06 Sep
|
M5Wealth
|
Thane
ABOUT M5WEALTH
M5Wealth is a cross-border wealth management infrastructure platform headquartered in London.
We work with private banks, wealth managers and family offices across major wealth centres in Asia, the Middle East and Europe.
We operate in a particularly interesting product setting. Our clients manage sophisticated businesses involving multiple asset classes, entities, custodians, partners, systems, users, regulations and geographies and the problems we encounter are rarely textbook Product Management problems. They are real business problems.
ROLE OVERVIEW
If you are someone who gets restless when a number doesn't add up, and doesn't stop until you know why, this role may be for you.
You may already be a Data Analyst, a Portfolio Operations Analyst, or a Reconciliation Specialist. Or perhaps you're on the data or integration side of a WealthTech platform, sitting in the back or middle office of a bank or wealth manager and increasingly find yourself asking questions that go beyond just fixing the ticket in front of you.
This role sits exactly at that intersection of figuring out whether something is really a data problem or a process issue three systems downstream, fixing things at the source instead of correcting them manually every week, and asking whether a gap you're seeing in one client's data is actually a pattern across many.
Get the mapping right once, and every future client onboards faster.
As M5Wealth grows internationally, you will have the opportunity to work increasingly close to global clients, Product and Technology teams, with the potential to take on larger products, client segments and markets.
RESPONSIBILITIES
- As a Data Integration Specialist, you will work across the full data lifecycle for our wealth management clients in Asia and Europe:
Integration → Data Forensics → Portfolio Diagnostics → Client Engagement → Product Input
- You'll work with wealth managers and family offices whose data is scattered across custodians, fu
📌 Portfolio Reconciliation Analyst (Thane)
🏢 M5Wealth
📍 Thane