Fund Operations Associate

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

Titan Wealth is continuing its significant growth, and we’re looking to hire a Fund Operations Associate to join our expanding operations function in London.

This is a fantastic opportunity for an experienced fund operations professional to join a collaborative and evolving team, with real scope to shape processes and drive efficiencies as the function develops.

The Role

Sitting within a growing Operations team, you’ll play a key role in supporting Titan’s investment funds across a range of operational activities, working closely with portfolio managers across fixed income, multi-asset and fund teams to ensure the smooth running and oversight of daily processes.

This is a varied, hands-on role with a strong focus on operational control, accuracy, and continuous improvement — including the opportunity to help modernise and automate existing processes. You’ll be part of a central Operations function of c.6 people, gaining broad exposure across asset classes while contributing to the development of a more robust, scalable and forward-thinking operations model as the business continues to grow.

Key Responsibilities

Fund Operations & Oversight

  • Monitor and validate daily NAVs produced by third-party administrators
  • Perform cash and position reconciliations, investigating and resolving breaks
  • Oversee trade lifecycle processing and settlement activity
  • Ensure corporate actions are accurately reflected across portfolios
  • Dealing & Trade Support

  • Liaise with investment managers on trading activity
  • Prepare deal templates and submit trades on relevant platforms
  • Support onboarding of new funds and products
  • Service Provider Management

  • Act as a key contact for third parties (ACD/ManCo)
  • Monitor service delivery and escalate issues where required
  • Reporting & Controls

  • Support regulatory and investor reporting requirements
  • Prepare and review internal reporting and governance materials
  • Maintain strong operational procedures and controls
  • Projects & Continuous Improvement

  • Contribute to process improvements and automation initiatives
  • Support system enhancements and operational change projects
  • Play an active role in improving efficiency across manual processes
  • About You

    We’re looking for someone who is operationally strong, detail-focused, and comfortable working across multiple priorities:

  • ~5 years’ experience within fund operations or investment operations
  • Strong understanding of fund processes (NAVs, reconciliations, trade lifecycle)
  • Excellent organisational skills and ability to manage competing demands
  • Confident working with multiple stakeholders and pushing back where needed
  • Strong problem-solving and investigative mindset
  • Proactive, with a focus on continuous improvement
  • Technical & Knowledge

  • Experience across fund operations systems and workflows
  • OMS experience helpful but not essential
  • Strong Excel and data skills
  • Awareness of financial instruments (equities, fixed income, funds)
  • Interest in technology, automation or AI-driven improvements is highly beneficial
  • Qualifications

  • IMC (or working towards) desirable
  • Professional qualifications (e.g. CFA) advantageous
  • Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

    Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

    Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

    Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.


    Terms
    - Competitive salary
    - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
    - 25 days Annual Leave + public holidays
    - Buy and sell holidays up to 5 days
    - Office Christmas close (3-days)
    - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
    - Hybrid working
    - Further education and training support
    - Discretionary performance related bonus
    - Confidential Employee Assistance Programme
    - 2 days per year for voluntary work
    - And lots of flexible benefits to choose from!

    The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.