Location: London, United Kingdom
Wellcome is a global charitable foundation that improves health for everyone by funding science, leading policy and advocacy campaigns, and building partnerships. It has 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.
The Investments Operations team ensures the smooth running of the investment process day-to-day and provides timely, accurate and consistent data to portfolio managers, analysts and key stakeholders. The team works closely with service providers, counterparties, systems vendors and internal parties, and is involved in continuous improvement initiatives to make the operating model more efficient and cost effective. Wellcome is looking for an Investment Data and Operations Analyst for a 12-month fixed term contract.
In this role you will maintain the data and operational processes that underpin Wellcome's investment activities, supporting the team's day-to-day requirements so that investment operations run effectively. Responsibilities include:
- 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.
Minimum criteria:
- Demonstrable experience in investment operations, asset management or wider financial services, with responsibility for operational processes, reconciliations and transaction management.
- Experience supporting investment portfolios across public and private markets, including 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.
You will be highly organised, analytical and collaborative, able to build relationships, manage competing priorities and contribute effectively within a small, high-performing team. Contract type: Fixed Term Contract, 12 months. Hybrid working: 3 days in the Euston Road office (Tuesday, Wednesday and Thursday), with the remaining 2 days remote or in the office.
Closing date: Sunday, 1 November 2026
HOW TO APPLY:
Submit an updated CV and answer 2 application questions demonstrating that you meet the minimum requirements for the role (evidence against the minimum criteria, up to 500 words; and up to two relevant initiatives or projects, up to 250 words each). Apply via the Wellcome Workday portal.
https://wellcome.wd3.myworkdayjobs.com/en-GB/Wellcome/job/London/Investment-Data---Operations-Analyst_R-003542/apply