Job Description

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.