Private Wealth Client Services - Senior Analyst/Associate

Selby Jennings; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

A prestigious global investment firm is seeking a detail-oriented Senior Analyst/Associate to join their Private Wealth division. The role encompasses essential due diligence efforts across various alternative investment strategies, requiring strong analytical skills and collaboration with cross-functional teams to ensure data accuracy and effective client communication.

Qualifications

• 3-4 years of experience in financial services, ideally within private markets.
• At least 2 years of experience handling RFPs and due diligence questionnaires.
• Proficiency in Microsoft Office with experience in data visualization tools.

Responsibilities

• Draft and edit responses to DDQs and client inquiries.
• Collaborate with teams to verify information.
• Support development of machine-learning tools for automating responses.

Skills

Attention to Detail

Project Management

Interpersonal Skills

Data Analysis

Writing and Editing

Education

Bachelor's degree in Finance, Business, Economics

Tools

Microsoft Office Suite

Power BI

Tableau

Job description

Private Wealth Client Services - Senior Analyst/Associate

Private Wealth Client Services - Senior Analyst/Associate

Direct message the job poster from Selby Jennings

Associate Vice President - Private Markets Investor Relations & Business Development

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Project Management

• Industries

  Investment Management

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