169 Client Analyst jobs in the United Kingdom
Client Operations Analyst
Posted today
Job Viewed
Job Description
Novatus Global is a Series B scale-up RegTech SaaS provider and boutique advisory firm, helping financial institutions manage their most complex regulatory requirements. We combine deep consulting expertise with cutting-edge SaaS solutions, enabling clients to strengthen compliance, enhance resilience, and drive sustainable growth.
Our flagship SaaS platform, En:ACT (short for Enabling Accurate Compliance in Transaction reporting ), is a market-leading solution for regulatory transaction reporting and reconciliation across global regimes.
En:ACT automates reporting, reconciles data across systems, and maps errors directly to regulatory rules, helping firms remediate quickly, reduce risk, and meet regulatory obligations with confidence. Already trusted by more than 30 firms worldwide, the platform is scalable, proven, and designed for both business and technical users.
Alongside our SaaS offering, our unique model delivers consulting services across Risk & Compliance (including Transaction Reporting and Operational Resilience), ESG, Strategy, Data, and Operations. Unlike larger consultancies, we embed ourselves within client teams to deliver both insight and execution, taking ownership of outcomes and driving measurable impact.
Since our launch in 2019, we have scaled rapidly, creating space for our people to grow with the business. Backed by North American private equity investment, and partnerships with the London Stock Exchange Group and Snowflake’s global data platform, we are shaping the future of regulatory compliance through innovation in both advisory and technology. Our growth plans do not stop here; we are on the lookout for top-tier talent to join us on our journey and enable our next phase of success.
The Role: Client Operations Analyst
Function: Product Operations.
Location: London HQ
Hybrid working and flexible hours: 4 days in the office and 1 WFH.
The Client Operations Analyst is responsible for helping with BAU client support, triaging incoming requests, and ensuring timely resolution. Acting as the primary point of contact for clients in BAU, the role requires strong analytical skills to understand client issues and internal processes, coupled with exceptional written and verbal communication to maintain professional and proactive client relationships.
A financial background and an understanding of financial instruments, transactions, and regulatory reporting requirements would be desirable. However, we also encourage product support professionals from a FinTech or RegTech background, as well as strong graduates seeking their first professional role, to apply.
Key Responsibilities
- Serve as the first point of contact for BAU client requests: triage, prioritise, and escalate issues as needed.
- Analyse ticket trends to identify recurring patterns, operational inefficiencies, or potential product issues.
- Maintain ongoing client relationships through regular communications, updates, and calls.
- Coordinate with Implementation and Engineering teams to ensure smooth resolution of complex issues.
- Execute operational processes, including running and validating BAU pipelines or other routine tasks, according to defined procedures.
- Monitor SLA compliance and proactively escalate risks to ensure timely responses.
- Document processes, maintain knowledge bases, and contribute to continuous improvement initiatives.
Experience
- Seeking strong graduates or early career professionals with up to 1 years of experience.
- Previous experience in client-facing or operational roles in financial services, fintech, or technical support environments essential.
- Exposure to financial processes, instruments, or regulatory reporting is advantageous.
Key Behaviours
- Empathetic and professional client engagement.
- Strong investigative and problem-solving mindset.
- Adaptable to fast-paced, changing environments.
- Commitment to accuracy, documentation, and process compliance.
About You:
- Analytical ability: Strong problem-solving and pattern recognition skills.
- Client communication: Exceptional written and verbal skills; ability to explain complex issues clearly to non-technical stakeholders.
- Operational discipline: Capable of managing multiple tickets and tasks simultaneously, prioritising effectively, and following defined processes.
- Technical literacy: Comfortable understanding technical systems; experience with SaaS, fintech, or operational platforms advantageous.
- Collaboration: Works effectively across teams (Implementation, Engineering, Product) to ensure client satisfaction.
- Proactivity: Anticipates client issues and takes action before problems escalate.
- Financial acumen (preferred): Understanding of financial instruments, transactions, and regulatory reporting requirements to support clients effectively.
Benefits:
- Private Medical Insurance (AXA) – includes mental health, dental, vision, and private GP access
- Employee Assistance Program
- Enhanced parental leave (maternity & paternity)
- Professional qualification sponsorship
- Fast career progression based on performance, not tenure
- Holiday entitlement increases with tenure
- Flexible hours with core collaboration time
- Paid volunteering leave
- Gym & fitness discounts
- Monthly team lunches, quarterly socials, and office snacks & drinks
- Interest-based working groups to collaborate and innovate
Diversity, Equity & Inclusion
Novatus is an Equal Opportunity Employer. All employment decisions are made based on business needs, role requirements, and individual qualifications, without regard to race, age, religion or belief, sex, sexual orientation, gender identity or expression, marital or civil partnership status, pregnancy or maternity, socioeconomic background, disability, or any other characteristic protected under the Equality Act 2010.
