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Finance and Operations Manager
Salary to £70,000 + amazing benefits
London / in office 2 days per week
About the RoleWe're looking for a detail-oriented Operations, Finance & Compliance Associate to support our clients operations, legal, and finance teams. You'll handle quarterly reporting, KYC compliance, office management, and LP communications. Strong Excel skills and the ability to manage investor inquiries are key.
Key Responsibilities
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Financial Admin: Log invoices, chase missing invoices, reconcile payments, and process expenses.
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Account Admin: Manage accounts, update security settings.
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KYC & Onboarding: Handle investor forms, verify KYC documents, run checks.
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Fund Admin & Reporting: Manage portfolio submissions, coordinate quarterly reports, update LP communications.
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Office Management: Manage office supplies, liaise with landlords, ensure a clean and organized space.
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Compliance: Schedule compliance meetings, update training records, ensure safety assessments.
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Investor Relations: Assist with LP transfers, maintain records, ensure GDPR compliance.
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Document Management: Keep templates up-to-date, manage document storage.
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Special Projects: Coordinate charity events, track carbon footprint.
Key Skills
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Proficient in Excel, Word, PowerPoint, and similar tools
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Strong attention to detail and organization
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Experience in compliance, KYC/AML processes is a plus
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Able to manage multiple tasks and deadlines
Personal Attributes
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Reliable, self-motivated, and discreet
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Comfortable working independently and with a team
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Calm under pressure, friendly, and professional
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice.
