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- Tasks: Support global due diligence efforts and collaborate with various teams.
- Company: Join a prestigious global investment firm in their Private Wealth division.
- Benefits: Gain exposure to diverse asset classes and work in a dynamic environment.
- Why this job: Perfect for detail-oriented individuals eager to learn and grow in finance.
- Qualifications: Bachelor's degree and 3-4 years of relevant experience required.
- Other info: Opportunity to contribute to strategic projects and develop machine-learning tools.
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 case studies to showcase your ability to produce high-quality work, which can be a great talking point in interviews.
✨Tip Number 4
Demonstrate your proficiency in data management tools like Power BI or Tableau by working on personal projects or online courses. Being able to discuss your hands-on experience with these tools can set you apart from other candidates.
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 your analytical approach. Share specific examples of how you've successfully managed data or conducted thorough analyses in previous roles.
✨Demonstrate Attention to Detail
This position requires a keen eye for detail, especially when drafting responses to DDQs and RFPs. Bring along samples of your work that highlight your writing and editing skills, and be ready to explain your process for ensuring accuracy and clarity.
✨Familiarise Yourself with Cross-Functional Collaboration
Since the role involves working with various departments, think of instances where you've collaborated with different teams. Be ready to discuss how you gathered and verified information from diverse sources to achieve a common goal.
✨Prepare for Technical Questions
With the emphasis on machine-learning tools and data analysis, brush up on relevant technologies like Power BI or Tableau. Be prepared to discuss any experience you have with these tools and how they can enhance the due diligence process.
