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- Tasks: Oversee transaction reporting, perform reconciliations, and drive operational efficiency.
- Company: Established Wealth Management firm with a focus on risk management.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real impact in financial operations while enhancing your analytical skills.
- Qualifications: 2 years of experience in transaction or regulatory reporting, preferably in wealth management.
- Other info: Opportunity to work with large data sets and gain PowerBI skills.
The predicted salary is between 36000 - 60000 £ per year.
A well-established Wealth management firm.
The Transaction Reporting Analyst will have responsibility for Transaction Reporting oversight, and will report to the Operational Risk Manager. The Transaction Reporting Analyst will perform weekly and monthly reconciliations of Company trades against FCA reported transactions by referencing multiple data sources to identify errors or omissions. Perform qualitative and quantitative reconciliation validation checks and escalate issues identified.
The Transaction Reporting Analyst will maintain the shared Transaction Reporting issues and Actions Log and track actions through to resolution using Risk Event process. Own internal and external Transaction Reporting governance meetings. Produce Monthly MI pack for COO and governance committees using PowerBI application, to demonstrate volume and issue based metrics, tracked issues, and quantitative/qualitative reconciliation outcomes.
The Transaction Reporting Analyst will drive a continuous agenda of optimisation within the Transaction Reporting area, ensuring effective oversight of outsourced functions and ongoing regulatory compliance. The Transaction Reporting Analyst will assist the 1st line of defence with the identification and reporting of operating events to analyse where controls have failed and ensure actions are put in place to prevent recurrence. Monitor the timely escalation, quality and progress of all operating events and ensure data is maintained between the Operating Event Log and Risks Register.
The Transaction Reporting Analyst will assist the Wealth Management business with the timely identification and resolution of dealing errors to minimise market risk and reduce cost, ensuring mitigant actions are recorded and are sufficient to prevent recurrence. Log all dealing errors in the relevant log.
The Transaction Reporting Analyst will assist the Operational Risk Manager with the investigation of operational risk themes, trend analysis, and performing thematic risk reviews to drive operational efficiency and mitigate risk. Assist as required with end-to-end process reviews or the implementation of any proposed business changes. Champion the embedding of Risk policies and frameworks and a continuing culture of risk awareness with the wider business. Review, update and implement Standard Operating Procedures and present data at governance meetings when required.
The Candidate
At least 2 years’ Transaction Reporting / Regulatory Reporting industry experience, preferably in Wealth Management, Investment Management or Asset Management. Able to work with large data sets and experience with using PowerBI application preferable but training will be provided. The ability to work independently and to use initiative in owning, escalating and resolving issues.
Transaction Reporting Analyst , Operational Risk , Wealth Management in London employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transaction Reporting Analyst , Operational Risk , Wealth Management in London
✨Tip Number 1
Network like a pro! Reach out to people in the Wealth Management sector, especially those who work in Transaction Reporting. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of regulatory reporting and operational risk. We recommend practising common interview questions and scenarios related to the role to show you’re ready to tackle challenges head-on.
✨Tip Number 3
Showcase your skills with PowerBI! If you’ve got experience or even just a basic understanding, make sure to highlight it during interviews. We love seeing candidates who can demonstrate their ability to analyse data effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who want to make a difference in the Wealth Management space.
We think you need these skills to ace Transaction Reporting Analyst , Operational Risk , Wealth Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Transaction Reporting Analyst role. Highlight your experience in transaction reporting and any relevant skills, especially with PowerBI. We want to see how your background fits perfectly with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about operational risk and wealth management. Share specific examples of how you've tackled similar challenges in the past. We love a good story!
Showcase Your Analytical Skills: Since this role involves working with large data sets and performing reconciliations, make sure to showcase your analytical skills. Mention any tools or methods you've used to identify errors or improve processes. We’re all about optimisation here at StudySmarter!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re serious about joining our team. We can’t wait to hear from you!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Numbers
Make sure you brush up on your knowledge of transaction reporting and regulatory frameworks. Be prepared to discuss specific metrics and how you've used data in previous roles, especially if you've worked with large datasets or PowerBI.
✨Showcase Your Problem-Solving Skills
Think of examples where you've identified errors or inefficiencies in transaction reporting. Be ready to explain how you approached these issues, what actions you took, and the outcomes. This will demonstrate your ability to own and resolve problems effectively.
✨Understand the Risk Landscape
Familiarise yourself with operational risk management concepts. Be prepared to discuss how you've contributed to risk mitigation in past roles, and think about how you can champion a culture of risk awareness in the new position.
✨Prepare for Governance Discussions
Since you'll be owning governance meetings, it’s crucial to understand what makes an effective meeting. Think about how you would present data and track issues. Practise summarising complex information clearly and concisely, as this will be key in your role.
