Weatherbys Private Bank

Operations Analyst

Weatherbys Private Bank

full-time

Posted on:

Origin:  • 🇬🇧 United Kingdom

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Salary

💰 £38,000 - £42,000 per year

Job Level

Mid-LevelSenior

Tech Stack

Python

About the role

  • Managing and reconciling operational data (fees, AUA, product registers)
  • Supporting the day-to-day running of the Investment and Wealth Advice (IWA) function
  • Liaising with Finance and third-party providers
  • Capturing actions from operational and compliance meetings
  • Helping improve internal systems (CRM, Power BI) and reporting
  • Contributing to client experience improvements and MI production

Requirements

  • A degree in STEM, Finance, Economics, Maths, or a related field
  • Excellent Excel skills and confidence working with large data sets
  • Strong numerical mindset and attention to detail
  • Some programming knowledge (e.g. Python) would be a bonus
  • A proactive, curious attitude
  • Comfortable working across both technical tasks and routine administrative processes