We maintain a workplace culture that is inclusive, respectful, and supportive. Our recruitment and selection processes are designed to ensure fairness and consistency for all candidates.
Reasonable adjustments are available throughout the application and interview process, and candidates are encouraged to contact Human Resources to discuss any specific requirements.
This commitment is embedded in all aspects of our employment practices, including recruitment, compensation, professional development, promotion, and workplace conduct.
Client Data Analyst
Posted 1 day ago
Job Viewed
Job Description
Meraki Talent – Client Data Analyst (Contract, London – 3 Months)
Rate: £200/day
Meraki Talent is recruiting for a Client Data Analyst on a 3-month contract for an international bank. This is a short-notice role requiring immediate availability. The ideal candidate will have experience in reference data management, reconciliation, and operational risk frameworks .
Key Responsibilities:
- Ensure accurate and timely setup and maintenance of reference data across all systems.
- Resolve data reconciliation exceptions and perform root cause analysis for recurring issues.
- Maintain audit trails, documentation, and working instructions for all reference data changes.
- Liaise with Front Office, Operations, and support teams to address requests and support new products.
- Escalate key risk items and adhere to operational risk and compliance frameworks.
Requirements:
- Immediate availability.
- Strong experience in banking operations and reference data management.
- Attention to detail and excellent problem-solving skills.
If you or someone you know are interested reach out to Nick on or on
Client Data Analyst
Posted 1 day ago
Job Viewed
Job Description
Meraki Talent – Client Data Analyst (Contract, London – 3 Months)
Rate: £200/day
Meraki Talent is recruiting for a Client Data Analyst on a 3-month contract for an international bank. This is a short-notice role requiring immediate availability. The ideal candidate will have experience in reference data management, reconciliation, and operational risk frameworks .
Key Responsibilities:
- Ensure accurate and timely setup and maintenance of reference data across all systems.
- Resolve data reconciliation exceptions and perform root cause analysis for recurring issues.
- Maintain audit trails, documentation, and working instructions for all reference data changes.
- Liaise with Front Office, Operations, and support teams to address requests and support new products.
- Escalate key risk items and adhere to operational risk and compliance frameworks.
Requirements:
- Immediate availability.
- Strong experience in banking operations and reference data management.
- Attention to detail and excellent problem-solving skills.
If you or someone you know are interested reach out to Nick on or on
Client Services Analyst
Posted 1 day ago
Job Viewed
Job Description
Client Services Analyst
London
£38k - Bens - Bonus
You will only be considered if you have Investment or Wealth Management Client services experience
This role does not offer sponsorship
Job Description
The Client Services Analyst is responsible for delivering high-quality front-line support to Wealth Managers and their support teams. This includes resolving system-related queries, assisting with onboarding, and ensuring a seamless client experience through efficient use of internal platforms and tools. The role involves providing both remote and in-person assistance to ensure Wealth Managers can effectively use all operational systems to serve their clients.
Principal Duties
- Develop a deep understanding of core Wealth Manager systems and act as a trusted subject matter expert for all system-related inquiries.
- Serve as the first point of contact for Wealth Managers, providing timely and accurate resolutions to operational and system queries.
- Manage the Client Services inbox and phone line , ensuring all communications are handled promptly and in line with agreed service levels.
- Collaborate with internal teams to identify recurring issues and implement improvements to enhance system usability and the overall client experience.
- Support new Wealth Manager onboarding and orientation , including account setup, system configuration, and user familiarization.
- Produce and maintain clear documentation and workflows to streamline processes and improve efficiency for Wealth Managers.
- Monitor and communicate system enhancements or updates , ensuring users receive relevant guidance and support.
- Participate in testing and feedback sessions for system upgrades and new feature releases.
Essential Attributes
- Client-focused with strong communication and interpersonal skills.
- Analytical and detail-oriented with a problem-solving mindset.
- Strong time management and ability to balance multiple priorities.
- Collaborative and proactive in identifying process improvements.
- Proficient in Microsoft Office (Word, Excel, PowerPoint) .
- Basic understanding of the Financial Services industry and regulatory expectations.
Preferred Attributes
- Experience in a Client Services , Operations , Custody , or Training Support role within Financial Services.
