--- title: 'Client Proposals & Regulatory Fund Reporting Analyst at Wisdomtree UK' canonical: 'https://feeny.ai/job/client-proposals-regulatory-fund-reporting-analyst-wisdomtree-uk-london-53c6ahazc18g' type: 'job' last_seen: '2026-09-16' --- # Client Proposals & Regulatory Fund Reporting Analyst at Wisdomtree UK - **Company:** Wisdomtree UK - **Location:** London, United Kingdom - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-09-15 - **Last confirmed live:** 2026-09-16 - **Apply:** https://jobs.lever.co/wisdomtree-2/d116f90f-575c-4816-a3af-cfb16e64c5d3 ## Job description WisdomTree was founded in 2006 with a passion for creating better ways to invest. Since then, our European business has grown in terms of our product set and AUM. Today we are the biggest independent ETP provider globally and offer one of the most innovative ranges of ETPs, covering commodities, currencies, equities, and fixed income. WisdomTree is seeking a highly motivated and detail-oriented candidate to join our Client Proposals and Regulatory Fund Reporting team. This entry-level position will support the team responsible for managing and completing client Due Diligence Questionnaires (DDQs) and producing regulatory fund reporting. The role will also involve enhancing and recommending improvements for internal processes and managing internal databases. The successful candidate will have familiarity and/or experience with the DDQ/RFI process, within financial services and will play a key role in the production of our client due diligence questionnaires and regulatory fund reporting. ## Key Accountabilities and Scope Client Due Diligence Questionnaires: - Contribute to writing, coordinating, and reviewing compelling responses to client DDQs, RFPs, and ad hoc due diligence requests across the full product range of WisdomTree in Europe. - Collaborate with and review responses from internal contributors and subject matter experts. - Engage with written sources to draft clear, concise due diligence responses, ensuring the material is complete, accurate, and maximises business opportunities. - Adhere to internal deadlines throughout the DDQ process, working with internal subject matter experts (SMEs) and third-party providers. - Meet external client deadlines by establishing priorities and due dates for client requests. - Refine materials to meet the unique needs of each client in collaboration with the Sales team, ensuring consistency with internal messaging and disclosure standards. - Adhere to established approval processes and standards for the completion of each DDQ client request. Regulatory Fund Reporting: - Assist in the production, publication and distribution of a diverse range of fund reporting files on a monthly, quarterly, and annual basis, as required by our clients and regulatory obligations. - Support the preparation and dissemination of key regulatory templates (TPT, EMT, EPT, EET) across UCITS, ETCs, and our wider product range, in collaboration with the ESG team. - Adhere to approval processes for all fund reporting files, in accordance with team policies and procedures. - Ensure reports are uploaded to the relevant internal systems successfully and help streamline the upload process to reduce manual effort. ## Skills and Qualifications - The successful candidate will have familiarity and/or experience with the DDQ/RFI process, within financial services and will play a key role in the production of our client due diligence questionnaires and regulatory fund reporting. - Experience in drafting and managing client DDQs and other client-facing or policy-related documentation in English. - Knowledge of, or capacity to learn, the frameworks of TPT, EMT, EPT and EET reporting. - Proficiency in Microsoft Excel, with the ability to manage data sets and perform data validation. - Detail-oriented, with strong attention to writing, editing, and translating investment and operational topics into client-friendly language, as well as accuracy in updating data reporting files. - Project management and communication skills, with the ability to manage multiple priorities and deadlines in collaboration with senior team colleagues. - Ability to work independently while contributing to the broader team's goals. About Us: WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform. Work Smart: Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement. Mission, Vision & Values: WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment. ## About Wisdomtree UK ## Company Overview - **One-liner**: WisdomTree is a global financial innovator that designs and manages a diversified suite of exchange-traded products (ETPs), models, and digital asset solutions for investors and financial professionals. - **Entity Type**: Public (NYSE: WT) – UK entity is a subsidiary of WisdomTree, Inc. - **Headquarters**: 1 King William Street, City of London, England EC4N 7AF - **Founded**: 2006 - **Founders**: Jonathan Steinberg (Founder & CEO) – not explicitly named in provided sources, but widely known as founder and CEO of