NEW ROLE - WEALTH MANAGEMENT OPERATIONS
Looking for:
- 2-4 years' experience working in Middle Office, Trade Support, Settlements, Confirmations and Transfers roles.
- Strong understanding of the Wealth industry, including experience supporting Portfolio Management teams.
- Asset coverage across Equities, FX & Fixed Income.
TRADE SUPPORT ANALYST - WEALTH MANAGEMENT
Salary: £50,000 - 55,000
Location: London
Keywords: Wealth Management, Trade Support, Financial Services, Portfolio Management, London
An exciting opportunity has arisen for a talented Trade Support Analyst to join a dynamic wealth management firm located in the heart of Covent Garden. This role offers the chance to work within a growing team, supporting the Portfolio Manager in executing and reconciling trades raised throughout the firm. The ideal candidate will have approximately four years' experience within Wealth or Investment Management and will be offered full training and support. This role is perfect for someone who thrives in a fast-paced environment, possesses strong communication skills, and has an eye for detail. The company operates a hybrid working policy, offering flexibility with 60% office-based work and 40% remote.
- Opportunity to work within a dynamic wealth management firm located in Covent Garden
- Full training and support provided
- Hybrid working policy with flexibility
What you'll do:
As a Trade Support Analyst in our Wealth Management division, you will play a crucial role in supporting our Portfolio Managers. Your day-to-day responsibilities will involve ensuring that securities are tradeable across all platforms, managing the Pod Check/CF30 Rota, assisting with FX pod checks, submitting trades to platforms, conducting trade reconciliation, and producing rebalances for both discretionary and inter-mediated portfolios. You will also assist with transaction reporting and maintain tracking of Limit/Good til cancelled orders. This role requires excellent organisational skills, attention to detail, and the ability to thrive in a fast-paced environment.
- Supporting the Portfolio Manager in collating, executing, and reconciling trades raised by Wealth Management Pods throughout the firm
- Ensuring securities are tradeable across all Platforms via Fund Matrix
- Managing the Pod Check/CF30 Rota and running pre-approval checks for Transfer Ins
- Assisting pods with FX pod checks and rebalance pod checks in Discretionary
- Submitting trades to platforms and monitoring trades executed 'live'
- Conducting T+1 Trade Reconciliation and Best Execution Monitoring
- Assisting with Transaction Reporting and maintaining tracking of Limit/Good til cancelled orders
- Producing Rebalances for both Discretionary and Intermediated portfolios
What you bring:
The ideal candidate for this Trade Support Analyst role will bring approximately four years' experience within Wealth or Investment Management. You should possess strong numeracy skills, solid analytical and research abilities, and excellent organisational skills. A strong knowledge of industry practices and UK regulations is essential, as well as proficiency in MS Office Suite; Excel, Word and PowerPoint. Your ability to communicate clearly at all levels both internally and externally will be key to your success in this role.
- Approximately four years' experience within Wealth or Investment Management
- Strong numeracy skills with solid analytical and research abilities
- Excellent organisational skills with close attention to detail
- Strong knowledge of industry practices and UK regulations
- Proficiency in MS Office Suite; Excel, Word and PowerPoint
- Ability to communicate clearly at all levels both internally and externally
What sets this company apart:
Our client is a leading wealth management firm that offers a holistic approach in developing and implementing tax-efficient global wealth and asset management strategies. With over a decade of experience in providing cross-border US Wealth Management services, they employ leading global investment strategies and solutions that are both tax efficient and compliant. They are proud to be the UK's first financial services B Corporation member, asserting that businesses can benefit shareholders whilst also solving social and environmental problems.
What's next:
Ready to take the next step in your career? Don't miss out on this exciting opportunity!
Apply today by sending your CV, covering letter, and salary requirements to the provided email address.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates