Analyst - Client Outreach

Belfast, United Kingdom
01 Oct 2022
31 Oct 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Client Outreach

Company: Treliant Capital Markers


Location: Belfast

Permanent/Contract: permanent

Who are we?

Treliant is a global consulting firm serving banks, mortgage originators and servicers, FinTechs, and other companies providing financial services. We are led by practitioners from the industry and the regulatory community who bring deep domain knowledge to help our clients drive business change and address the most pressing compliance, regulatory, and operational challenges.

We provide data-driven, technology-enabled advisory, implementation, and staffing solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of our clients.

Founded in 2005, Treliant is headquartered in Washington, DC, with offices in New York, London, Belfast, Northern Ireland and Łódź, Poland. For more information visit

About the role

The scope and nature of the projects on which you'll work will vary however, examples of duties/responsibilities include:
  • Ability to understand regulatory rulesets, in particular in the context of Brexit licensing
  • Analyze and dissect large data sets according to applicable rule requirements
  • Management of central project mailbox for both client and internal stakeholder query management, and scheduling of large-scale client outreaches
  • Respond to client questions and resolve any client related issues, maintaining a professional standard across all external communication.
  • Generation of metrics to track progress of project to include status of client onboarding, client query response times and key themes from mailbox queries.
  • Produce status reporting for senior audience on status and key themes of client and internal stakeholder queries.
  • Work with cross-functional stakeholders to ensure query responses and client-facing materials are in line with legal and compliance guidance

Who are we looking for?

Qualifications & Experience

A 2.1 degree in a Finance, Legal or STEM subject

1-3 years' experience of working on investment banking projects, either directly for an investment bank, or working for a 3rd party providing consulting/outsourced services to an investment bank

Experience either working on Client Outreach projects, or within a project that involved extensive interaction with clients

Confident communicating with management/stakeholders, producing reports and helping manage project lifecycles with relevant industry tooling

Strong MS Office skills (PowerPoint, Excel, Word)

Knowledge of regulations or regulatory driven projects would be a huge bonus, but not essential (e.g. KYC/AML, Brexit, IBOR, MiFID II, FRTB, EMIR etc.)

Professional Skills

Communication - advanced interpersonal & communication skills. Able to liaise confidently with senior stakeholders, either over the phone or via email

Team player - able to work well within dynamic and goal-focused teams

Process driven - able to become quickly proficient in new processes and systems

Detail-focused - very strong attention to detail

Multi-tasking - highly organized and able to balance various responsibilities simultaneously

Professionally skeptical - able to identify and flag up anomalies for review

Decision-making - strong decision-making in a fast-paced and pressurized environment

Commitment - strong work ethic and delivery focused

Why Treliant?

Career Development - We put an emphasis on personal and professional growth and provide all the training you'll need to become a highly skilled Treliant consultant, with programs covering Finance, Regulatory, Technology and Operational aspects of investment banking. On top of that, we also provide support in obtaining highly sought-after industry-recognised qualifications.

Clients - As a Treliant consultant, you will be working with some of the top clients in the financial services marketplace such as top tier Investment Banks. Our roles place you at the cutting edge of the projects on which you'll be working, and giving you the opportunity to learn from, work with and build relationships with the very best within those companies.

Rewards - Treliant offer our permanent staff an excellent compensation package, including generous Base Salary, Bonus, Holiday package, Private Medical Care, Pension Scheme, Gym Subsidy and Cycle to work.

Core Values - Whether you are a Client or an Employee, Treliant wants the best for you. All our relationships are based on our Core Values: Innovation, Nurture, Solutions, Potential, Inclusiveness, Resilience & Evolution.

Diversity & Inclusion - We value inclusiveness and aspire to reflect this in our workforce. We welcome applications from people from all sections of the community, irrespective of ethnicity, gender, age, disability, sexual orientation, religion or belief.

Right to Work

Treliant Capital Markets is not in the position to provide sponsorship for this current position and so applicants must be able to work in the United Kingdom without requiring sponsorship.

Please note, Treliant Capital Markets receive a high volume of applications for all roles.  While we will endeavour to respond to all applicants, this is not always possible. Should you not receive a response to your application within 2 weeks, it is likely that you have been unsuccessful on this occasion.  However, we would like to retain your details on our systems for 6 months and may contact you should another potentially suitable vacancy arise.