BCBA providing ABA therapy for children with autism at Circle Care Services. Leading instruction for therapists and offering expert treatment and compassionate care to clients.
About the role
- Senior Counterparty Analyst supporting investment and wealth management clients in regulatory compliance. Engaging with clients to understand needs and provide effective solutions.
Responsibilities
- Serve as the primary point of contact for multiple client requests, ensuring all deliverables are completed accurately and on schedule.
- Analyse project scopes and plans, offering insights to enhance efficiency and drive continuous process improvements.
- Build and maintain strong working relationships with internal cross-functional teams and external vendors to support successful project execution.
- Lead client-facing meetings, presenting progress updates, highlighting key milestones, and addressing any roadblocks or risks.
- Proactively identify operational or procedural gaps and work collaboratively to implement effective solutions.
- Support long-term client retention by nurturing strategic relationships with stakeholders and key business partners.
- Review and interpret financial and legal entity documentation from a variety of industries and data sources.
- Quickly gain expertise in proprietary tools and client-specific processes, demonstrating adaptability in complex project environments.
- Collaborate with clients to understand emerging needs, develop strategies, and design or refine workflows to meet evolving regulatory or operational requirements.
Requirements
- 1-3 years of proven experience in a regulatory related field with previous process management experience.
- Understanding of financial services firms and investment management operations.
- Familiarity with KYC constitutional documents including onboarding.
- Exposure to the derivatives trading (preferred).
- Strong communication skills with exceptional presentation expertise.
- Ability to handle pressure and manage conflicting priorities.
Benefits
- Salary: £25k
- Length: Initial 6-months, with a view to being made permanent internally
Job title
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Experience level
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Degree requirement
No Education Requirement
Location requirements
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