Join one of the fastest growing investment businesses in the UK, where your work directly supports the delivery of award‑winning model portfolio services used by financial advisers nationwide.
This role offers the opportunity to build hands‑on experience within a high‑performing Operations team at FE Investments, part of FE fundinfo. You will gain exposure to investment platforms, document production, and model portfolio processes while contributing to a business managing over £4bn in assets. Working closely with experienced colleagues, you’ll play an important role in ensuring products are available to clients, supporting rebalancing activity, and helping to improve operational efficiency in a growing investment environment.
Your key responsibilities as an Operations Administrator will include:
- Ensuring clients have access to FE Investments products across investment platforms.
- Managing FE Investments document production processes to support client investments into model portfolios.
- Assisting with rebalancing planning and model trading activities.
- Communicating with external investment platforms to support operational delivery.
- Contributing to ad hoc operations projects and developing efficiencies in operational processes.
- Adhering to all general security responsibilities as documented in the company security policy.
You will need the following experience and skills to join us as an Operations Administrator:
• You will have proficiency in MS Excel and confidence working with data.
• You will demonstrate strong analytical skills with high attention to detail and numerical accuracy.
• You will have excellent collaborative skills and a desire to develop within a fast‑improving investment business.
• You will bring clear and effective communication skills when working with internal and external stakeholders.
• You will be comfortable managing tasks accurately in a busy operational environment.
FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!
At FE fundinfo and FE Investments, we foster a collaborative and supportive work environment where teams work closely together to deliver high‑quality outcomes. This role is based in Woking and reports to the Deputy Operations Manager. We value teamwork, continuous improvement, and learning, and we support individuals who are keen to develop their skills within a growing investment business.
Benefits:
- 25 days of annual leave with the option to buy an extra 5 days each year.
- Benefit from enhanced paternity, maternity, and shared parental leave.
- Secure your future with our pension scheme.
- Advance your career with sponsored learning and development, including formal qualifications.
- Private medical insurance as employee wellbeing matters
- Stay fit with discounted gym memberships.
Top Skills
What We Do
FE fundinfo is a leading financial data company connecting asset managers to distributors in the UK, Europe and Asia Pacific.
Through our data and intelligence, we empower the investment management industry to drive asset growth, reduce operational costs and manage risk, reducing time to market via preferred distribution channels.
Our solutions help our customers manage risk, enhance operational efficiency and drive returns for their investors.
.png)
