Client Data & Operations Analyst, Y TREE
Entry level / Graduate Opportunity
£36-40k
More information about location
2+ days a week in office
A modern approach to managing personal finance
Be an early applicant
A modern approach to managing personal finance
101-200 employees
Be an early applicant
£36-40k
More information about location
2+ days a week in office
101-200 employees
Company mission
We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money.
Role
Who you are
- We value potential over pedigree. No prior financial experience is required; we are looking for a sharp, analytical mind and a strong aptitude for data, analytics and automation. We will provide full training and support to help you succeed
What the job involves
- This 12 month contract is a unique on-ramp into the WealthTech and financial planning industry
- You will be the engine of data quality and automation for the Client Team
- Working closely with the Head of Data Strategy & Governance, you won’t just be managing data - you’ll be building the automated processes and system changes that allow us to scale, while gaining direct exposure to the architecture behind regulated financial advice
- Act as the Client Team's hands-on data steward: consolidate and characterise our client data, help build and maintain a data catalog (attribute, source / lineage, definition, and criticality tier), and define and apply data-quality rules
- Work within the governance framework set by the Head of Data Strategy & Governance and under the Client Team's data ownership; support the move from manual daily checks toward automated monitoring, resolving flagged discrepancies with the right people
- Drive data completeness and scalable architecture across advice-critical fields (e.g., tax status, US-connected clients), automating guardrails to remediate issues identified in suitability reviews
- Work with the Data Operations team to ensure completeness and quality of provider data received from third-party providers. Own the quality of the portfolio data into the Back Office system
- Identify and build low-code automations and process improvements across the Client Team and the broader advice team's data and workflow layer, in partnership with the internal Process Automation Product Manager
Application process
- 1. Informal screening call with an internal Talent Partner
- 2. 30-45 minute Google Meet interview with the hiring manager.
- 3. Short competency based assessment
- 4. 60-90 minute face-to-face interview
Salary benchmarks
Our take
Y TREE is setting out to shake up the world of wealthtech, giving ordinary people the tools to really understand their whole financial picture. Utilising a system called Financial Life Intelligence, Y TREE combines data, technology, and institutional-grade advice to provide a satellite view over the wealth management industry.
Context means everything when it comes to financial data, so Y TREE provides its customers with aggregated data, translated into accessible and actionable insights. It's trusted by some of the world's most influential business leaders, and connects its customers' financial overview with strategies to achieve their business aims. A fast-growing start-up that's raised substantial financial backing, Y TREE is set to make a real impact in the wealthtech market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
44% female employees
Company
Company values
- Time - Time is the most valuable commodity on Earth. You can never get it back so we want to make the most of it. We give our clients back time they never knew they had. We are generous with our time with our clients and our colleagues.
- Togetherness - Togetherness is about being part of a community. We are more effective when we consider the diverse experiences and views of our clients, shareholders and colleagues. We learn from each other every day by being candid, fair and respectful.
Company HQ
London, UK
Articles
Leadership
Stuart Cash
(Co-Founder & CEO)Previously a Partner at Goldman Sachs, an Executive Director at SBC Warburg and a Solicitor at Berwin Leighton Paisner.
Arik Peretz
(Co-Founder)Previously a Director at Movebubble, Shoes Online, Co-Founder and Director at Paragon X and Director at Tufin Technologies.
Johnnie Hampel
(Co-Founder)Previously a Partner at Partners Capital for 12 years, ex-Goldman Sachs, and a Solicitor at Slaughter and May
Diversity, Equity & Inclusion at Y TREE
- Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, that sponsorship is not available for this role.
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