Infrastructure Analyst, Wealth Management
4 weeks ago
About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Rothschild & Co Wealth Management
At Rothschild & Co Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth. We provide a comprehensive range of private wealth services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long-term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.
Role background
Reporting to the Deputy COO, the Infrastructure Analyst provides support to the management of Infrastructure and Investment teams within UK Wealth Management. This includes coordination of management information reporting, maintenance of policies and procedures, liaison with second-line Compliance, Risk & Legal teams and the management of small scale projects and development initiatives.
Main responsibilities
Producing regular management information reports covering Infrastructure and the Investment teams for use by team leaders and senior management. This will cover business metrics, performance and risk indicators Support Infrastructure and the Investment teams to ensure all processes and procedures are appropriately documented in the division’s internal wiki-style process repository Seek opportunities for process improvements across Infrastructure and Investments to increase efficiency and scalability whilst reducing risk and costs Manage small initiatives within the Infrastructure and Investment teams. This may include collation and documentation of requirements, coordinating with teams across the Division, tracking actions and providing updates to management Responsible for tracking costs of external vendors across Infrastructure and Investments and providing reports on these to management Creation of presentations for the COO, Deputy COO and co-Heads of Investments Ad-hoc tasks which could include minute taking at senior meetings, following up on actions assigned to different stakeholders, data analysis etc.Professional Experience and Personal Qualities
Experience of wealth management / private banking client segments, products / propositions and channels, either through working in the sector or through a consulting practice Hands-on experience of financial services operations, having spent time working directly in a front, middle and/or back office processing role to understand client and trade lifecycles Experience of process analysis, design / re-design and documentation for both new process and continuous improvement scenarios. Familiar with the concept of process flow and swim-lane diagrams and basic business process annotation for documenting processes Very strong IT skills to include advanced Excel, PowerPoint and Power BI; Avaloq know-how would be an asset Strong organisational skills, ability to multi-task and maintain exceptional attention to detail even when working under pressure Reliable, conscientious and professional with high level of professional integrity Capable of problem-solving and acting independently but able to work in a team whenever required Excellent communication skills – verbal and written; professional manner; ability to articulate complex issues in a clear and concise manner Confident working with senior management Ability to build and maintain relationships with key internal and external parties-
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