Senior Analyst FTC - 12 Months

Something happens when people come together.

Every one of our employees represents the spirit of Triple Point: precise, curious, and acutely aware of the limitless potential to create value and impact for our partners and investors.

Senior Analyst FTC - 12 Months

at Triple Point LLP London, England

Triple Point was founded in 2004 with the belief that connecting investing insights with the right resources and partners can deliver powerful solutions. Today, we manage more than £3.6 billion of assets for a broad range of investors, through four distinct investment strategies: Social Housing, Clean Heat, Private Credit and Venture. These are all areas where our expertise, empathy and resourcefulness make a real difference in unlocking long-term value.

Our distinctiveness comes from our ability to connect the dots to get to the heart of any challenge, which makes us an essential partner to our clients and our investors, while leaving the world demonstrably better than we found it. We take our commitments seriously, which is why we're a certified B-Corp and signed up to the Principles for Responsible Investment.

There are 250 of us at Triple Point. Engineers rub shoulders with lawyers, and accountants work alongside investment professionals. It's important to us everyone's voices are heard, and that everyone can contribute to decision-making. We're looking for people who share our values because applying different perspectives towards a common goal drives us forward in unexpected and exciting ways.

Role Summary

As a Senior Analyst, you will play a pivotal role in supporting the Client Operations Team, who support the investors investing into Triple Points products, with a wide range of responsibilities, including client onboarding, offboarding, payments, and financial instrument movements, such as investment and exit of investors mainly via share allotments and matched bargains. This position requires a strategic mindset, exceptional attention to detail, strong Excel skills, and a proactive approach to problem-solving.

If you are a proactive, results-oriented individual with a passion for optimising processes and delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.

Key Responsibilities

• Transaction Management: Oversee transaction monitoring, reporting, reconciliations, investments and exits to ensure accuracy and compliance with regulatory standards.
• Process Optimisation: Identify inefficiencies within payment and transaction processes and implement strategic solutions to streamline operations and enhance efficiency.
• Client Onboarding Support: Assist in the onboarding process for new clients, providing support as needed to ensure a seamless experience.
• Data Analysis: Utilise intermediate Excel skills to perform complex data analysis, generate insights, and make data-driven recommendations for process improvement.
• Cross-Functional Collaboration: Collaborate closely with internal teams, including Compliance, Finance, and Sales, to facilitate smooth operations and address client needs effectively.
• Any Other Business: Ad hoc and supporting role where required to ensure the smooth running of the whole Client Operations department.

Knowledge and Experience

• Minimum of 2 years of experience in the financial services industry.
• In-depth knowledge of payment processing, handling large volumes of transactions.
• Ability to implement or streamline processes to achieve optimal results.
• Proficiency in Excel, including functions such as VLOOKUPs, IF formulas, and PivotTables.
• Experience with CRM systems, preferably Salesforce, would be beneficial.
• Strong analytical skills and the ability to interpret complex datasets to drive decision-making.
• Excellent communication skills, with the ability to articulate complex concepts clearly and concisely.
• Proven track record of process optimisation and driving continuous improvement initiatives.
• Ability to work autonomously and collaboratively within a fast-paced, dynamic environment.
• Professional demeanour, with a commitment to upholding the highest standards of ethics and integrity.

Qualities and Competencies

• Proactive and self-motivated
• Creative thinker with the ability to generate new ideas
• Strategic mindset with the ability to see the big picture
• Ability to work under pressure and meet deadlines
• Strong analytical and problem-solving skills
• Ability to adapt to change and work in a fast-paced environment
• Excellent interpersonal skills with the ability to build relationships and influence others
• High level of professionalism and ethical conduct
• Strong commitment to quality and continuous improvement
• Flexibility and willingness to take on additional responsibilities as needed

Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.

Apply today for further information!

Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.

Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.