Private Wealth Analyst – In-House Single Family Office of Hedge Fund

Do you want to move beyond fund administration, operations, treasury or investment administration into a role where you actually understand how capital is deployed?

Are you someone who naturally questions processes and looks for better ways of doing things?

Do you want exposure to a highly sophisticated private investment environment?

Our client is the Single Family Office of a hedge fund Principal, is seeking a Private Wealth Analyst to join their Jersey-based team. This role supports the operations of a significant single-family office portfolio alongside internal investment structures linked to senior investment professionals.

The Opportunity:

This is not a traditional operations role.
You will join a small, high-calibre team responsible for overseeing the movement, allocation, and reporting of capital across a complex and high-value investment ecosystem.
Working closely with senior stakeholders, you will play a key role in ensuring accuracy, control, and continuous improvement across portfolio operations.

The Role:

You will take ownership across a broad operational and analytical remit, including:
• Managing and optimising portfolio data, including transaction capture and allocation across multiple investment portfolios
• Preparing investor reporting and delivering insightful MI and analysis
• Supporting data analysis across complex corporate structures
• Ensuring consistency across all portfolio assets to ensure complete accuracy
• Overseeing treasury activity, ensuring efficient cash management and funding of transactions
• Liaising with brokers to support execution of liquid market transactions
• Acting as a key contact for internal stakeholders globally on portfolio-related queries
Alongside this, you will be expected to:
• Identify inefficiencies in current processes
• Improve how data is captured, analysed, and reported
• Bring a more intelligent, data-driven approach to portfolio operations

What Our Client Is Looking For:

This role is designed for someone early in their career who wants to step beyond process-driven work into a more dynamic, high-impact environment.
Core experience:
• 2–3 years within fund administration, operations, treasury, fund administration or portfolio support
• Strong exposure to portfolio data, allocations, or reconciliations
• Confidence working with large, complex datasets

Key attributes:
• Exceptional attention to detail — accuracy is critical
• Strong analytical capability with the ability to interpret financial data
• Proactive mindset — someone who improves processes rather than follows them
• Ability to communicate effectively across all levels, from operations teams to senior stakeholders
• Organised and capable of managing multiple priorities in a fast-paced environment

Why Join?

• Exposure to a highly sophisticated private wealth / family office environment
• Involvement in complex portfolio structures and capital allocation
• A lean, high-performance team with genuine responsibility from day one
• Opportunity to shape and improve processes, not just maintain them
• Clear progression into broader private wealth, investment operations, or family office roles

Interested?

If you’re currently in fund administration or operations and feel ready to step into something more analytical, more commercial, and more impactful — this is a rare opportunity to do so.