SALARY: 42-48K
The Company
A highly regarded and successful Investment Management Company.
The Role
THIS ROLE IS A 12 MONTH FTC
The successful candidate must be a self-starter with a passion for Client Data working to a high standard showing initiative and drive, providing day to day Data across the Wealth Management Firm.
The Client Data Analyst role will be focused on Client Onboarding / Client Account Opening and working with Client Fees.
The role will be focused on Client data and sits within the Client Services department. This includes static data entry, data amendments, monitoring data quality, managing and maintaining data vendor relationships, and responsible for new data requirements ensuring appropriate governance and standards are applied from the outset. The long-term aim of the role will be to develop and apply a broad
The Client Data Analyst will accurately input and maintain reference data in the Wealth Management Firms system.
The Client Data Analyst will implement and perform Data quality check processes to mitigate risk and investigate data discrepancies – Client KYC and Due Diligence Data.
The Data Analyst, when necessary, will liaise with internal colleagues and external vendors ensuring a high level of accuracy at all times.
The Candidate
Investment Management / Wealth Management industry knowledge/experience.
Some Experience with Client Operations Data, Client fees, Client Account Opening, Client Onboarding.
An understanding of KYC and Client Diligence.
Strong analytical skills with the ability to collect, organise and analyse and disseminate significant amounts of information accurately.
Competent in all MS Office products – especially Excel
A team player
Excellent organisational skills, capable of organizing own workload
