Description
An exciting opportunity for an experienced candidate to join our vibrant Global FINEX M&A community supporting the broking and private equity team based in London, also supporting our global teams. Reporting to the Business Support and Head of M&A, the role includes a variety of pre and post placement tasks.
The Role
Reporting
* Lead the preparation of regular/periodic updates, reports, and analysis to assist M&A, Finex, LoB, and CRB leadership.
Client Onboarding
* Licensing validation
* Know Your Client (KYC) validation
* Sanctions screening
* Third party scorecards
Market Onboarding
* Market security approval requests
Client Records
* Broking application policy, filing application folder, and Market Reform Contract (MRC) requests
Policy Servicing
* Claims information requests
* Market security validation
* Market Reform Contract (MRC) completion
* Query resolution
* Placing and billing information provision and client document requests
Finance
Assisting M&A Business Support in recording and reporting financial data.
Qualifications
The Requirements
* Experience of broker or underwriter support, broking, or underwriting experience with strong technical knowledge of operations.
* Strong organisational and attention to detail abilities, and flexibility to work in a performance-driven environment managing multiple deliverables.
* Proficiency in broking applications.
* Ability to develop strong relationships quickly and maximise resources effectively to achieve goals.
* Proven success working in a fast-paced, high-pressure environment and self-sufficient.
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