Summary
This is an exciting opportunity for an experienced investment operations professional to join a purpose-led charitable organisation. In this role, you will support investment processes, controls, onboarding and reporting that directly enable high-impact philanthropic giving.
Ideal for someone detail-driven, proactive and confident working across investment operations, compliance and stakeholder coordination.
  
Our Client
Our client is a global charitable organisation that supports high-net-worth donors through specialist giving structures. Their mission is to make philanthropy more effective through robust operations, efficient processes and best?in?class governance.
  
The Role
In this role, you will help manage investment onboarding, controls and operational reporting across a range of donor-advised investment accounts.
Key areas include:
• Supporting onboarding and due diligence for investment accounts
• Overseeing valuations, reporting and investment instructions
• Ensuring controls, compliance and documentation are accurately maintained
• Contributing to operational improvements and wider project work
• Acting as a knowledgeable contact for investment-related queries
  
Main Duties
You will play a core role in ensuring the smooth running of investment operations.
• Managing key operational processes across complex assets and segregated accounts
• Preparing and reviewing investment and trading instructions
• Monitoring daily valuations, reporting, controls and account activity
• Maintaining accurate documentation including SOPs and risk logs
• Collaborating with internal teams to ensure timely donor and advisor activity
  
The Successful Candidate
• Strong background in investment operations or a similar financial services role
• Highly organised with strong attention to detail and clear communication
• Comfortable reviewing technical information and following robust controls
• Proactive, analytical and confident working with multiple stakeholders
• Motivated by purpose-led work and improving donor experience
  
What’s on offer?
• Salary: £45,000 per annum
• Hybrid working: minimum two days per week in the office
• Opportunity to contribute to meaningful, high-impact philanthropy
• Collaborative, mission-driven culture with exposure to investment operations and governance
• Involvement in ongoing optimisation and transformation projects
  
Our Commitment to Equality, Diversity, and Inclusion
We believe that diverse teams drive innovation and success. That's why we're committed to promoting equality of opportunity and creating inclusive workplaces where everyone feels valued and supported. We actively seek out talent from all backgrounds and strive to reflect the rich diversity of the global workforce in every role we recruit for.