Investment Data & Operations Analyst, Wellcome
12 month FTC
3+ days a week in office (Euston Road, London)
Global charitable foundation for science research
Be an early applicant
Global charitable foundation for science research
1001+ employees
Be an early applicant
3+ days a week in office (Euston Road, London)
1001+ employees
Company mission
Wellcome's mission is to support science to solve the urgent health challenges facing everyone.
Role
Who you are
- We are looking for an Investment Data and Operations Analyst to join our team for a 12months fixed term contract
- This could be a great opportunity if you have experience in investment operations within an investment management or financial services environment, and enjoy working with investment data, reporting and operational processes across a range of asset classes
- You'll thrive in this role if you're highly organised, analytical and collaborative, with the ability to build relationships, manage competing priorities and contribute effectively within a small, high-performing team
- Demonstrable experience of working in an investment operations, asset management or wider financial services environment, with responsibility for operational processes, reconciliations and transaction management
- Experience supporting investment portfolios across public and private markets, including areas such as cash management, valuations, fund operations, trade processing or custody activities
- Experience producing, managing or analysing investment data and reporting, including the use of systems and tools to support portfolio oversight and decision-making
- Experience working with external service providers, custodians, fund administrators or other third-party partners to deliver operational, reporting or governance requirements
What the job involves
- Contract type: Fixed Term Contract – Duration: 12 months
- The Investments Operations team is responsible for ensuring the smooth running of the investment process day-to-day and for the provision and management of timely, accurate and consistent data to portfolio managers, analysts and key stakeholders alike
- To achieve these goals, the team works closely with service providers, counterparties, systems vendors and key internal parties and carries out a number of critical tasks on a regular and ad hoc basis
- Additionally, the team is involved in several continuous improvement initiatives aimed at making our operating model more efficient and cost effective, to deliver value to the Trust and to therefore support the overall mission
- You will play an important role in maintaining the data and operational processes that underpin Wellcome’s investment activities
- By supporting the team’s day-to-day requirements, you will help ensure investment operations run effectively and support the delivery of the team’s wider objectives
- You'll oversee a broad range of investment operations, reporting and governance activities, working with internal colleagues and external partners to ensure Wellcome's portfolio is accurately managed, monitored and reported
- Overseeing day-to-day investment operations and reconciliations, ensuring processes are completed accurately and efficiently
- Managing operational activities across Wellcome's investment portfolio, working closely with external providers and internal stakeholders
- Monitoring and reconciling investment cash flows, valuations and portfolio activity to maintain accurate records and effective funding of investment activity
- Building and maintaining relationships with custodians, brokers and fund administrators to resolve issues and enhance operational effectiveness
- Coordinating regulatory, compliance and governance activities to ensure Wellcome meets its reporting obligations
- Producing and enhancing investment reports, dashboards and data insights that support decision-making and continuous improvement across the investment team
Application process
- Closing date: Sunday, 1 November 2026
- Interview dates: 1st stage (From 06/11) Online/Remote
- 2nd stage: face to face
- 3rd stage (Face to Face)
- To apply for this role please submit an updated CV and answer 2 application questions to demonstrate that you meet the minimum requirements for the role
- Applications Questions:
- Using examples please provide evidence to demonstrate that you meet the minimum criteria for this role as outlined in the job description? (Up to 500 words)
- Using short summaries please provide specific details of up to two different initiatives or projects you have been directly involved in that are relevant to this role. For each initiative or project please use up to 250 words to describe your role (e.g. team leader, team member), the purpose of the activity (i.e. its aims), and the major contributions you personally made
Salary benchmarks
Our take
The Wellcome Trust was originally founded in 1936 to fund medical research and has since grown into the UK’s largest private scientific research fund, and one of the wealthiest charities in the world. Disbursing over £1 billion in funds a year, it has provided funding to numerous medical research projects in its focus areas of mental health, climate & health and infectious diseases. These include the Cancer Genome Project and the Ebola Emergency Initiative.
Wellcome's 2022 decision to divest itself of its shares in fossil fuels has also relieved it of a persistent source of controversy, as this was potentially hindering the credibility of its climate change research. Wellcome has since partnered with the World Economic Forum to collect data on how climate change is affecting health worldwide.
The company is also moving to adjust to a more global role. The majority of its funding has historically been allocated to UK firms, but as climate change and infectious diseases know no borders, neither does research into solutions to these problems. In 2019, it established an office in Berlin to strengthen its scientific links in the EU and to allow it to more easily fund important research outside of the UK.
Steph
Company Specialist at Welcome to the Jungle
Insights
6% employee growth in 12 months
Company
Company benefits
- Holiday – 25 days’ holiday a year plus bank holidays (and we usually close between Christmas and New Year)
- Pension (defined contribution plan) – you contribute at least 3% and we pay in 15% of your salary
- Income protection – to maintain your income if you have a prolonged illness or disability
- Life assurance – four to six times your basic salary if you’re a member of our pension plan
- Interest-free travel season ticket loan
- Private medical insurance – we pay the cover, you pay the tax (and you can pay to add dependants)
- Gym and fitness classes – free membership to on-site gym and subsidised fitness classes and treatments
- Employee assistance programme – free, independent 24/7 help and advice for work-related issues as well as problems affecting your home life
- Mental health support – our network of mental health first aiders can be a first point of contact, or help while you're receiving professional help
- Health assessments (free and voluntary) – after you’ve been here for one year, then every two years after that
- Occupational health – annual eye tests and flu jabs, as well as job-related vaccinations
- Flexible working – we make every effort to support flexible working, including flexible working hours and remote working (we respect people's different working preferences and the need for a healthy work-life balance)
- Flexi-leave scheme – you can buy or sell up to five days of your holiday entitlement a year
- Staff social club – a range of sports teams and fun events throughout the year
- Volunteering – we give you up to four days' paid leave a year to contribute to our local community
- Give As You Earn – allows you to make tax-free donations to the charities you care about
- Cycle-to-work scheme – we offer at least 25% discount on bikes and cycling equipment and we have secure cycle storage, lockers and showers
- Subsidised restaurant and cafe
- Wellcome Collection discounts – 20% off food, drink and gifts from our cafe, restaurant and shop
- Discounts through Perkbox – shopping, restaurants, cinema tickets, phone insurance and gift cards
Company HQ
London, UK
Leadership
Jeremy Farrar
(Director)Has been Director of the Wellcome Trust since 2013. Before that was Director of Oxford Clinical Research Unit, working on research and clinical trials for diseases in Vietnam.
Share this job
View 2 more jobs at Wellcome