At a Glance
- Tasks: Manage governance data and support investment structures with a focus on compliance and reporting.
- Company: Join a fast-growing investment services firm specialising in Private Markets.
- Benefits: Enjoy opportunities for process improvement and automation, plus a collaborative work environment.
- Why this job: Be part of a dynamic team that values innovation and offers real impact in investment governance.
- Qualifications: Proficiency in Excel, attention to detail, and familiarity with investment platforms are essential.
- Other info: Ideal for those looking to grow in finance and investment sectors.
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 investment structures and governance frameworks relevant to private markets. Understanding these concepts will help you engage in meaningful conversations during interviews and demonstrate your knowledge of the industry.
✨Tip Number 2
Network with professionals in the investment services sector, especially those who work in governance or compliance roles. Attend industry events or join online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Brush up on your Excel skills, particularly in data reconciliation and reporting functions. Being able to showcase your proficiency in Excel during practical assessments or discussions can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience with process improvement initiatives. Be ready to share examples of how you've contributed to workflow enhancements or automation projects in previous roles, as this aligns closely with the responsibilities of the position.
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 Compelling Cover Letter: Write a cover letter that showcases your understanding of the investment services industry, particularly in Private Markets. Mention specific experiences that demonstrate your attention to detail and structured thinking.
Highlight Relevant Experience: In your application, clearly outline any previous roles or projects where you managed governance data, tracked compliance dates, or worked with cross-functional teams. This will show your capability to fulfil the responsibilities outlined in the job description.
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 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 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, particularly in data reconciliation or reporting tasks. Mention any processes you’ve implemented to minimise errors.
✨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 on these tools and be ready to discuss how you would approach learning new software quickly, as this will show your adaptability.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities, especially regarding governance and compliance issues. Think of scenarios where you had to escalate issues or manage conflicting priorities, and be ready to explain your thought process and the outcomes.