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Regulatory Reporting Analyst , Wealth Management Firm

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JJ Search 65000.00 British Pound . GBP Per annum

2021-12-03 08:59:54

Job location Barkingside, Greater London, United Kingdom

Job type: fulltime

Job industry: Accounting

Job description

The Role:

The Regulatory Reporting Analyst will take ownership for producing the Wealth Management firm's periodic Reporting for distribution to clients. The Regulatory Reporting Analyst will work closely with Investment Managers to resolve adhoc queries received for client firm's and their actuaries.

The Regulatory Reporting Analyst will act as subject matter expert for the reporting process, including FATCA and CRS report production, reconciliation, and asset data queries.

The Regulatory Reporting Analyst will monitor changes to Solvency II reporting standards, and oversea the design and implementation of process changes in conjunction with internal development teams of the Wealth Management company.

The Regulatory Reporting Analyst will be experienced with Excel and/or other data manipulation tools.

The Wealth Management companies Reporting Analyst will work closely with Factset to optimise/streamline report generation

It will be the responsibility of the Regulatory Reporting Analyst to work closely with the Investment Managers to field adhoc queries from the Wealth Management companies' clients and their actuaries

The Candidate:

Regulatory Reporting experience - ideally in FATCA, CRS and Solvency II would also be of interest.

Understanding of the Wealth Management industry.

Excellent communication skills to manage internal and external relationships.

Technically minded with the ability to evolve existing processes.

Skill in prioritisation, planning, monitoring and self-management

The ability to work independently as well as part of a team

Figaro (Trading System) knowledge would be advantageous

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