Client Investment Operations
Following recent promotions and continued growth within the London office, this organisation is ready to appoint a new associate to their busy client service operations team.
In this function the successful applicant can expect to be engaged in a unique blend of duties and responsibilities, some of which include:
- Executing client investment activities across a wide range of asset classes
- Acting as a point of contact for both clients and external service providers
- Implementing and executing FX hedging strategies
- Producing and delivering complex client reporting
- Engaging in the onboarding of new client portfolio, ensuring compliance, KYC and AML procedures are met.
- Delivery of ongoing relationship management
Due to the nature of this business, this role will cover a broad range of financial products and instruments ranging from Alternative, Real Estate and Traditional Asset Classes.
As this is a client facing position, in order to be considered for this role, suitable applicants will need to demonstrate exceptional inter-personal and communications skills as well as a long-term commitment to this function.
In addition to this you should have also achieved the following:
- First Class or 2.1 classification at degree level
- Academic track record of success within numerate subjects
- Employment track record within a relevant financial services field– Ideally you will have gained a minimum of 18 months experience in one of the following: Investment Operations / Middle Office, Investment Client Service or Investment Execution.
My client view this opportunity as a long term career path within it’s own right and would like to meet individuals seeking a career with their business. As a result of this my client are able to offer sponsorship towards professional qualifications such as CFA CAIA to successful applicants joining their business.
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