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- Tasks: Support global due diligence efforts and manage data integrity across various investment strategies.
- Company: Join a prestigious global investment firm with a strong reputation in private wealth management.
- Benefits: Enjoy opportunities for professional growth, collaboration, and exposure to diverse asset classes.
- Why this job: Be part of a dynamic team, contribute to strategic projects, and enhance your analytical skills.
- Qualifications: Bachelor's degree in Finance or related field; 3-4 years in financial services required.
- Other info: Ideal for detail-oriented individuals passionate about learning and continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
Selby Jennings is proud to partner with a prestigious global investment firm seeking a Senior Analyst/Associate to join its Private Wealth division. This is an exciting opportunity for a detail-oriented and analytically driven professional to support global due diligence efforts across a diverse suite of alternative investment strategies.
The successful candidate will play a key role in preparing high-quality due diligence materials, managing data integrity, and collaborating with internal stakeholders across multiple departments. This role offers exposure to a wide range of asset classes including private equity, real estate, infrastructure, and private credit.
Key Responsibilities:- Draft and edit responses to DDQs, RFPs, and other client inquiries with a focus on accuracy, consistency, and clarity.
- Collaborate with cross-functional teams (research, legal, compliance, finance, HR, and business development) to gather and verify information.
- Maintain and update a centralised content database to ensure timely and accurate responses.
- Support the development of machine-learning tools aimed at automating initial questionnaire responses.
- Respond to ad hoc data and performance analysis requests from platform partners.
- Ensure all external communications meet high standards of quality and compliance.
- Act as a key liaison for internal business development teams, particularly across the European region.
- Contribute to broader strategic projects and initiatives within the Private Wealth team.
- Bachelor's degree in Finance, Business, Economics, or a related field.
- 3-4 years of experience in financial services, ideally within private markets or investment management.
- At least 2 years of experience handling RFPs and due diligence questionnaires.
- Strong writing, editing, and proofreading skills with a keen eye for detail.
- Proficiency in Microsoft Office Suite; experience with Power BI or Tableau is a plus.
- Excellent interpersonal and project management skills.
- Ability to manage multiple priorities and meet tight deadlines.
- A proactive, team-oriented mindset with a passion for learning and continuous improvement.
Private Wealth Client Services - Senior Analyst/Associate employer: Selby Jennings
Contact Detail:
Selby Jennings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Client Services - Senior Analyst/Associate
✨Tip Number 1
Familiarise yourself with the specific asset classes mentioned in the job description, such as private equity and real estate. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals already working in private wealth management or similar roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Brush up on your skills related to drafting and editing due diligence materials. Consider creating sample documents or participating in mock exercises to showcase your proficiency in this area during interviews.
✨Tip Number 4
Highlight any experience you have with data analysis tools like Power BI or Tableau. If you don’t have direct experience, consider taking a short course to familiarise yourself with these tools, as they are increasingly important in the role.
We think you need these skills to ace Private Wealth Client Services - Senior Analyst/Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in private markets or investment management. Emphasise your skills in handling RFPs and due diligence questionnaires, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical skills and attention to detail. Mention specific experiences where you collaborated with cross-functional teams and how you contributed to high-quality due diligence materials.
Highlight Technical Skills: In your application, be sure to mention your proficiency in Microsoft Office Suite and any experience with data visualisation tools like Power BI or Tableau. This will demonstrate your capability to manage data integrity and support machine-learning tool development.
Proofread Your Application: Before submitting, thoroughly proofread your application to ensure there are no errors. Given the emphasis on accuracy and clarity in the job description, a polished application will reflect your attention to detail.
How to prepare for a job interview at Selby Jennings
✨Showcase Your Analytical Skills
Given the role's focus on due diligence and data integrity, be prepared to discuss specific examples of how you've successfully analysed complex data sets or contributed to financial projects. Highlight your attention to detail and analytical mindset.
✨Demonstrate Cross-Functional Collaboration
This position requires collaboration with various departments. Share experiences where you've worked with teams from different functions, emphasising your communication skills and ability to gather and verify information effectively.
✨Prepare for Technical Questions
Expect questions related to RFPs, DDQs, and alternative investment strategies. Brush up on your knowledge in these areas and be ready to explain your approach to drafting and editing responses, ensuring clarity and accuracy.
✨Exhibit a Proactive Mindset
The job description mentions a proactive, team-oriented mindset. Be ready to discuss instances where you've taken initiative in past roles, whether it was improving processes or supporting strategic projects, to demonstrate your commitment to continuous improvement.
