M&A Operations Assistant

An exciting opportunity for an experienced candidate to join our vibrant Global FINEX M&A community supporting the broking and private equity team based in London also supporting our global teams. Reporting to the Business Support and Head of M&A, the role includes a variety of pre and post placement tasks

The Role

Reporting

• Lead the preparation of regular / periodic updates, reports and analysis to assist M&A, Finex, LoB and CRB leadership

Client Onboarding

• Licensing validation
• Know Your Client (KYC) validation
• Sanctions screening
• Third party scorecards

Market Onboarding

• Market security approval requests

Client Records

• Broking application policy, filing application folder and Market Reform Contract (MRC) requests

Policy Servicing

• Claims information requests
• Market security validation
• Market Reform Contract (MRC) completion
• Query resolution
• Placing and billing information provision and client document requests

Finance

Assisting M&A Business Support in recording and reporting financial data

The Requirements

• Experience of broker or underwriter support, broking, or underwriting experience with strong technical knowledge of operations. 
• Strong organisational and attention to detail abilities, and flexibility to work in a performance driven environment managing multiple deliverables
• Proficiency in broking applications
• Ability to develop strong relationships quickly and maximise resources effectively to achieve goals 
• Proven success working in a fast paced, high-pressure environment and self sufficient
   

Equal Opportunity Employer 

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.