M&A Analyst - Financial Services - 2 days in office

Once up to speed, you'll be responsible for leading individual Migration projects, liaising with advisers from the ceding firms and teams from all across the business to deliver the best outcomes for our stakeholders. In doing so, you will gain a broad and varied exposure to the operations of a wealth management business from the outset, whilst also gaining valuable experience of M&A.You'll have a wide range of responsibilities, including the following:

• Travelling to newly acquired firms around the UK to work with them to collate complex client data and support rapid turnaround for onboarding clients to the firm's Platform
• Leading migration projects for these firms and being their key point of contact with Leadership.
• Applying business knowledge to the project environment including close collaboration with other teams to ensure the needs of all stakeholders are met
• Provide conceptual solutions to often complicated business problems and make recommendations for preferred solutions
• Understanding and defining existing and proposed states of all internal and external journeys to improve business processes
• Work with and maintain CRM systems to improve efficiency across the firm
• Use of quantitative skills to analyse large, complex data sets to support key initiatives
• Actively seeking ways of improving quality and efficiencies in procedures