UK Fund Operations Analyst – Entry Level

Carne Group; Greater London; Hybride; GBP 26 000 - 32 000; Plein temps

Résumé du poste

Carne Group in London is seeking an Entry Level UK Fund Operations professional to support day-to-day fund operations and CASS oversight tasks. The role focuses on processing, record-keeping, and answering queries from retail clients and advisers, with training provided to develop regulatory understanding.

Ideal candidates hold a university degree in business/finance/accounting, have a keen eye for detail, and are eager to build a career in funds operations within a dynamic, compliant

Qualifications

• University degree in business/finance/accounting or similar.
• Experience/internship within financial services desirable.
• Experience dealing with retail clients/investors and other stakeholders.
• Strong written communication with clear explanations.
• Attention to detail and organisational skills.
• Ability to manage multiple priorities in a team environment.
• Interest in UK authorised funds and FCA regulatory requirements.
• Exposure to transfer agency or fund administration is advantageous.

Responsabilités

• Act as a point of contact for retail investors, beneficiaries, advisers and solicitors, ensuring queries are answered promptly.
• Coordinate with delegated Transfer Agents and Fund Administrators to resolve investor queries.
• Support processing of deceased investor and estate administration cases.
• Identify and elevate complaints, incidents and vulnerable customer matters.
• Perform day-to-day operational tasks for CGFMUK Funds and ensure timely fund reporting.
• Assist with reporting for internal committees and regulators.
• Assist in reviewing client money reconciliations and escalate exceptions.
• Gather and maintain management information for the Funds Oversight Committee.
• Assist CMAR return inputs and supporting evidence.
• Assist investor communications and account restrictions.
• Assist with regulatory returns and sponsor fund changes support.

Connaissances

Customer service

Written communication

Attention to detail

Organisational skills

Teamwork

Excel knowledge

Formation

University degree in business/finance/accounting or similar

Outils

Microsoft Excel

Microsoft Office

Description du poste

Carne Group in London is seeking an Entry Level UK Fund Operations professional to support day-to-day fund operations and CASS oversight tasks. The role focuses on processing, record-keeping, and answering queries from retail clients and advisers, with training provided to develop regulatory understanding.

Ideal candidates hold a university degree in business/finance/accounting, have a keen eye for detail, and are eager to build a career in funds operations within a dynamic, compliant