Investment Analyst
Company: Nelson Scott Recruitment
Location: London
Salary: £45,000 per year
Type: Permanent, Full-time
Posted: 10 hours ago
Application: Apply easily
Job Description
European Wealth Manager is seeking a motivated and detail-oriented Operations Analyst to join our team. This role requires working from the hub-office 5 days a week.
Key Responsibilities:
* Financial Reporting: Assist in preparing financial reports, tracking key metrics, and ensuring accurate data collection.
* Reporting: Assist in the preparation and review of fund NAVs, collect relevant broker data for the fund administrator, and review NAVs before preparing monthly investment letters.
* Trading: Assist with preparing trade plans and booking trades into internal systems.
* Reporting: Prepare concise and clear reports that communicate complex data findings in an easy-to-understand manner.
* Presentation Support: Help prepare materials for internal presentations and meetings.
* Investment: Listen into research calls, summarise discussions, and assist in the completion of subscription documents and KYC for external investment allocations.
* Ad Hoc Support: Assist with various tasks such as preparing account-opening documents for custodians or data collection for audits.
Qualifications:
* Educational Background: Bachelor's degree in Finance, Economics, Business, Mathematics, or a related field - minimum 2:1.
* Experience: Relevant experience or internships in operations is desirable but not mandatory.
Skills:
* Strong analytical and problem-solving abilities.
* Proficiency in Microsoft Excel, PowerPoint, and other data analysis tools.
* Knowledge of basic accounting principles is a plus.
* Excellent verbal and written communication skills, with the ability to present complex data clearly and understandably.
* High attention to detail and accuracy, ensuring quality data and analysis.
This job is active and accepting applications.
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