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Onboarding Analyst - Surrey, United Kingdom,


Exciting interim opportunity to join an ever-growing fast paced business in the centre of Reigate as an Onboarding Analyst on a 12 month fixed term contract. The role sits within the 'Investment Onboarding' team and is highly diverse across portfolio administration and compliance. You will need to confidently liaise with various fund managers and administrators in relation to client documentation and through this you will enhance your communication, time management and technical skills. Ideally you will be degree educated or familiar working within an operational environment surrounding AML and KYC procedures with external tax knowledge, exceptional problem solving ability and an analytical flare. Fantastic salary and benefits on offer for the successful candidate.

Duties of Onboarding Analyst include:

  • Providing specialist investment advice
  • Maintaining key client relationships and integrity of confidential data
  • Review of tax & legal documentation for new and existing investments
  • Adhoc administration duties including drafting letters and reviewing POA documents
  • University degree/previous experience within investments/funds/portfolio admin
  • Organisation, ability to prioritise a varied and heavy workload
  • Strong team player ability
  • Excellent IT skills

Byron Recruitment Limited trading as Byron Finance operates as an Employment Agency and an Employment Business. Byron Finance is committed to equal opportunity and diversity. Byron Finance is a member of the Recruitment and Employment Confederation (REC). Upon application of this vacancy you accept the Privacy Policy, Disclaimers and T&C's which you can read in full at .