WisdomTree, Inc. ## Core Business - **Primary industry**: Investment Management (Financial Services & Insurance) - **Target customers**: B2B (financial professionals, advisors, institutions) and B2C (individual investors) - **Mission/purpose**: To empower investors and consumers to shape their financial futures and to support financial professionals in better serving their clients and growing their businesses. Launch mission was "to create a better way to invest." ## Products & Services - **Exchange-Traded Products (ETPs)**: A range of over 300 ETFs and ETNs covering equities, commodities, fixed income, FX, and digital assets. Assets under management of approximately $66bn. - **Digital Asset Products**: Crypto-related ETPs and blockchain-based investment vehicles. - **Models & Solutions**: Portfolio models and custom solutions for wealth managers and institutions. - **Core Operations**: Product structuring, fund operations, portfolio management, collateral management, and market data dissemination. ## Market Standing - **Valuation/Market Cap**: Not publicly available from provided sources (WisdomTree, Inc. is listed on NYSE; check current market cap via financial sites). - **Key Metric**: $66bn in assets under management across more than 300 ETPs (as of job posting, 2025). - **Notable Investors/Partners**: Not detailed in provided sources. Public company; institutional ownership and partners include large asset managers, custodians, and authorized participants (e.g., BNP Paribas, State Street, JPMorganChase as talent sources). - **Growth Signals**: - UK-based workforce of 91 people (medium), +14.4% YoY headcount growth in Europe. - LinkedIn followers 24,002, growing 15% YoY. - Active product innovation in digital assets and AI-enabled workflows. - Recognised as a Great Place to Work® UK (95% positive employee experience). ## Competitive Advantages - **First-mover in digital asset ETFs** among traditional ETP issuers. - **Broad product range** across asset classes and structures (physical, synthetic, ETNs). - **Strong operational expertise** – the product operations team manages complex product lifecycle, pricing, and NAV processes across multiple jurisdictions. - **Inclusive culture** with high employee satisfaction (95% vs. 54% UK average). - **Public company stability** combined with innovation-focused growth. ## Strategic Focus - Continuing to expand digital asset and crypto-related products. - Investing in automation, AI-enabled workflows, and technology to improve operational efficiency. - Deepening relationships with financial professionals through models, education, and client proposals. - Growing European presence (offices in London and Dublin). ## Why Work Here - **Culture**: Certified Great Place to Work® UK – 95% of employees say it’s a great place to work. Inclusive, diverse workforce with employee-led Women’s Initiative Network (WIN) and Community & Connection Collective (C3). - **Work policy**: On-site roles in London (as per current job listings); some hybrid/remote flexibility may exist depending on role. - **Perks**: - Generous pension contributions (Europe) and 401k (US). - Robust parental leave. - Health & well-being programs. - Opportunities for cross-functional work (technology, product, operations, research). - **Engineering & tech culture**: Emphasis on automation, AI, and building scalable operational frameworks – ideal for those interested in combining finance with technology. - **Recognition**: Best Place to Work in Money Management (Pensions & Investments). ## Sources 1. [WisdomTree Careers](https://jobs.lever.co/wisdomtree-2?commitment=Full+Time) (lever.co) 2. [Great Place to Work UK – WisdomTree](https://www.greatplacetowork.co.uk/certified-company/1566866) 3. [WisdomTree Europe LinkedIn](https://uk.linkedin.com/company/wisdomtree-europe-etfs) 4. [WisdomTree Corporate Careers](https://www.wisdomtree.com/corporate/careers-at-wisdomtree) 5. [WisdomTree UK – Structuring Specialist Job Posting](https://jobs.lever.co/wisdomtree-2/62ac3509-ffff-4e55-9be0-9b6ecef9628f) ## Other roles at Wisdomtree UK - [Investment Partnerships Associate](https://feeny.ai/job/investment-partnerships-associate-wisdomtree-uk-london-6z0q687s0bkn) — London, United Kingdom - [Product Operations Structuring Specialist](https://feeny.ai/job/product-operations-structuring-specialist-wisdomtree-uk-london-y8q1pdkv1nfn) — London, United Kingdom - [Product Operations / Fund Operations Structuring Specialist](https://feeny.ai/job/product-operations-fund-operations-structuring-specialist-wisdomtree-uk-london-dycxnqcfvfxv) — London, United Kingdom / Dublin, Ireland - [Campaign Marketing Manager](https://feeny.ai/job/campaign-marketing-manager-wisdomtree-uk-london-1yzkbhs1cq5x) — London, United Kingdom - [Senior Sales Specialist, Asia](https://feeny.ai/job/senior-sales-specialist-asia-wisdomtree-uk-london-20pcr70k23qn) — London, United Kingdom - [ETF Sales Intern, France & Benelux](https://feeny.ai/job/etf-sales-intern-france-benelux-wisdomtree-uk-paris-0m0zn5r7trt9) — Paris, France