Financial Operations Specialist
5 days ago
About the Role
We are seeking a skilled Investment Operations Analyst to join our team. As an Investment Operations Analyst, you will play a key role in the onboarding process of new investment managers and underlying funds to our trading platform.
Your responsibilities will include coordinating legal negotiations with internal and external counsel, reviewing contracts and fund documents, and maintaining client and fund documentation. You will also work closely with colleagues from various levels to ensure seamless execution of agreements on behalf of our institutional pension clients.
As a member of the Manager Onboarding Team, you will be responsible for initiating efficient processes for reviewing and implementing agreements. Your ability to collaborate effectively with cross-functional teams, communicate opinions and ideas clearly, and promote industry best practices will be essential to your success.
In this role, you will have the opportunity to develop your technical knowledge and skillset through training and professional development opportunities. You will also contribute to the promotion of exceptional client service and operational accuracy within the team.
Key Responsibilities
- Coordinate tax and legal reviews of third-party asset manager fund documentation and other investment-related contracts
- Understand commercial and legal requirements of clients and in-house funds to identify issues in legal reviews prepared by external lawyers
- Adhere to excellence principles to ensure high-quality work that adds value to clients
- Learn about the wider investment consulting business and provide specialist recommendations to client consulting teams and portfolio management teams
- Communicate clearly and confidently with colleagues and external parties at all professional levels
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