Operations Analyst
Operations Analyst
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Job Description
About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the worlds financial markets.
Our expertise intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients communities and planet.
We have 4200 talented specialists on the ground in over 40 countries around the world enabling us to deliver a unique global perspective across four marketleading business divisions Global Advisory Wealth Management Asset Management and Five Arrows.
As a familycontrolled business built on relationships we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Rothschild & Co Wealth Management
Within Wealth Management we offer an objective longterm perspective on investing structuring and safeguarding assets to preserve and grow our clients wealth.
We provide a comprehensive range of private wealth services to some of the worlds wealthiest and most successful families entrepreneurs foundations and charities. In an environment where shortterm thinking often dominates our longterm perspective sets us apart. We believe preservationfirst is the right approach to managing wealth.
Overview of Role
The role is part of the broader Operations Department and entails performance of periodic/daily tasks across all main operations functions as well as liaising with internal clients from front office. The role also includes contributing to enhance processes efficiency and projects/strategic initiatives.
Responsibilities
- Monitor completeness of daily reconciliations of clients money and assets.
- Review of securities prices for client portfolio valuations.
- Production and delivery account statements of client portfolios.
- Setup client portfolios into the operating system.
- Monitor trading and delivery contract notes to clients.
- Client payment orders monitoring liaising with Custodian Client Advisers and Outsourcer.
- Support Operations Team on new projects/initiatives.
Experience Skills and Competencies Required
- Bachelors degree level or equivalent
- Strong interpersonal skills foster and grow internal (and external) relationships.
- Strong organisational skills.
- Reliable conscientious and professional with high level of professional integrity.
- Strong analytical and attention to detail skills.
- Flexibility cando attitude with high quality standards.
- Excellent communication skills verbal and written (both Italian and English); professional manner; ability to articulate complex issues in a clear and concise manner.
Required Experience:
IC
Employment Type
Full-Time
