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Product Services Associate

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Product Services Associate

  • Location:

    Kensington and Chelsea, London

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £26000 - £31000 per annum + benefits

  • Contact:

    Manjinder Kang

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Startdate:


  • Client:


Product Services Associate

Investment Management

Up to £31K depending on experience

Kensington & Chelsea, London



The Client:

An established and successful private investment office with an entrepreneurial and collegiate ethos is looking for an Product Services Associate.

Kindly note that this is not an Analyst or Investment Manager opportunity, but will sit within the back office operations team.

The Role:

This role is a core function in the operations team where responsibilities will range from but not limited to:

  • Collating and verifying key client data to ensure validity and accuracy of internal core data
  • Completion of internal fund set up and maintenance
  • Investigating and resolving discrepancies between internal records and external custodians
  • Producing and validating complex client reporting to tight deadlines
  • Assisting in the production and review of annual UK client tax reports
  • Managing and taking accountability for assigned project work through to completion ensuring that deadlines are met
  • Assisting the client services and investment team in resolving any product or client specific enquires
  • Developing strong relationships with internal teams to understand key processes across the company

The Successful Product Services Associate will:

  • Have some previous office exposure
  • Have strong academics to degree level
  • Have a minimum grade B in Maths at A level
  • Have a love of number and have strong quantitative skills
  • Have a methodological and problem-solving approach
  • Be a self-starter who demonstrates excellent team working abilities
  • Have strong MS Offices skills and a keen eye for detail are also a must.

The Details and Benefits:

  • This is a great opportunity to join a successful firm and be part of a successful team!
  • The salary is competitive depending on experience and
  • The role comes with some excellent benefits that includes a discretionary bonus

Please apply today if you are interested!