Interim Client Operations Oversight Analyst (12 month FTC)

About Jupiter

Jupiter is one of the UK’s leading investment management companies with just under 500 employees and £54 billion worth of assets under management (as at 31st December 2025). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. The company has experienced a period of international growth with offices in EMEA and APAC.

The majority of our employees are based in our London office, located minutes from Victoria station, with stair-free access from the Underground’s Victoria line and National Rail platforms, and limited road crossings to the Jupiter office. The London office is designed to encourage active, healthy living, featuring floor-to-ceiling windows, a private balcony, table tennis room, cycle storage, on-site shower and locker facilities. Green Park and St James’s Park are nearby for lunch breaks and informal meetings.

We offer UK employees a 3:2 hybrid working arrangement: Tuesdays, Thursdays and a third day of your choice in the office; the other two days may be worked from home. This arrangement facilitates collaboration and supports productivity and work-life balance.

Background

This role sits within the Client Operations Oversight Team, part of the wider Client Operations Team. You will be responsible for overseeing the performance of outsourced services and the direct performance of certain processes retained within Jupiter, while ensuring robust controls to support risk and regulatory obligations and to achieve commercial objectives.

This is a 12-month fixed-term contract to cover specific project work.

Key Responsibilities

• Complete control activities for Transfer Agency (TA) functions conducted in the UK, Ireland and Luxembourg, ensuring remedial action is taken where appropriate and oversight of suppliers is effective (including 1st line monitoring, ad-hoc reviews, analysis of breaches and complaints, etc.).
• Review and maintain procedures relevant to the processes undertaken in the team.
• Complete and coordinate resolution of internal error reporting, identifying process improvements where possible.
• Review TA referral KPIs to identify trends and areas for improvement.
• Manage Dormant Assets processes, ensuring contact with clients is maintained and efforts are made to repatriate accounts using available tools.
• Be involved with CASS activities and oversight for the TA function, reporting any concerns to the CASS Oversight Manager.
• Coordinate monthly operational service review meetings with TA providers, ensuring minutes are taken and actions are recorded and progressed.
• Maintain supplier issue logs and ensure timely resolution of all issues.
• Oversee the monthly TA-produced rebate accrual and payment files to ensure alignment with expectations.
• Handle internal and external rebate queries in a timely manner.

Desired Skills / Experience

• Proven experience in a financial services customer services administration role.
• Experience developing and managing relationships with internal contacts, external suppliers and clients.
• Experience working to tight and moving deadlines within a pressurized environment.
• Strong analytical skills.
• Ability to work as part of a team to meet common objectives.
• Good working knowledge of Transfer Agency (TA) systems.
• Good working knowledge of Unit Trust, ICVC and SICAV processes and regulatory environments.
• Working knowledge of both Onshore and Offshore investment products and regulatory environments, including CASS and AML/KYC.
• Ability to identify process and service improvements.
• Ability to investigate issues and proactively problem-solve.
• Strong written and verbal communication skills.
• Flexible, team-oriented approach to work.
• Intermediate proficiency in Word and Excel.
• Ability to manage expectations of others.

Additional Role Details

• This role is subject to the Conduct Rules set by the FCA.

Don’t meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace. If you’re interested in this role but don’t think your experience aligns perfectly with every listed requirement, we encourage you to apply. You may be the right person for this role.