Wealth management internship Work, Jobs in London (with Salaries)

Revenue Operations Analyst (Sales Support) - Graduate Role
Sharegain —London
- Hybrid work
- Microsoft Excel
- Internship
2d
Junior Compliance Analyst
Moneyfarm —London
- Full-time
- Analysis skills
- Bachelor's degree
- Case management
Quick apply
6d
Public Relations Apprentice - UK
Prosek Partners —London
- Bachelor's degree
- Financial services
- Internship
Quick apply
Credit Research Intern
Franklin Templeton Investments —London
- Full-time
- Microsoft Excel
7d
Business Development Analyst (US Team)
Tangible —London
- Microsoft Powerpoint
- Microsoft Excel
- Sales
Quick apply
Product Marketing Trainee – Global Markets
Société Générale —London
- Microsoft Powerpoint
- Microsoft Excel
- Sales
10d
Associate, Global Markets Advisory
Eurasia Group —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Sales
Quick apply
9d
Senior Anti-Financial Crime & Onboarding Analyst
LHV Bank —London
- Hybrid work
- Internship
- Communication skills
- Employee discount
Quick apply
4h
Life Sciences Consulting Senior Analyst
ClearView Healthcare Partners —London
- Hybrid work
- English
- Master's degree
- Project management
Associate, Client Service
Guidepoint —London
- Project management
- Bachelor's degree
- Organisational skills
- Employee assistance programme
Structured Investments Operations - Trading Services Analyst
JPMorganChase —London
- Full-time
- Microsoft Excel
- Microsoft Office
- SQL
Graphic design intern
Sharegain —London
- Hybrid work
- Internship
Insight Experience for Black Heritage Talent - Coutts - Relationship Management
National Westminster Bank PLC —London
- Full-time
- Internship
Anti-Financial Crime & Onboarding Manager - 6 Month FTC
LHV Bank —London
- Hybrid work
- Internship
- Communication skills
- Employee discount
Quick apply
4h
Insight Experience for Black Heritage Talent - Coutts - Products & Client Services
National Westminster Bank PLC —London
- Full-time
- Internship

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Junior Compliance Analyst
Moneyfarm —London
Providing first-line compliance and business advisory support via Jira, answering day-to-day queries from across the business on compliance matters such as JISA…
Quick apply
6d
Junior Compliance Analyst
Savills IM —London
The interview process will consist of 2 interviews (1 virtual, 1 in person) with various members of the Risk & Compliance team.
£30,000 a year

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Revenue Operations Analyst (Sales Support) - Graduate Role

Sharegain -
London

Apply Now

Job details

Graduate | Internship
2 days ago

Qualifications

Power BI
Microsoft Excel
Tableau
Numeracy

Full job description

About us

Sharegain began with one question: If the largest institutions solely exercise the right to lend their stocks, bonds, and ETFs, what would it take to unlock this revenue opportunity for every investor?

Our team of experts in the UK, US and Israel built the solution: a platform that empowers online brokers, private banks, and wealth managers to offer securities lending to their clients. We call it SLaaS: Securities Lending as a Service. It’s a fully digital, customizable, end-to-end solution that automates front- and back-office operations. Institutions and investors are now free to earn more from what they own.

Every Sharegainer has their own backstory, but we all share an ambition to do things differently – bigger, better, and greater. Together we’re on a mission to democratize capital markets by building a more liquid world. The more we share, the more we all gain.

About the role

This is a 0–2-year experience role designed for someone who wants to build a career in a commercial function at a fast-growing fintech but is not yet sure whether that is in sales, revenue operations, analytics or client management.

As Revenue Operations Analyst you will sit at the centre of the commercial teams and keep the engine running. You will own the data, reporting and materials the sales & customer success team relies on, making sure our pipeline is accurate, our reporting is trusted, our prospect research is sharp and our client-facing documents are excellent. It is a role with a lot of exposure: you will work directly with senior members of the sales, marketing, operations, legal and finance teams from your first month. You do not need prior experience in financial markets. You do need to be organised, numerate, curious and comfortable owning detail that other people depend on.

Key responsibilities

Maintain accurate, complete and up-to-date records of accounts, contacts, opportunities and activity in the CRM.

Run regular data hygiene routines – deduplication, enrichment, lapsed record clean-up – and keep the CRM fit to report from.

Make sure the sales team follows agreed process stages, required fields and naming conventions, chasing where needed.

Produce weekly and monthly pipeline, activity and conversion reporting for the sales team and leadership.

Prepare the data pack for pipeline reviews, forecast calls and board reporting.

Track commercial KPIs, spot trends and flag risks or anomalies early rather than reporting them after the fact.

Prepare pitch decks, one-pagers, proposals and pre-meeting briefing packs for client and prospect meetings.

Support responses to RFPs, RFIs and due diligence questionnaires, coordinating input from across the business.

Capture actions and next steps from client meetings and follow through until they are closed.

Maintain a well-organised, version-controlled library of sales collateral so the team is always using the current materials.

Build and maintain target account and contact lists using LinkedIn Sales Navigator and other data sources.

Research prospects, their business models and their market context to help the team prepare for conversations.

Support outbound campaigns and demand generation activity in partnership with Marketing, and track how they perform.

Work with Legal, Compliance, Finance and Operations to move deals smoothly from agreement to signature to onboarding.

Help document, simplify and improve commercial processes as the team scales.

Support day-to-day administration of the commercial tech stack, including user set-up, licences and basic troubleshooting.

Skills

A recent graduate, or someone within roughly two years of graduating, in any discipline.

Strong numeracy and confident Excel skills, comfortable working with data, building a clean summary and sense-checking your own numbers.

Genuine curiosity about financial markets and how a commercial business works.

Desirable

An internship or placement in financial services, fintech, SaaS, consulting or a sales or operations function.

Exposure to a CRM (Salesforce, HubSpot or similar) or a BI tool (Power BI, Tableau, Looker).

Some understanding of capital markets, asset management or securities lending.

Sharegain is an equal opportunity employer. Employees and contractors, as well as prospective employees and contractors, will all be treated equally and fairly. We are passionate in our belief that a diverse workforce is central to our success, and we are proud to reflect this within our recruiting processes.

Apply Now

Refine Your Search

wealth management internship jobs in london

Revenue Operations Analyst (Sales Support) - Graduate Role

Junior Compliance Analyst

Public Relations Apprentice - UK

Credit Research Intern

Business Development Analyst (US Team)

Product Marketing Trainee – Global Markets

Associate, Global Markets Advisory

Senior Anti-Financial Crime & Onboarding Analyst

Life Sciences Consulting Senior Analyst

Associate, Client Service

Structured Investments Operations - Trading Services Analyst

Graphic design intern

Insight Experience for Black Heritage Talent - Coutts - Relationship Management

Anti-Financial Crime & Onboarding Manager - 6 Month FTC

Insight Experience for Black Heritage Talent - Coutts - Products & Client Services

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