Operations Analyst, London

Covestor is hiring an Operations Analyst in London.

Covestor is an Internet start-up with offices in London and New York. We provide the world's largest online investment management marketplace. We pioneered social investing, allowing you to automatically mirror the trades of successful investors from your own brokerage account.

The Operations Analyst will be responsible for setting up new clients and model managers on the Covestor platform and ongoing maintenance of accounts on covestor.com. The role requires a close relationship with both our sales and technology teams.

Key Responsibilities

  • Client and Model Manager Take-On – manage prospective clients and model managers through the process of establishing tradable accounts
  • Account Reconciliation – daily reconciliation of client and model manager accounts to custodian records
  • Trade Monitoring – intra-day model manager and client trading activity
  • Reporting and Administration – production of compliance and operational reports
  • Security master maintenance – meta data, pricing and corporate actions processing
  • Processing of management fees
  • Production of operational, compliance and performance reports

About You
You will be a detail oriented individual, comfortable around technology and willing to roll your sleeves up and get immersed in our fast paced and demanding environment.

The successful candidate will:

  • be highly numerate and analytical
  • possess strong Excel skills
  • have a strong eye for detail and accuracy
  • have excellent written and verbal communication skills
  • have drive and enthusiasm and be able to work autonomously

Additional useful skills / characteristics:

  • knowledge of equities, funds and other financial instruments
  • accounting experience
  • scripting e.g. VBA, SQL

This is an exciting opportunity for someone recently graduated with a numerate degree (mathematics, accounting/finance, science/engineering etc.) and interested in pursuing a career in the finance or technology sectors. Alternatively, you may have 1 to 2 years experience working within the operations team of a financial services firm and now looking for an entrepreneurial challenge.

What to Do Next
This is a full-time position based in Covestor's London office. Only passionate, energetic and ambitious individuals who are also eligible to work full-time in the UK should apply. If that's you, don't delay, send your CV and details of your current salary to stefanojames@covestor.com.

Covestor Ltd. is a registered investment advisor. Covestor licenses investment strategies from its Model Managers to establish investment models. The commentary here is provided as general and impersonal information and should not be construed as recommendations or advice. Information from Model Managers and third-party sources deemed to be reliable but not guaranteed. Past performance is no guarantee of future results. Transaction histories for Covestor models available upon request. Additional important disclosures available at http://site.covestor.com/help/disclosures. For information about Covestor and its services, go to http://covestor.com or contact Covestor Client Services at (866) 825-3005, x703.

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