Payment Analyst

JR United Kingdom; Exeter; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A growing investment management firm seeks a Payment Analyst for its Client Operations & Finance team on a 10-month FTC. Responsibilities include payment processing and client onboarding, requiring at least 2 years of experience in Financial Services. This role promises a collaborative environment focused on accuracy and efficiency.

Qualifications

• Minimum of 2 years of experience in a similar role within Financial Services.
• Strong Excel skills needed.
• Ability to start immediately.

Responsibilities

• Oversee transaction reporting, reconciliations, and ensure compliance.
• Assist with process optimisations and streamlining tasks.
• Perform complex data analysis and provide insights.

Skills

Excel

Interpersonal Skills

Data Analysis

Attention to Detail

Job description

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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.