Investment Work, Jobs in Whitchurch, Crf (with Salaries)

Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Paralegal - Financial Mis-selling
Hugh James —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- IT
- Negotiation
- Employee assistance programme
- Employee discount
16h
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Paraplanner
Legal & General Investment Management —Cardiff
- Employee discount
Paraplanner
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Employee discount
Quick apply
Financial Planning and Analysis Manager
CatSci —Cardiff
- Full-time
- Microsoft Excel
- Communication skills
Quick apply
1d
Financial Business Partner - Technology
International Baccalaureate —Cardiff
- £49,815 - £114,049 a year
- Full-time
- Hybrid work
- Analysis skills
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
2d
Financial Adviser (Cardiff)
Perspective Financial Group —Cardiff
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Deal Sourcer (Property Investment)
M&P PROPERTY MANAGEMENT (NEWPORT) LTD —Blackwood
- £27,000 - £69,000 a year
- Full-time
- Sales
- Administrative experience
- In-person
- Free parking
Quick apply
2d
Private Markets Fund Accountant
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Accounting
Quick apply
Independent Financial Adviser
James and Associates Financial Services Ltd —Minehead
- £45,000 - £55,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Solicitor - Banking & Finance
Hugh James —Cardiff
- Full-time
- Hybrid work
- Banking
- Employee assistance programme
- Employee discount
Portfolio Manager
M Group —Caldicot
- Project management
- Contracts
- Construction
- Annual leave
- Employee assistance programme
4d
UK Finance Leader
Eaton —Cwmbran
- Analysis skills
- Mentoring
- Leadership
2d
Finance Senior Manager
Panasonic Manufacturing —Cardiff
- Microsoft Excel
- Oracle
- English
- Free parking
- Annual leave
Financial Planning and Analysis Senior Manager
Hodge Bank —Cardiff
- Full-time
- Hybrid work
- SQL
- Analysis skills
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
14d
Pillar 2 Compliance, Senior Associate
Pwc UK —Cardiff
- Full-time
- Hybrid work
- Analysis skills
- Tax experience
Senior Consultant, Financial Advisory
Teneo —Cardiff
- Microsoft Powerpoint
- Microsoft Outlook
- Management
Senior Finance Analyst
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Accounting
- IT
- Employee discount
Quick apply
4d

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Private Markets Investment Administrator

Delio -
Cardiff

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Microsoft Office
Organisational skills
Financial services
SaaS
Communication skills

Full job description

Company Description

Be it asset managers, distributors or ecosystem providers, iAltA is the partner of choice for financial firms
that are looking for the building blocks to deliver their digital private markets strategy. Today, iAltA works
with more than 100 organisations in 18 countries.

Job Description

We are looking for a highly organised and detail-oriented Private Markets Investment Administrator to
support the operational delivery of the private market investment activity being supported by our
Structuring team.

This role will work closely with internal teams, financial organisations and ecosystem partners to help
facilitate the onboarding and ongoing administration of private market investment opportunities. The
successful candidate will play a key role in ensuring operational excellence, data accuracy and a high-quality
client experience across investment lifecycle activities.

The ideal candidate will have experience in financial services operations, private markets administration or
investment platform support, with a strong understanding of regulated financial environments and investor
servicing processes.

Key Responsibilities

Support the onboarding and administration of private market investment opportunities,

utilising the Delio Core OS platform

Assist with investor onboarding processes, including KYC/AML documentation reviews and

investor record maintenance

Coordinate investment workflows including subscriptions, allocations, capital calls,

distributions and reporting activities

Maintain accurate investment and investor data within internal systems and client platforms
Liaise with clients, fund managers, legal teams and third-party providers to ensure smooth

operational delivery

Monitor operational processes and identify opportunities to improve efficiency, controls and

client experience

Support the preparation and distribution of investor communications and reporting materials
Assist with reconciliations, document management and audit-related requests
Ensure operational activities are completed in accordance with internal procedures and service

standards

Qualifications

Requirements

Essential:

Previous experience in financial services operations, fund administration, private markets

administration or investment operations

Strong organisational skills with excellent attention to detail and accuracy
Ability to manage multiple priorities and deadlines in a fast-paced environment
Excellent written and verbal communication skills
Strong Excel and Microsoft Office skills
Comfortable working with digital platforms, operational systems and workflow tools
Ability to work collaboratively across teams and with external stakeholders
Proactive, adaptable and solutions-oriented mindset
Understanding of KYC/AML and investor onboarding processes

Desirable:

Experience working with private markets, alternative investments or wealth management

platforms

Familiarity with fund structures, investor servicing and private asset lifecycle processes
Experience supporting regulated financial services businesses
Experience using CRM, workflow or SaaS-based operational platforms

Additional Information

What We Offer

Competitive salary based on experience
25 days holiday (plus bank holidays), increasing with length of service
Hybrid working – based in or around Cardiff. We operate a hybrid working model with a

minimum 3 days per week in the office - with Wednesday and Thursday being obligatory office
days

Extra day off for your birthday
Private medical insurance and Death-in-service benefit
A friendly, supportive and innovative team culture
Opportunities for professional growth and training
Defined contribution pension scheme

Quick apply

Refine Your Search

investment jobs in whitchurch, crf

Private Markets Investment Administrator

Paralegal - Financial Mis-selling

Client Services Executive

Paraplanner

Paraplanner

Financial Planning and Analysis Manager

Financial Business Partner - Technology

Financial Planning Administrator - 12-month FTC

Financial Adviser (Cardiff)

Deal Sourcer (Property Investment)

Private Markets Fund Accountant

Independent Financial Adviser

Solicitor - Banking & Finance

Portfolio Manager

UK Finance Leader

Finance Senior Manager

Financial Planning and Analysis Senior Manager

Pillar 2 Compliance, Senior Associate

Senior Consultant, Financial Advisory

Senior Finance Analyst

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