Operations Specialist

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading Wealth Management firm is looking for a candidate to join its Funds Services team. This role involves operational management of fund administration, client communications, and risk management. Ideal applicants have experience in investment management and possess relevant professional qualifications, offering an opportunity for career progression.

Qualifications

• Demonstrable experience in a similar role.
• Familiarity with investments and asset classes.
• Client-centric approach.

Responsibilities

• Assist with day-to-day operational management of fund administration duties.
• Ensure excellent levels of client service.
• Conduct market research and analysis.

Skills

Client service

Data management

Risk management

Market research

Detail-focused

Organised

Education

Relevant professional qualification

Job description

Fantastic opportunity to join the in-house Funds Services team of a reputable Wealth Management firm. Working within a small team, you will assist with day to day operational management of fund administration duties, including management of the monitoring programme and periodic checks across areas such as onboarding, data management and pricing. You will ensure excellent levels of client service, maintaining a robust risk management policy, and developing client communications. The role will also include market research and analysis.

Applicants must have demonstrable experience in a similar role, ideally supported by a relevant professional qualification. You will need to be familiar with investments, including working knowledge of asset classes and investment management styles, and will possess a detail-focused, organised and client-centric approach. This is a great new role which offers career progression and support!

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