- Familiarity with Wealth Management or trading systems such as IMiX or Advent.
- Confident communicator, comfortable presenting or supporting small groups in training or process reviews.
- Progress toward an IOC qualification or similar professional certification.
Client Services Analyst
Posted 1 day ago
Job Viewed
Job Description
Client Services Analyst
London
£38k - Bens - Bonus
You will only be considered if you have Investment or Wealth Management Client services experience
This role does not offer sponsorship
Job Description
The Client Services Analyst is responsible for delivering high-quality front-line support to Wealth Managers and their support teams. This includes resolving system-related queries, assisting with onboarding, and ensuring a seamless client experience through efficient use of internal platforms and tools. The role involves providing both remote and in-person assistance to ensure Wealth Managers can effectively use all operational systems to serve their clients.
Principal Duties
- Develop a deep understanding of core Wealth Manager systems and act as a trusted subject matter expert for all system-related inquiries.
- Serve as the first point of contact for Wealth Managers, providing timely and accurate resolutions to operational and system queries.
- Manage the Client Services inbox and phone line , ensuring all communications are handled promptly and in line with agreed service levels.
- Collaborate with internal teams to identify recurring issues and implement improvements to enhance system usability and the overall client experience.
- Support new Wealth Manager onboarding and orientation , including account setup, system configuration, and user familiarization.
- Produce and maintain clear documentation and workflows to streamline processes and improve efficiency for Wealth Managers.
- Monitor and communicate system enhancements or updates , ensuring users receive relevant guidance and support.
- Participate in testing and feedback sessions for system upgrades and new feature releases.
Essential Attributes
- Client-focused with strong communication and interpersonal skills.
- Analytical and detail-oriented with a problem-solving mindset.
- Strong time management and ability to balance multiple priorities.
- Collaborative and proactive in identifying process improvements.
- Proficient in Microsoft Office (Word, Excel, PowerPoint) .
- Basic understanding of the Financial Services industry and regulatory expectations.
Preferred Attributes
- Experience in a Client Services , Operations , Custody , or Training Support role within Financial Services.
- Familiarity with Wealth Management or trading systems such as IMiX or Advent.
- Confident communicator, comfortable presenting or supporting small groups in training or process reviews.
- Progress toward an IOC qualification or similar professional certification.
Client Operations Analyst
Posted 1 day ago
Job Viewed
Job Description
Novatus Global is a Series B scale-up RegTech SaaS provider and boutique advisory firm, helping financial institutions manage their most complex regulatory requirements. We combine deep consulting expertise with cutting-edge SaaS solutions, enabling clients to strengthen compliance, enhance resilience, and drive sustainable growth.
Our flagship SaaS platform, En:ACT (short for Enabling Accurate Compliance in Transaction reporting ), is a market-leading solution for regulatory transaction reporting and reconciliation across global regimes.
En:ACT automates reporting, reconciles data across systems, and maps errors directly to regulatory rules, helping firms remediate quickly, reduce risk, and meet regulatory obligations with confidence. Already trusted by more than 30 firms worldwide, the platform is scalable, proven, and designed for both business and technical users.
Alongside our SaaS offering, our unique model delivers consulting services across Risk & Compliance (including Transaction Reporting and Operational Resilience), ESG, Strategy, Data, and Operations. Unlike larger consultancies, we embed ourselves within client teams to deliver both insight and execution, taking ownership of outcomes and driving measurable impact.
Since our launch in 2019, we have scaled rapidly, creating space for our people to grow with the business. Backed by North American private equity investment, and partnerships with the London Stock Exchange Group and Snowflake’s global data platform, we are shaping the future of regulatory compliance through innovation in both advisory and technology. Our growth plans do not stop here; we are on the lookout for top-tier talent to join us on our journey and enable our next phase of success.
The Role: Client Operations Analyst
Function: Product Operations.
Location: London HQ
Hybrid working and flexible hours: 4 days in the office and 1 WFH.
The Client Operations Analyst is responsible for helping with BAU client support, triaging incoming requests, and ensuring timely resolution. Acting as the primary point of contact for clients in BAU, the role requires strong analytical skills to understand client issues and internal processes, coupled with exceptional written and verbal communication to maintain professional and proactive client relationships.
A financial background and an understanding of financial instruments, transactions, and regulatory reporting requirements would be desirable. However, we also encourage product support professionals from a FinTech or RegTech background, as well as strong graduates seeking their first professional role, to apply.
Key Responsibilities
- Serve as the first point of contact for BAU client requests: triage, prioritise, and escalate issues as needed.
