Investment Data & Operations Analyst

Closing date:  Sunday, 1 November 2026

Contract type: Fixed Term Contract – Duration: 12 months

Interview dates: 1st stage (From 06/11) online/Remote; 2nd stage: face to face ; 3rd stage (Face to Face)

The Wellcome Trust is a global charitable foundation. We improve health for everyone by funding science, leading policy and advocacy campaigns, and building partnerships. 

We committed to spend £16bn in the ten years to 2032, funding new discoveries in life, health, and wellbeing, and taking on three global health challenges: mental health, infectious disease and climate and health.

These challenges need the bold science we support, but they won’t be solved by science alone.

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.

We are looking for an Investment Data and Operations Analyst to join our team for a 12months fixed term contract

Where in Wellcome will I be working? 

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.

What will I be doing? 

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.

Is this job for me?

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.

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.

Minimum Criteria: 

• 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.

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.

You can view the full job description on our website

You can read more about the benefits we offer our employees on our website  

Our Hybrid Way of Working 

We understand that our colleagues have commitments and personal interests outside of work and we strive to build a flexible working environment, in which people can perform at their best.

At Wellcome we have a hybrid way of working which is 3 days in our Euston Road offices (Tuesday, Wednesday and Thursday) with the remaining 2 days working either remotely or in the office.

Diversity and Inclusion is at the heart of everything we do 

Diversity and Inclusion is a priority at Wellcome. We are committed to cultivating a fair and inclusive environment, where everyone can be themselves and thrive. We are happy to discuss flexible working options for all roles. We work to ensure that our recruitment processes are as inclusive as possible to everyone. This includes making adjustments for people who have a disability or long-term condition. Please visit our website for more information on adjustments and accessibility, or contact us at [email protected]. 

Upon a conditional offer being made, the successful applicant for this position will be required to undertake a Basic Disclosure and Barring Service (or equivalent) criminal record check to disclose any ‘unspent’ criminal convictions or conditional cautions under the Rehabilitation of Offenders Act 1974. The criminal record check with not show anything that is ‘spent’.

For further guidance on disclosure of criminal records please see this UK Government Guidance. You can view our Policy Statement on the Recruitment of Ex-offenders here. You can view our Privacy Statement here.

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