Client Dealing Analyst - Asset Management

Permanent | £32000 - £38000 per annum + Bonus & Excellent Benefits | City | England | 26.04.18

Black Swan Group have been engaged to source for a Client Dealing Analyst to join a very established Asset Management client.

Working in conjunction with Client Management to provide day to day support to institutional clients investing in the full spectrum of products. The individual will act as a central point of contact for the institutional clients and internal departments who wish to instruct client directed orders. The role will also be responsible for receiving, coordinating and facilitating client directed fund dealing instructions from the client management team.

Key responsibilities include:

  • Operational contact for Client Management teams, clients and clients' administrators and custodians.
  • Manage cash-flows and communicate to stakeholders as required.
  • Process client directed fund dealing instructions.
  • Oversee timely and accurate data delivery and client contract notes.
  • Process client directed fund dealing instructions.
  • Deliver a superior client experience via query management and on-boarding for clients, middle office and third party administrators.
  • Answer client's operationally focused queries that are related to client instructions.
  • Work as part of a team providing cover for clients when required.
  • Actively contribute to the success of projects executed within the team.
  • Understand end to end client support processes with the ability to analyse trends in queries to help constantly improve service and client deliverables.
  • Work as a key stakeholder for ongoing improvements to the client dealing process
  • Assist the client servicing team for quarter end audit requests.

Key skills required:

  • Strong academic background through to degree level or equivalent
  • Strong track record of Client Servicing, client order management or dealing
  • Knowledge of the financial industry and investments
  • Experience in wealth or investment management is essential
  • Experience of the Asset Management industry
  • IMC Studier
  • Strong communication skills

The client is also open to also considering graduates who are looking to work within the Investment Management industry. Some experience within client services would be preferred, However I am more than happy to talk through the role in more detail.

If you are interested in being considered for this role please do not hesitate to get in touch. We look forward to speaking to you soon.

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