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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 flexible working options and a dynamic work environment.
- Why this job: Be part of a process improvement journey with real impact on operations.
- Qualifications: Excel proficiency and attention to detail are key; experience in finance is a plus.
- Other info: Opportunity to work with cross-functional teams and enhance your skills.
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
Reconciliations Analyst employer: Saxton Leigh
Contact Detail:
Saxton Leigh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 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 can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 2
Brush up on your data reconciliation skills. Since this role involves maintaining and reconciling records, being able to demonstrate your proficiency in this area during interviews will be crucial. Consider preparing examples of past experiences where you've successfully managed similar tasks.
✨Tip Number 3
Network with professionals in the investment services sector, especially those who work in Private Equity or Fund Administration. Engaging with industry contacts can provide valuable insights and potentially lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 4
Prepare to discuss process improvement initiatives you've been involved in. This role emphasises contributions to live process improvement programs, so having concrete examples of how you've implemented automation or workflow enhancements will demonstrate your proactive approach and problem-solving skills.
We think you need these skills to ace 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 a Reconciliations Analyst. Emphasise your proficiency in Microsoft Excel and any experience you have with data reconciliation.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the job description. Mention your attention to detail, structured thinking, and any familiarity with platforms like eFront or Investran. Show how your background makes you a great fit for the role.
Highlight Relevant Experience: In your application, focus on any previous roles or projects that involved governance data, compliance tracking, or service requests. Use specific examples to demonstrate your capabilities in these areas.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
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 advanced Excel functions. Consider bringing examples of how you've used Excel for data reconciliation or reporting in previous roles.
✨Demonstrate Attention to Detail
This position requires exceptional attention to detail. During the interview, highlight specific instances where your meticulous nature has positively impacted a project or task. This will show that you understand the importance of accuracy in governance data.
✨Familiarise Yourself with Relevant Platforms
If you have experience with platforms like eFront or Investran, make sure to mention it. If not, do some research beforehand and be ready to discuss how you would quickly adapt to using these tools in the role.
✨Prepare for Process Improvement Discussions
The company values process improvement and automation. Think about any past experiences where you've contributed to workflow enhancements or implemented new systems. Be ready to share your ideas on how you could support their live process improvement programme.
