Average Investment Associate salary in London

As an Investment Operations Associate, you’ll be key in managing, trading and reporting on our customer funds and assets. You’ll be exposed first hand to the rules and regulations that govern everything we do whilst also working towards your Level 3 Investment Operations Certificate (with CISI). We work closely with a team of platform developers/engineers to manage daily processing, controls, and systems needed to manage our customers’ investments and savings. In other words, whenever a customer decides to move their money in the app, we are the team that makes it a reality.We are looking for someone with a passion for fintech who is excited about this great opportunity to further their career in Investment Operations and be part of the future of Moneybox.What you'll doWorking as part of the Investment Operations team interacting frequently with other operations, finance and technology team members, this role will be responsible for, but not limited to, the following:Assisting with day-to-day operational processes for the investment of cash and stocks in our current and future products. Completing daily reconciliations of customer monies and assets.Instructing payments to and from partners and customers. Learning about and demonstrating knowledge and understanding of the rules and regulations that are applicable to us and the products we offer customers. Supporting reporting requirements for the various regulations with which Moneybox must comply including preparing regular updates to our procedural documentation.Gain your Level 3 Investment Operations Certificate with CISI with our support.Further develop invaluable soft skills around communication, teamwork, time management and prioritisation.Who you are A highly detail-oriented individual with a diligent and methodical approach to operations. Interested in providing an excellent operations service and demonstrating initiative in developing it to be the best it can be. A naturally personable, great communicator who has a passion for their work and the people they work with. Adaptable and flexible, for those times when things do not go to plan. Knows how to have fun whilst maintaining a professional outlook.Experience and skills A minimum of 2 years previous work experience, ideally in dealing, reconciliations or investments.Ability to work well both individually with minimal guidance and as part of a team.Strong attention to detail.Proven problem-solving skills.Highly numerate with good Excel skills and analytical thinking.Great communication and listening skills.Fluency in English.What's in it for youOpportunity to join a fast-growing, award-winning and super ambitious startup.Work with a friendly team of highly motivated individuals.Be in an environment where you are listened to and can actually have an impact.Thriving collaborative and inclusive company culture.Company shares.Company pension scheme.Hybrid working environment.Home office furniture allowance.Personal Annual Learning and Development budget.Private Medical Insurance.Health Cash Plan (cashback on visits to the dentist & opticians etc).Cycle to work scheme.Gympass subscription to a variety of gyms and wellbeing apps.Enhanced parental pay & leave.25 days holiday bank holidays with additional days added with length of service.Plus many moreOur office is in London, by the Oxo TowerOur Commitment to DE&IAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potentialWorking Policy:We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.Visa Sponsorship:At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.Please read before you apply!Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance. By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with

Looking to make a real impact? Want to join an extremely fast growing fund? Are you working at a Big Investment Bank and looking to work for a smaller comany whereby the career trajectory is quicker? This is a Fully Remote role with a HQ in London. 1-2 days in the London office a month for a keeping in touch day(s) Experience: 4-6 years from private equity, investment banking (Associate level), or a fund-of-funds / institutional allocator Role Overview: As an Investment Associate , you will be a core member of the investment team, leading the evaluation and execution of commitments to global private equity funds and co-investments. You will build relationships with top-tier sponsors and drive due diligence, underwriting, and portfolio construction efforts for sophisticated clients. Key Responsibilities: Lead end-to-end diligence on private equity fund commitments (primary funds, re-ups, niche strategies).Underwrite co-investments across sectors and geographies, including financial modeling, scenario analysis, and risk assessment.Participate in negotiations of fund and deal terms alongside senior team members and legal counsel.Interact directly with GPs to build intelligence, stay informed on pipeline opportunities, and deepen relationships.Present recommendations to the Investment Committee and contribute to client portfolio strategy sessions. Ideal Candidate Profile: 4-6 years of relevant experience in private equity, investment banking (Associate), or a top-tier allocator.Deep knowledge of private equity structures, fund mechanics, co-investment processes, and market trends.Advanced modelling and valuation skills, with strong investment judgment and commercial instincts.Experience dealing directly with GPs and managing multiple concurrent due diligence projects.Strong client-facing abilities and a collaborative, intellectually curious approach. Excellent benefits on offer and a high bonus! Robert Half is proud to represent this client. Two Stage process via Video Conference and quick turnaround. APPLY NOW!! 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.

Our Client: NY Based Funds Services Company - on site with London PE Client The Role: Investment Operation team - several levels The Location: City of London Our client are an NY based Fund Services firm expanding across the UK. They are working with their largest client - Global Private Equity firm in establishing a newly created Investment Operations department. This role will be based on site and is hiring at a multitude of levels. The Responsibilities: Support the Investment Ops team in transaction and capital markets pipeline management and execution across PE, RE, Infrastructure and Real AssetsFully responsible for ownership of latest updates across the deal, legal, tax and treasury teamsMaintenance of their data centralization platform across data capture and process flowsTransaction Execution across private markets asset classes and strategiesDocument Management across legal closing packages for complex transactions and documented support for transaction allocation decisions The Requirements: Proven track record within Investment OperationsHigh volume deal execution experienceExperienced dealing with legal teams, deals & investments teamsUnderstanding of the transactions documentations For application and accessibility support, please contact your local Marks Sattin office. We're committed to protecting the privacy of all our candidates and clients, please visit https://privacy for our privacy policy.