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- Tasks: Manage governance data and support investment structures daily.
- Company: Join a fast-growing investment services firm in Private Markets.
- Benefits: Enjoy opportunities for remote work and professional development perks.
- Why this job: Be part of a dynamic team focused on process improvement and automation.
- Qualifications: Proficiency in Excel, attention to detail, and familiarity with investment environments required.
- Other info: Ideal for those looking to grow in a collaborative and innovative setting.
The predicted salary is between 36000 - 60000 £ per year.
THE COMPANY: We are working with a rapidly growing investment services firm, who primarily operate within Private Markets. This role supports data operations and oversight of governance activity across multi-jurisdictional investment structures.
THE RESPONSIBILITIES:
- Capture, maintain, and report governance data related to investment structures and portfolio entities.
- Work with internal stakeholders and third parties to track officer appointments, structure changes, and fund flows.
- Maintain and update legal structure charts and submit for timely review and approval.
- Track critical reporting and compliance dates; respond to governance and event documentation.
- Fulfil service requests from cross-functional stakeholders (Deal Teams, Compliance, Tax, Corporate Admin).
- Support and contribute to a live process improvement program, with automation and workflow enhancements (e.g., ServiceNow implementation).
- Maintain and reconcile records related to investment positions, capital allocations, and structural changes.
- Escalate constraints, unclear client requests, and resourcing issues appropriately to protect quality and delivery timelines.
EXPERIENCE REQUIRED:
- Strong proficiency in Microsoft Excel and Microsoft Office Suite
- Exceptional attention to detail and structured thinking
- Experience with data reconciliation and balance sheet understanding
- Familiarity with platforms such as eFront, Investran, or similar
- Exposure to Private Equity, Fund Administration, or M&A/Corporate Law Environments
Investment Governance Reconciliations Analyst employer: Saxton Leigh
Contact Detail:
Saxton Leigh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Governance Reconciliations Analyst
✨Tip Number 1
Familiarise yourself with the specific tools mentioned in the job description, like eFront and Investran. Having a solid understanding of these platforms will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Brush up on your data reconciliation skills, as this role heavily relies on maintaining accurate records. Consider doing some practice exercises or online courses that focus on data management and balance sheet analysis to enhance your expertise.
✨Tip Number 3
Network with professionals in the investment services sector, especially those who work in Private Equity or Fund Administration. Engaging with industry insiders can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 4
Prepare to discuss your experience with process improvement and automation during the interview. Think of examples where you've contributed to workflow enhancements, as this aligns well with the responsibilities of the role.
We think you need these skills to ace Investment Governance Reconciliations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the Investment Governance Reconciliations Analyst role. Emphasise your proficiency in Microsoft Excel and any experience with data reconciliation.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the job description. Mention your familiarity with private equity and fund administration, and how your structured thinking and attention to detail make you a great fit for the role.
Highlight Relevant Experience: In your application, clearly outline any previous roles or projects where you managed governance data or worked with cross-functional teams. This will demonstrate your capability to fulfil service requests and support process improvements.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A well-presented application reflects your attention to detail, which is crucial for this position.
How to prepare for a job interview at Saxton Leigh
✨Showcase Your Excel Skills
Since strong proficiency in Microsoft Excel is crucial for this role, be prepared to discuss your experience with Excel. Highlight specific functions or tools you've used, such as pivot tables or VLOOKUP, and consider bringing examples of how you've used these skills in previous roles.
✨Demonstrate Attention to Detail
This position requires exceptional attention to detail. During the interview, provide examples of how you've ensured accuracy in your work, especially in data reconciliation or reporting tasks. Mention any processes you’ve implemented to minimise errors.
✨Understand the Investment Landscape
Familiarity with Private Equity, Fund Administration, or M&A/Corporate Law environments is essential. Research these areas and be ready to discuss how your background aligns with the company's focus. This will show your genuine interest in the role and the industry.
✨Prepare for Process Improvement Discussions
The role involves contributing to process improvement initiatives. Think about past experiences where you've identified inefficiencies and proposed solutions. Be ready to discuss how you can support automation and workflow enhancements, particularly with tools like ServiceNow.
