We are partnered exclusively with a growing family office, who provide investment advice against a range of regulated products and services, with the search for an Operations Analyst to join them on what would initially be a 9-12 month Fixed Term Contract, with a likelihood of becoming permanent given the business’ expansion plans.
Responsibilities of the Operations Analyst:
- Provide support to the Operations Manager when managing relationships with the firm’s Custodian Banks and Counterparties
- Supporting with client onboarding, being the main point of contact with clients in obtaining all documentation for KYC/AML requirements
- Ensuring responses to client queries are provided in a timely manner, are thorough and logged with internal tracking tools to provide the highest levels of customer satisfaction
- Assume responsibility, alongside the Operations Manager, for the timely delivery of monthly portfolio statements and reports for all clients
- Assisting the Relationship Managers with information needed for client meetings and produce client presentation packs on products and services offered by the business
- Participate in the identification of process improvements, operational cost reductions or new revenue workstreams
Experience required of the Operations Analyst:
- 2-3 years proven experience of working within a smaller operations environment would be preferred
- Excellent communication and interpersonal skills to work with the firm’s clients, team members and third parties
- Basic understanding of Financial Products
- Knowledge of KYC/AML client onboarding requirements
- Proficient with all Microsoft Office suite, but specifically within Excel
- Bring a high attention to detail with a committed and enthusiastic approach to administrative tasks
This is a fantastic opportunity to join a firm in a highly exciting stage of growth and have exposure to multiple aspects of the firm’s operations. We would be open to speaking to junior KYC/AML professionals seeking a broader role for this.
Given the nature of the role, we can only submit those who are immediately available or on less than one month’s notice. Reach out to shane.cassidy@coopman.uk for more information.
As a Certified B Corporation™, we take a different approach to how we do business. Recognised on an international scale as a company that operates for good, we value & incorporate the interests of all of our stakeholders to grow in the most sustainable manner. As a recognised Great Place to Work™, we ensure our workplace is one that fosters professional growth and collaboration.
…