- Analyse ticket trends to identify recurring patterns, operational inefficiencies, or potential product issues.
- Maintain ongoing client relationships through regular communications, updates, and calls.
- Coordinate with Implementation and Engineering teams to ensure smooth resolution of complex issues.
- Execute operational processes, including running and validating BAU pipelines or other routine tasks, according to defined procedures.
- Monitor SLA compliance and proactively escalate risks to ensure timely responses.
- Document processes, maintain knowledge bases, and contribute to continuous improvement initiatives.
Experience
- Seeking strong graduates or early career professionals with up to 1 years of experience.
- Previous experience in client-facing or operational roles in financial services, fintech, or technical support environments essential.
- Exposure to financial processes, instruments, or regulatory reporting is advantageous.
Key Behaviours
- Empathetic and professional client engagement.
- Strong investigative and problem-solving mindset.
- Adaptable to fast-paced, changing environments.
- Commitment to accuracy, documentation, and process compliance.
About You:
- Analytical ability: Strong problem-solving and pattern recognition skills.
- Client communication: Exceptional written and verbal skills; ability to explain complex issues clearly to non-technical stakeholders.
- Operational discipline: Capable of managing multiple tickets and tasks simultaneously, prioritising effectively, and following defined processes.
- Technical literacy: Comfortable understanding technical systems; experience with SaaS, fintech, or operational platforms advantageous.
- Collaboration: Works effectively across teams (Implementation, Engineering, Product) to ensure client satisfaction.
- Proactivity: Anticipates client issues and takes action before problems escalate.
- Financial acumen (preferred): Understanding of financial instruments, transactions, and regulatory reporting requirements to support clients effectively.
Benefits:
- Private Medical Insurance (AXA) – includes mental health, dental, vision, and private GP access
- Employee Assistance Program
- Enhanced parental leave (maternity & paternity)
- Professional qualification sponsorship
- Fast career progression based on performance, not tenure
- Holiday entitlement increases with tenure
- Flexible hours with core collaboration time
- Paid volunteering leave
- Gym & fitness discounts
- Monthly team lunches, quarterly socials, and office snacks & drinks
- Interest-based working groups to collaborate and innovate
Diversity, Equity & Inclusion
Novatus is an Equal Opportunity Employer. All employment decisions are made based on business needs, role requirements, and individual qualifications, without regard to race, age, religion or belief, sex, sexual orientation, gender identity or expression, marital or civil partnership status, pregnancy or maternity, socioeconomic background, disability, or any other characteristic protected under the Equality Act 2010.
We maintain a workplace culture that is inclusive, respectful, and supportive. Our recruitment and selection processes are designed to ensure fairness and consistency for all candidates.
Reasonable adjustments are available throughout the application and interview process, and candidates are encouraged to contact Human Resources to discuss any specific requirements.
This commitment is embedded in all aspects of our employment practices, including recruitment, compensation, professional development, promotion, and workplace conduct.
Client Onboarding Analyst
Posted 4 days ago
Job Viewed
Job Description
By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
**Team/Role Overview**
The Client Onboarding group is a client facing organization responsible for the coordination and communication around all underlying activities from sales prospect/new business opportunity through to the first trade.
While the client onboarding team are responsible for stewarding the client through the end-to-end onboarding process our success as a firm depends on many teams and the ability to effectively communicate between them. Generally, the onboarding role is a coordination role with client data set up function happening within the respective control groups. The department has a fast-paced environment, and analysts have deadlines to meet daily and deal with stakeholders across the globe
**What you'll do**
+ Processes client's requests related to system set up including signatories' updates and documentation lodgment.
+ Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
+ Provides response to client and internal inquiries.
+ Prepares documentation for archiving .
+ Applies appropriate bank's regulations while processing the requests.
+ Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
+ Documents operation procedure updates.
+ Processes clients' instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to).
**What we'll need from you**
+ Previous experience in financial services preferred.
+ Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external). Knowledge on the field of finances and banking.
+ Flexibility, team spirit, loyalty. High attention to detail. Good PC skills (Excel, Word). Fluent in both written and spoken English. Be able to work under pressure and to meet deadlines. Proficient knowledge of English (written and spoken).
**What we can offer you**
We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.
