Middle Office Operations & Technology Analyst

We are supporting a well-established, single-family office based in Kensington with the hire of a Middle Office Operations & Technology Analyst. This is a unique, hybrid role offering meaningful exposure across investment operations, reporting, and in-house technology development.

The position is intentionally phased. Initially, the role will be technology-led, focusing on automation, data, and reporting infrastructure. Over time, it will transition into a broader middle office operations role, supporting the day-to-day running of a buy-side investment platform.

Role Overview

• Initial focus: 70% technology / 30% operations
• Longer-term: 70% operations / 30% technology
• Acting as a key bridge between the investment team and internal systems
• Working closely with non-technical stakeholders to improve reporting, controls, and processes
• Opportunity to help shape and build out a growing middle office function

Key Responsibilities:

Technology & Reporting (initial primary focus)

• Writing and maintaining Python scripts to automate and simplify internal reporting
• Maintaining and enhancing existing reporting workflows across public and private assets
• Querying internal databases using SQL to support:
• Daily data uploads
• Liquidity and portfolio reporting
• Security and instrument data maintenance
• Data quality and “health check” monitoring
• Ad hoc analysis for investment and committee materials
• Developing and maintaining self-contained reporting solutions using JavaScript (with HTML/CSS and some exposure to GraphQL)
• Supporting performance, ownership, and group-level reporting initiatives
• Building templates and tools to facilitate clean data ingestion from third-party sources
• Maintaining and enhancing Excel-based solutions, including macro-heavy spreadsheets (VBA) and advanced formulas

Middle Office Operations (growing focus over time)

• Supporting day-to-day middle office activities within a buy-side environment
• Assisting with trade lifecycle support, reconciliations, and data oversight
• Supporting portfolio monitoring, investment reporting, and risk oversight
• Helping design, document, and improve investment operations processes
• Acting as a generalist resource to the investment team across operational and reporting needs

Candidate Profile

• Experience within buy-side investment management, asset management, or a family office environment
• Strong technical capability, particularly in Python and SQL
• Comfortable working as a sole developer / technical resource, with autonomy and ownership
• Able to translate requirements from non-technical stakeholders into practical solutions
• Solid understanding (or strong interest in developing understanding) of middle office and investment operations
• Strong Excel skills, including VBA and advanced formulas
• Curious, pragmatic, and willing to get involved across a wide and evolving remit