Private Wealth Client Services - Senior Analyst/Associate

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

Job summary

A prestigious global investment firm is seeking a Senior Analyst/Associate for its Private Wealth division in Slough. The successful candidate will prepare high-quality due diligence materials and collaborate with various departments while managing data integrity. This role offers exposure to multiple asset classes, thus providing a dynamic work environment that supports professional development.

Qualifications

• 3-4 years of experience in financial services, particularly private markets or investment management.
• Experience handling RFPs and due diligence questionnaires (2+ years).
• Strong attention to detail and ability to manage multiple priorities.

Responsibilities

• Draft and edit responses to DDQs and client inquiries.
• Collaborate with cross-functional teams on data verification.
• Maintain a centralized content database for timely responses.

Skills

Writing

Editing

Proofreading

Interpersonal Skills

Project Management

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Tools

Microsoft Office Suite

Power BI

Tableau

Job description

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Private Wealth Client Services - Senior Analyst/Associate, Slough

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Client:

Selby Jennings

Location:

Slough, 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.