AddressJoin a Family Office and kick start your career in wealth! If you're looking for a smaller-sized team where you will receive training directly from the Head of Operations and a role with plenty of scope, then this is for you. A multi-family office, offering wealth management, investment management and family office services
- Experience/exposure to wealth, investment management
- Experience in reconciliations required
- Able to go in office Monday - Thursday
Some of the key responsibilities:
- Reconcile client cash and stock positions and investigate discrepancies.
- Ensure client positions are correct and fully reconciled.
- Monitor trade settlements and ensure best execution has been achieved.
- Weekly reconciliations and fund sign offs for the collective investment schemes managed by the firm, including Bloomberg concentration checks.
- Retrieve and update monthly Bloomberg indices.
- Monitor corporate actions.
- Liaise with custodians, fund administrators and other external relationships.
- Ad-hoc support and project work as required.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Join a Family Office and kick start your career in wealth! If you're looking for a smaller-sized team where you will receive training directly from the Head of Operations and a role with plenty of scope, then this is for you ...
