Wealth Management Transaction Reporting & Risk Analyst
Wealth Management Transaction Reporting & Risk Analyst

Wealth Management Transaction Reporting & Risk Analyst

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Oversee transaction reporting, perform reconciliations, and maintain governance in Wealth Management.
  • Company: Established Wealth Management firm located in Greater London.
  • Benefits: Competitive salary, professional development, and a dynamic work environment.
  • Why this job: Join a reputable firm and enhance your skills in regulatory reporting.
  • Qualifications: 2+ years in regulatory reporting, preferably in Wealth Management; PowerBI skills are a plus.
  • Other info: Opportunity to drive operational efficiency and resolve complex issues.

The predicted salary is between 43200 - 72000 £ per year.

A well-established Wealth management firm in Greater London is seeking a Transaction Reporting Analyst. This role involves overseeing transaction reporting, performing reconciliations, and maintaining governance.

The ideal candidate will have at least 2 years of experience in the regulatory reporting sector, preferably within Wealth Management. Proficiency in managing large datasets with PowerBI is advantageous.

The position demands initiative in resolving issues and driving operational efficiency across reporting functions.

Wealth Management Transaction Reporting & Risk Analyst employer: JJ SEARCH LIMITED

Join a prestigious Wealth Management firm in Greater London, where we prioritise employee development and foster a collaborative work culture. Our commitment to operational excellence is matched by our dedication to your growth, offering tailored training programmes and opportunities for advancement. Enjoy a competitive benefits package and the unique advantage of working in a vibrant city that thrives on innovation and financial expertise.
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Contact Detail:

JJ SEARCH LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Management Transaction Reporting & Risk Analyst

✨Tip Number 1

Network like a pro! Reach out to professionals in the Wealth Management sector on LinkedIn. A friendly message can go a long way in getting your foot in the door.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of transaction reporting and regulatory frameworks. We recommend practising common interview questions related to risk analysis and governance.

✨Tip Number 3

Showcase your skills with PowerBI! If you’ve got experience managing large datasets, create a portfolio or a project that highlights your analytical abilities. This will impress potential employers.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to stay updated on new roles.

We think you need these skills to ace Wealth Management Transaction Reporting & Risk Analyst

Transaction Reporting
Regulatory Reporting
Wealth Management
Reconciliation
Governance
Data Management
PowerBI
Operational Efficiency
Problem-Solving Skills
Initiative
Analytical Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in regulatory reporting, especially within Wealth Management. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!

Showcase Your Data Skills: Since managing large datasets is key for this role, let us know about your proficiency with PowerBI. Include specific examples of how you've used it to drive insights or improve processes in your previous roles.

Be Proactive in Your Cover Letter: Use your cover letter to demonstrate your initiative and problem-solving skills. We love candidates who can think on their feet, so share a story where you resolved an issue or improved operational efficiency in your past work.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!

How to prepare for a job interview at JJ SEARCH LIMITED

✨Know Your Regulatory Stuff

Make sure you brush up on the latest regulations in the wealth management sector. Being able to discuss specific regulations and how they impact transaction reporting will show that you're not just familiar with the basics, but that you’re genuinely engaged with the industry.

✨Show Off Your Data Skills

Since managing large datasets with PowerBI is a key part of the role, be prepared to talk about your experience with data analysis. Bring examples of how you've used PowerBI to drive insights or improve reporting processes in your previous roles.

✨Demonstrate Initiative

This position requires someone who can take charge and resolve issues proactively. Think of specific instances where you identified a problem in reporting and took the initiative to fix it. This will highlight your problem-solving skills and your ability to drive operational efficiency.

✨Prepare Questions About Governance

Governance is a crucial aspect of this role, so come prepared with insightful questions about their governance framework. This shows that you’re thinking critically about how you can contribute to their processes and that you understand the importance of compliance in wealth management.

Wealth Management Transaction Reporting & Risk Analyst
JJ SEARCH LIMITED

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