UKI Private Equity CRM- Senior Associate
EY
EY
Join EY as a Senior Associate in our UKI Private Equity team, where you'll contribute to building a better working world. This role supports business leaders through crucial reporting, data analysis, project coordination, and operational management. You will be instrumental in monitoring and managing independence compliance for major UK-headquartered Private Equity entities, ensuring adherence to global and firm-specific regulations for all engagements and business relationships.
Success hinges on your sharp analytical skills, meticulous attention to detail, and ability to communicate effectively with stakeholders. Your insights will be vital for protecting the firm and facilitating informed decision-making.
Key responsibilities include supporting Quarterly Independence Summary Memo (ISM) procedures, conducting initial reviews of memos and supporting documents, and establishing structures to ensure PE account teams meet regulatory requirements.
You will reconcile systems for accurate account structure reflection, monitor press and industry announcements for relevant acquisitions and disposals, and support Public and Private Company Independence Procedures. Additionally, you'll address general independence queries related to PE accounts and engage with stakeholders at a high level.
Collating action points from leadership meetings and driving their execution, along with program/project coordination and handling ad hoc projects, are also integral parts of this role.
To excel in this role, you should possess strong skills in designing interactive dashboards and reports, with the ability to present data effectively to derive valuable business insights. You must be capable of working independently, taking ownership of projects from start to finish, and demonstrating business acumen with adaptability to evolving customer expectations.
A quick learning aptitude is essential to grasp project intricacies swiftly. A high degree of professionalism, integrity, and utmost attention to detail, particularly concerning numbers and formatting, are critical. Advanced MS Office skills, especially in Excel and PowerPoint, are required.
Ideally, candidates will have a graduate or post-graduate degree in Business Administration, Information and Data Science, coupled with 3-6 years of experience in professional services. Excellent communication and collaboration skills are necessary for effective cross-functional teamwork. Experience with Power BI, PowerApps, Power Automate, or Alteryx is highly desirable, as is experience with secondary research tools and content management platforms like SharePoint. While not essential, Private Equity/Investment Banking industry experience is a plus.
EY Global Delivery Services ( EY GDS)
Financial Services