Investment Analyst

Nelson Scott Recruitment

  • London
  • £45,000 per year
  • Permanent
  • Full-time
  • 22 days ago
  • Apply easily
European Wealth Manager is looking for 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 and summarise discussions, assist in the completion of subscription documents and KYC of external investment allocations.· Ad Hoc Support: Help with various tasks as needed, such as preparing account-opening documents for custodians or assisting with data collection for audits.Qualifications:· Educational Background: A Bachelor's degree in Finance, Economics, Business, Mathematics, or a related field - Minimum 2:1.· Experience: Some 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.

Nelson Scott Recruitment