Strategic Customer Success Manager, Financial Services
Writer
Junior Investment Analyst
Uncapped
full-time
Posted on:
Location Type: Hybrid
Location: London • 🇬🇧 United Kingdom
Visit company websiteJob Level
Junior
About the role
- Providing pre-investment support to the Investment Team - this will involve reviewing data provided by customers and ensuring that they are complete and meet our minimum requirements.
- Transferring relevant information from financial statements or bank statements into investment models and sense-checking model outcomes
- Supporting the due diligence of integrity & accuracy of data provided by customers - liaising with account executives and customers to ensure that the information is gathered and fit for purpose
- Documenting discussions and key actions coming out of the Credit Committee
- Developing knowledge of Uncapped’s investment approach to different business segments
- Participating in ad-hoc project work to improve our investment capabilities
- Assisting in the preparation of due diligence reports, performing KYC and KYB checks to verify businesses and assisting in tracking due diligence timelines and deliverables
Requirements
- Previous internship and work experience with a financial institution is a big plus
- Finance or accounting background
- Keen eye for details and the ability to follow processes diligently
- Numerate with good computer skills, with well-developed spreadsheet skills
- Can communicate effectively in English, both verbally and in writing
- Team player as well as able to work on your own initiative
- Ability to manage time, meet deadlines and prioritise
Benefits
- Unlimited holiday: we believe that well-rested and happy people make the best employees
- Competitive compensation plan
- Personal growth fund: Raise your game from great to spectacular
- The opportunity to make a big impact every day on the lives of European and US entrepreneurs.
- Workspaces in Warsaw, London, Atlanta and Toronto
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisdata reviewinvestment modelingdue diligenceKYC checksKYB checksspreadsheet skillsdata integritynumeracy
Soft skills
attention to detaileffective communicationteam playerinitiativetime managementdeadline managementprioritization
