At a Glance
- Tasks: Support payment processing, client reconciliations, and data analysis in a dynamic finance team.
- Company: Join a growing investment management firm with over £3 billion under management.
- Benefits: Enjoy a competitive salary, hybrid work options, and a supportive team culture.
- Why this job: Be part of an inclusive workplace that values your contributions and offers growth opportunities.
- Qualifications: Minimum 2 years in financial services, strong Excel skills, and immediate availability required.
- Other info: We encourage applications from under-represented groups and are committed to inclusivity.
The predicted salary is between 36000 - 60000 £ per year.
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Trace – Expert Accountancy Recruitment provided pay range
This range is provided by Trace – Expert Accountancy Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Payment Analyst | Investment Management Firm | £45-£50,000 | 10 month FTC | London and Hybrid
A growing investment management firm is looking for a Payment Analyst to join their Client Operations & Finance team on a 10m FTC. They have over £3 billion under management with a diverse range of investment strategies over various sectors, including VC, Private Credit, Energy, and Social Housing.
Your role will be supporting the wider team and will be tasked with payment processing, client reconciliations/onboarding, and other tasks as required. You will be results-oriented and proactive with an exceptional attention to detail.
Your Role:
- Overseeing the transaction reporting, reconciliations, investments and monitoring; ensuring accuracy and compliance with regulatory standards.
- Assisting with process optimisations through identifying inefficiencies with the payments and transactions processes, and implementing solutions and streamlining processes.
- Supporting the onboarding and offboarding process of clients.
- Performing complex data analysis to generate insights and making data-driven recommendations.
- Supporting the wider Clients Operations team with ad-hoc tasks.
About you:
- Minimum of 2 years of experience in a similar role within Financial Services
- Strong Excel and interpersonal skills
- Be able to start immediately
If you have relevant experience, fit the above criteria, and are looking for an exciting, rewarding, and challenging new role, please apply today.
We will be reviewing CVs throughout the process so please apply as soon as you can.
We are committed to ensuring the entire process is inclusive and accessible for all candidates who fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage.
At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Contract
Job function
-
Job function
Finance, Analyst, and Accounting/Auditing
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Industries
Investment Management, Venture Capital and Private Equity Principals, and Financial Services
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Payment Analyst employer: Trace – Expert Accountancy Recruitment
Contact Detail:
Trace – Expert Accountancy Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Payment Analyst
✨Tip Number 1
Familiarise yourself with the specific payment processing systems and software commonly used in investment management. This knowledge will not only help you stand out during interviews but also demonstrate your proactive approach to understanding the role.
✨Tip Number 2
Network with professionals in the finance and investment sectors, especially those who work in client operations or payment analysis. Engaging with them on platforms like LinkedIn can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with data analysis and how you've used it to drive improvements in previous roles. Be ready to share specific examples that highlight your attention to detail and results-oriented mindset.
✨Tip Number 4
Research the company’s values and recent developments in the investment management industry. Tailoring your conversation to align with their goals and demonstrating your enthusiasm for their mission can make a strong impression during interviews.
We think you need these skills to ace Payment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved payment processing or client reconciliations. Use specific examples to demonstrate your skills in Excel and data analysis.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your proactive approach and attention to detail align with the responsibilities of the Payment Analyst position.
Highlight Relevant Skills: Emphasise your strong Excel skills and any experience you have with transaction reporting and compliance. Be sure to mention your ability to identify inefficiencies and implement solutions, as this is crucial for the role.
Showcase Your Availability: Since the role requires immediate availability, make it clear in your application that you can start right away. This will demonstrate your eagerness and readiness to join the team.
How to prepare for a job interview at Trace – Expert Accountancy Recruitment
✨Showcase Your Analytical Skills
As a Payment Analyst, your ability to perform complex data analysis is crucial. Be prepared to discuss specific examples from your past experience where you successfully analysed data and made data-driven recommendations.
✨Demonstrate Attention to Detail
Given the importance of accuracy in transaction reporting and reconciliations, highlight instances where your attention to detail has positively impacted your work. Consider bringing examples of how you've identified and resolved discrepancies.
✨Discuss Process Optimisation Experience
The role involves identifying inefficiencies and streamlining processes. Be ready to talk about any previous experiences where you improved workflows or implemented solutions that enhanced efficiency in payment processing.
✨Prepare for Client Interaction Scenarios
Since the position includes supporting client onboarding and offboarding, think of examples where you've successfully managed client relationships. Be prepared to discuss how you handle challenges and ensure a smooth process for clients.