contact for operational queries from clients and the wider business.

About You

• A logical and analytical thinker, confident working with numbers, particularly in Excel.
• Strong written communicator, comfortable drafting documents and professional emails.
• Detail-oriented, well-organised, and comfortable managing multiple tasks.
• Confident interacting with others and a flexible, team-first mindset.
• Eager to learn new skills while maintaining a positive approach to repetitive tasks.
• Likely to have at least one year of experience working in an office environment.

Role Details

• This is a full-time, permanent role (minimum 3 days in the office per week).
• GuardCap offer a competitive salary & employment benefit package.
• Candidates must have the right to work in the UK without requiring sponsorship.

GuardCap is committed to providing an environment in which all employees are given the opportunity to develop and thrive.