Fund Operations Associate

About the company

Titan Wealth is a rapidly expanding wealth management firm operating in the UK and overseas. The business has built a more balanced, efficient, and effective model designed to provide advice-led wealth management services and help advisers and their clients achieve their goals.

The organisation promotes a lively working environment where individual initiative and team contribution are both valued, with the aim of delivering stronger long-term outcomes for clients.

As the company continues to grow, it is hiring a Fund Operations Associate to join its London-based operations function.

This role offers an experienced fund operations professional the chance to join a collaborative team that is developing and improving its processes, with genuine scope to shape workflows and increase efficiency.

The role

Working as part of a growing operations team, you will support the firm’s investment funds through a wide range of operational tasks. You will partner closely with portfolio managers across fixed income, multi-asset, and fund teams to keep daily processes running smoothly and under control.

The position is hands-on and varied, with a strong emphasis on accuracy, operational discipline, and continuous improvement. You will also have the opportunity to support the modernisation and automation of existing processes. The central operations team is made up of around six people, offering broad exposure across asset classes while helping build a more scalable and resilient operating model.

Key responsibilities

• Review and confirm daily NAVs prepared by external administrators.
• Complete cash and holdings reconciliations, then investigate and clear any breaks.
• Manage trade processing across the lifecycle through to settlement.
• Make sure corporate actions are properly captured and reflected in portfolios.
• Coordinate with investment managers on trading activity.
• Prepare deal templates and place trades on the relevant systems or platforms.
• Help onboard new funds and products.
• Serve as a main point of contact for third-party providers such as the ACD and ManCo.
• Track service performance and escalate issues when needed.
• Support regulatory reporting and investor reporting requirements.
• Prepare and review internal reports and governance documents.
• Maintain strong operating procedures and controls.
• Contribute to process enhancement and automation work.
• Assist with system upgrades and operational change initiatives.
• Help improve efficiency in manual workflows.

Requirements

• At least 5 years of experience in fund operations or investment operations.
• Solid understanding of fund processes including NAVs, reconciliations, and trade lifecycle management.
• Strong organisational ability and comfort managing several priorities at once.
• Confidence working with multiple stakeholders and the ability to challenge appropriately when needed.
• Strong analytical, troubleshooting, and investigative skills.
• A proactive approach with a mindset geared toward continuous improvement.
• Hands-on experience with fund operations systems and related workflows.
• OMS experience would be useful, though it is not mandatory.
• Advanced Excel capability and strong data handling skills.
• Working knowledge of financial instruments such as equities, fixed income, and funds.
• Interest in technology, automation, or AI-enabled process improvements is highly valued.
• IMC qualification, or progress toward it, is preferred.
• Professional qualifications such as CFA are an advantage.

Company values

The company values creativity, commitment, and collaboration. It looks for people who are open to new ways of thinking and working, willing to invest extra effort to support change, and able to work effectively with colleagues and partners to create more innovative and efficient solutions.

Benefits and terms

• Competitive salary.
• Employer pension contribution of 7.5% with a minimum employee contribution of 3%.
• 25 days of annual leave plus public holidays.
• Option to buy or sell up to 5 days of holiday.
• Three-day office Christmas closure.
• Benefits including private medical insurance, group life cover, and income protection insurance.
• Hybrid working arrangement.
• Support for further education and training.
• Discretionary performance-based bonus.
• Confidential employee assistance programme.
• 2 days per year for volunteering.
• A wide range of flexible benefits to choose from.

Equal opportunity and recruitment notice

Titan Wealth Group is committed to creating an inclusive and equitable workplace for everyone, regardless of race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. The company believes diverse teams help deliver the best outcomes for clients and employees, and it aims to provide equal opportunity in recruitment, career growth, pay and benefits, training, development, and other work-related activities.

The hiring process may use AI tools to support certain steps, such as reviewing applications, analysing CVs, or checking responses for inconsistencies or verification signals. These tools assist the recruitment team and do not replace human judgement. Final hiring decisions are made by people. Applicants can contact the company for more information about data processing.