At a Glance
- Tasks: Manage and enhance client data quality while automating processes for efficiency.
- Company: Join a rapidly growing WealthTech firm redefining personal finance engagement.
- Benefits: Enjoy 25 days annual leave, private healthcare, and regular team socials.
- Other info: Diverse and inclusive workplace with opportunities for professional growth.
- Why this job: Kickstart your career in WealthTech with full training and support.
- Qualifications: No prior experience needed; just bring your analytical mindset and passion for data.
The predicted salary is between 63000 - 77000 £ per year.
12 Month Fixed Term Contract Entry level / Graduate Opportunity
About Y TREE
We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations. We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.
Overview
This 12 month contract is a unique on-ramp into the WealthTech and financial planning industry. You will be the engine of data quality and automation for the Client Team. Working closely with the Head of Data Strategy & Governance, you won’t just be managing data - you’ll be building the automated processes and system changes that allow us to scale, while gaining direct exposure to the architecture behind regulated financial advice.
The Role
- Data Stewardship & quality: Act as the Client Team's hands-on data steward: consolidate and characterise our client data, help build and maintain a data catalog (attribute, source / lineage, definition, and criticality tier), and define and apply data-quality rules. Work within the governance framework set by the Head of Data Strategy & Governance and under the Client Team's data ownership; support the move from manual daily checks toward automated monitoring, resolving flagged discrepancies with the right people.
- Data completeness & regulatory remediation: Drive data completeness and scalable architecture across advice-critical fields (e.g., tax status, US-connected clients), automating guardrails to remediate issues identified in suitability reviews.
- Provider data pipeline & ingestion quality: Work with the Data Operations team to ensure completeness and quality of provider data received from third-party providers. Own the quality of the portfolio data into the Back Office system.
- Automation & efficiency: Identify and build low-code automations and process improvements across the Client Team and the broader advice team's data and workflow layer, in partnership with the internal Process Automation Product Manager.
About You
We value potential over pedigree. No prior financial experience is required; we are looking for a sharp, analytical mind and a strong aptitude for data, analytics and automation. We will provide full training and support to help you succeed.
What's in it for you?
- Once eligible, you'll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.
- Support for your mental health and wellbeing through our employee assistance programme.
- 25 days of annual leave per year. This is 25 days each year where we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor's appointment or to see your children's school plays.
- Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. We ensure socials are well-balanced and offer a variety of activities to suit different needs so you always feel welcome.
- A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.
- A range of family-friendly policies, support towards professional qualifications, electric car schemes and more!
Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Please note, that sponsorship is not available for this role.
Client Data & Operations Analyst employer: Y TREE
Y TREE is an exceptional employer that prioritises employee wellbeing and professional growth, offering a vibrant work culture in a dog-friendly London office. With generous benefits such as 25 days of annual leave, private healthcare through Vitality, and support for professional qualifications, we foster an environment where innovation thrives and diverse perspectives are valued. Join us to be part of a rapidly growing WealthTech business that empowers individuals and families to achieve their financial aspirations while enjoying a balanced and supportive workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Client Data & Operations Analyst
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at Y TREE.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like Y TREE looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Client Data & Operations Analyst
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with Y TREE and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at Y TREE.
How to prepare for a job interview at Y TREE
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!
