Financial Analyst

6 days ago

Central Inverclyde, United Kingdom FNZ Group Full time
About the Role

We are seeking a highly skilled Financial Analyst to join our team at FNZ Group. As a Financial Analyst - Policy and Compliance Specialist, you will play a critical role in ensuring the accuracy and integrity of our CASS reconciliations.

Key Responsibilities
  • Undertake CASS reconciliations and controls, providing oversight and governance of CASS matters within the FNZ CASS Office.
  • Contribute to the achievement of business objectives by assisting senior management in delivering CASS Compliant duties in accordance with the FNZ CASS and key business policies & Process/procedures.
  • Ensure CASS reconciliations are undertaken and completed to the required standards daily and as applicable, including identification and resolution of any CASS exceptions or issues – reporting to management as necessary.
  • Provide support to the team and CASS office to deliver compliant CASS practices and activities.
  • Support and deliver Management Information (MI) to cover CASS reconciliations and associated activity undertaken.
  • Support the CASS Office with any change or project involvement required.
  • Review and understand applicable CASS reconciliations procedures and practice.
  • Remain CASS competent, keeping up to date with required training and academic standards agreed with your manager.
  • Understand CASS rules and environment and be able to advise on behalf of the CASS Office, areas applicable to your role.
Requirements
  • Ability to analyze, present and report complex regulatory information to senior stakeholders in a clear and concise manner.
  • Strong Excel skills including ability to take data from multiple sources and produce accurate and timely reports.
  • Flexible, adaptable and able to respond effectively to changing business needs.
About FNZ Group

FNZ Group is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help consumers better achieve their financial goals.

We have grown rapidly in recent years, as our institutional customers have used our platform to improve transparency, choice and drive down long-term costs for consumers of wealth management products across all segments: from mass-market workplace pensions to mass-affluent and high-net-worth clients.

Today, we are responsible for over £330 billion in assets under administration (AuA) held by around 5 million customers of some of the world's largest financial institutions, including Standard Aberdeen, Santander, Lloyds Bank, Vanguard, Generali, Barclays, Quilter, UOB, Aviva, Zurich, UBS, BNZ, Findex and FNZC.

We partner with over 60 financial institutions across the UK, Europe, Australia, New Zealand and South-East Asia. The company has over 1,400 employees in the UK, Czech Republic, Shanghai, Singapore, Australia and New Zealand.

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