By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
+ Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
+ A discretional annual performance related bonus
+ Private medical insurance packages to suit your personal circumstances
+ Employee Assistance Program
+ Pension Plan
+ Paid Parental Leave
+ Special discounts for employees, family, and friends
+ Access to an array of learning and development resources
**Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.**
#LI-NG3
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**Job Family Group:**
Operations - Services
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**Job Family:**
Reference Data Services
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Client Service Analyst
Posted 10 days ago
Job Viewed
Job Description
To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base across EMEA and LatAm. Work closely with the wider client services team to support clients; ensuring that all clients' requirements are met. A basic understanding of the asset management business is desired and an ability to execute on tasks in a timely manner and ensure key stakeholders are kept updated is necessary.
**Primary Responsibilities**
+ Responsible for all internal deliverables that ensure smooth team operations Direct responsibility for ensuring client reporting needs are delivered in accordance with client's requirements and our legal obligations
+ Identify & execute projects to enhance internal client service procedures and create further efficiencies
+ Responsibility for ensuring client DDQs are completed and delivered within the timeline communicated.
+ Assist with onboarding of new accounts across our range of UCITS funds and any operational set ups that come alongside this
+ Support clients with their regulatory reporting requirements across client types and geographies
+ Liaise and establish strong relationships with internal support teams to ensure client servicing needs are met
**Key Requirements / Qualifications** (essential unless stated)
+ 0-1 years of relevant industry experience
+ Knowledge of equity and fixed income strategies preferred
+ Excellent presentation, writing and oral communication skills
+ A proven ability to build and develop strong internal and external relationships
+ Team player and highly motivated. Highly organized, creative, enthusiastic, self-starter,
+ Strong analytical and problem solving, coordination skills
+ Proficient in Microsoft Word, Excel, PowerPoint
_Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
Client Data Analyst
Posted today
Job Viewed
Job Description
Meraki Talent – Client Data Analyst (Contract, London – 3 Months)
Rate: £200/day
Meraki Talent is recruiting for a Client Data Analyst on a 3-month contract for an international bank. This is a short-notice role requiring immediate availability. The ideal candidate will have experience in reference data management, reconciliation, and operational risk frameworks .
Key Responsibilities:
- Ensure accurate and timely setup and maintenance of reference data across all systems.
- Resolve data reconciliation exceptions and perform root cause analysis for recurring issues.
- Maintain audit trails, documentation, and working instructions for all reference data changes.
- Liaise with Front Office, Operations, and support teams to address requests and support new products.
- Escalate key risk items and adhere to operational risk and compliance frameworks.
Requirements:
- Immediate availability.
- Strong experience in banking operations and reference data management.
- Attention to detail and excellent problem-solving skills.
If you or someone you know are interested reach out to Nick on or on
Client Services Analyst
Posted today
Job Viewed
Job Description
Client Services Analyst
London
£38k - Bens - Bonus
You will only be considered if you have Investment or Wealth Management Client services experience
This role does not offer sponsorship
Job Description
The Client Services Analyst is responsible for delivering high-quality front-line support to Wealth Managers and their support teams. This includes resolving system-related queries, assisting with onboarding, and ensuring a seamless client experience through efficient use of internal platforms and tools. The role involves providing both remote and in-person assistance to ensure Wealth Managers can effectively use all operational systems to serve their clients.
Principal Duties
- Develop a deep understanding of core Wealth Manager systems and act as a trusted subject matter expert for all system-related inquiries.
- Serve as the first point of contact for Wealth Managers, providing timely and accurate resolutions to operational and system queries.
- Manage the Client Services inbox and phone line , ensuring all communications are handled promptly and in line with agreed service levels.
- Collaborate with internal teams to identify recurring issues and implement improvements to enhance system usability and the overall client experience.
- Support new Wealth Manager onboarding and orientation , including account setup, system configuration, and user familiarization.
- Produce and maintain clear documentation and workflows to streamline processes and improve efficiency for Wealth Managers.
- Monitor and communicate system enhancements or updates , ensuring users receive relevant guidance and support.
- Participate in testing and feedback sessions for system upgrades and new feature releases.
Essential Attributes
- Client-focused with strong communication and interpersonal skills.
- Analytical and detail-oriented with a problem-solving mindset.
- Strong time management and ability to balance multiple priorities.
- Collaborative and proactive in identifying process improvements.
- Proficient in Microsoft Office (Word, Excel, PowerPoint) .
- Basic understanding of the Financial Services industry and regulatory expectations.
Preferred Attributes
- Experience in a Client Services , Operations , Custody , or Training Support role within Financial Services.
- Familiarity with Wealth Management or trading systems such as IMiX or Advent.
- Confident communicator, comfortable presenting or supporting small groups in training or process reviews.
- Progress toward an IOC qualification or similar professional certification.