Custody Reconciliations Analyst - Wealth Operations
Custody Reconciliations Analyst - Wealth Operations

Custody Reconciliations Analyst - Wealth Operations

Full-Time 30000 - 40000 £ / year (est.) No home office possible
LGT Group

At a Glance

  • Tasks: Ensure timely cash and asset reconciliations while producing key control reports.
  • Company: Join LGT Group, a leading wealth management enterprise in Edinburgh.
  • Benefits: Gain valuable experience in finance with a focus on integrity and transparency.
  • Other info: Opportunity to grow in a dynamic and supportive environment.
  • Why this job: Make a real impact in wealth operations and collaborate with diverse stakeholders.
  • Qualifications: Degree in finance or accounting, wealth management experience, and strong Excel skills.

The predicted salary is between 30000 - 40000 £ per year.

LGT Group is seeking a Reconciliations & Custody Control Analyst for its Edinburgh office. The role involves ensuring the timely completion of cash and asset reconciliations, producing key control reporting, and collaborating with multiple stakeholders.

Ideal candidates will have:

  • a degree in finance or accounting
  • wealth management experience
  • strong Excel skills
  • a deep understanding of CASS procedures

This position offers a chance to contribute to a leading wealth management enterprise that values integrity and transparency.

Custody Reconciliations Analyst - Wealth Operations employer: LGT Group

LGT Group is an exceptional employer that fosters a collaborative and transparent work culture in its Edinburgh office, where employees are encouraged to grow and develop their skills in wealth management. With a strong emphasis on integrity, the company offers competitive benefits and opportunities for professional advancement, making it an ideal place for those seeking meaningful and rewarding careers in finance.
LGT Group

Contact Detail:

LGT Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Custody Reconciliations Analyst - Wealth Operations

✨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 CASS procedures and Excel skills. We recommend practising common interview questions related to reconciliations and custody control to show you mean business.

✨Tip Number 3

Don’t just apply anywhere; focus on companies that align with your values. LGT Group values integrity and transparency, so highlight how you embody these traits in your conversations.

✨Tip Number 4

Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team.

We think you need these skills to ace Custody Reconciliations Analyst - Wealth Operations

Cash Reconciliations
Asset Reconciliations
Control Reporting
Stakeholder Collaboration
Finance Degree
Accounting Degree
Wealth Management Experience
Excel Skills
CASS Procedures
Attention to Detail
Analytical Skills
Integrity
Transparency

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your finance or accounting degree and any relevant wealth management experience. We want to see how your skills align with the role, so don’t be shy about showcasing your strong Excel skills and understanding of CASS procedures!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Custody Reconciliations Analyst position and how you can contribute to our team. Remember, we value integrity and transparency, so let that reflect in your writing.

Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially when it comes to key control reporting and collaborating with stakeholders. Make it easy for us to see your potential!

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 you’re keen on joining our team at LGT Group!

How to prepare for a job interview at LGT Group

✨Know Your Numbers

Brush up on your finance and accounting knowledge, especially around cash and asset reconciliations. Be prepared to discuss specific examples from your past experience where you successfully managed these processes.

✨Excel Like a Pro

Since strong Excel skills are crucial for this role, make sure you can confidently talk about your proficiency. Consider preparing a few examples of how you've used Excel in previous roles, such as creating complex spreadsheets or automating reports.

✨Understand CASS Procedures

Familiarise yourself with the Client Assets Sourcebook (CASS) regulations. Be ready to explain how these procedures impact reconciliations and custody controls, showcasing your understanding of compliance in wealth management.

✨Stakeholder Collaboration

This role involves working with multiple stakeholders, so think of examples that demonstrate your collaboration skills. Prepare to discuss how you've effectively communicated and worked with different teams to achieve common goals.

Custody Reconciliations Analyst - Wealth Operations
LGT Group

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