Private Wealth Client Services - Senior Analyst/Associate

JR United Kingdom; London; On-site; GBP 50,000 - 75,000; Full time

Job summary

A prestigious global investment firm seeks a Senior Analyst/Associate to join its Private Wealth division in London. This role involves key responsibilities in due diligence across various asset classes, including private equity and infrastructure. The ideal candidate will manage data integrity, prepare materials, and collaborate with internal stakeholders, bringing strong analytical and communication skills to the team.

Qualifications

• 3-4 years of experience in financial services.
• At least 2 years of experience with RFPs and due diligence questionnaires.
• Proactive and team-oriented with a passion for learning.

Responsibilities

• Draft and edit responses to DDQs and RFPs.
• Collaborate with cross-functional teams for data verification.
• Support the development of machine-learning tools.

Skills

Writing

Editing

Project Management

Interpersonal Skills

Education

Bachelor's degree in Finance, Business, Economics

Tools

Microsoft Office Suite

Power BI

Tableau

Job description

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Private Wealth Client Services - Senior Analyst/Associate, london

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Client:

Selby Jennings

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

26.06.2025

Expiry Date:

10.08.2025

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Job Description:

Private Wealth Client Services - Senior Analyst/Associate

Overview:
Selby Jennings is proud to partner with a prestigious global investment firm seeking a Senior Analyst/Associate to join its Private Wealth division. This is an exciting opportunity for a detail-oriented and analytically driven professional to support global due diligence efforts across a diverse suite of alternative investment strategies.

The successful candidate will play a key role in preparing high-quality due diligence materials, managing data integrity, and collaborating with internal stakeholders across multiple departments. This role offers exposure to a wide range of asset classes including private equity, real estate, infrastructure, and private credit.

Key Responsibilities:

• Draft and edit responses to DDQs, RFPs, and other client inquiries with a focus on accuracy, consistency, and clarity.
• Collaborate with cross-functional teams (research, legal, compliance, finance, HR, and business development) to gather and verify information.
• Maintain and update a centralised content database to ensure timely and accurate responses.
• Support the development of machine-learning tools aimed at automating initial questionnaire responses.
• Respond to ad hoc data and performance analysis requests from platform partners.
• Ensure all external communications meet high standards of quality and compliance.
• Act as a key liaison for internal business development teams, particularly across the European region.
• Contribute to broader strategic projects and initiatives within the Private Wealth team.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 3-4 years of experience in financial services, ideally within private markets or investment management.
• At least 2 years of experience handling RFPs and due diligence questionnaires.
• Strong writing, editing, and proofreading skills with a keen eye for detail.
• Proficiency in Microsoft Office Suite; experience with Power BI or Tableau is a plus.
• Excellent interpersonal and project management skills.
• Ability to manage multiple priorities and meet tight deadlines.
• A proactive, team-oriented mindset with a passion for learning and continuous improvement.

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Created on 26/06/2025 by JR United Kingdom