Y TREE
Asset & Liability Model Development Lead
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Asset & Liability Model Development Lead
Senior Asset & Liability Model Development Lead
at Y TREE – Restructured for Readability
About Y TREE
We are a rapidly growing WealthTech business re-defining how individuals and families connect and engage with their money. We empower clients to take control of their personal finances, enabling them to achieve their financial and life aspirations—with Financial Modelling at the core.
This proprietary modelling team employs intellectual rigor to shape our analytical frameworks, distilling complex financial realities into actionable, personalised insights powered by data. Our tools are built to be robust, scalable, and purpose-driven, offering the unifying logic that powers the entire client lifecycle.
Role Overview
The Asset & Liability Model Development Lead will spearhead the technical development, feature refinement, and precision of Y TREE’s core financial life projection engine. Responsibilities include:
- Designing and implementing advanced financial logic and executing software engineering frameworks.
- Translating business needs and client requirements into cutting-edge modelling capabilities.
- Managing the asset liability modelling (ALM) release pipeline while collaborating with Client, Product, and Development teams.
- Ensuring models align with continuous system updates, market changes, and client-facing demands.
Key Responsibilities
Strategic Financial Modelling
- Lead the integration of sophisticated financial models into Y TREE’s digital advice platform.
- Turn complex financial concepts into intuitive, user-friendly frameworks for clients and internal teams.
- Guarantee models are scalable, adaptive, and capable of handling ultra-high-net-worth (UHNW) complexities.
- Innovate alongside industry trends in advisory finance and financial strategy.
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Execution & Operations
- Architect and validate Y TREE’s calculation engine by establishing systems for data integrity and anomaly resolution.
- Partner with development teams to streamline ALM releases, ensuring precise parameter deployment.
- Define reliable, market-aligned updates of models to accommodate client demands.
Cross-Functional Collaboration
- Translate Client Team requests into clear, buildable specifications for the modelling engine.
- Work closely with Product teams to embed models within emerging features.
- Provide technical guidance on ALM assumptions and decision-making to internal stakeholders.
Research & Development
- Monitor industry innovations, financial modelling trends, and AI/ML applications in finance.
- Identify opportunities for competitive differentiation through advanced financial analytics.
About You
Experience & Background
- Up to 4 years in financial services, ideally in risk management or financial modelling.
- Degree in Finance, Economics, or a related field (Master’s degree or CFA sponsorship preferred but not required).
- Python coding proficiency, with advanced Excel skills for portfolio analytics.
Technical & Analytical Skills
- Experience in client-facing financial interactions (advantageous, but not mandatory).
- Deep knowledge of portfolio construction, investment risk management, and ALM frameworks.
- Strong analytical mindset with passion for solving complex financial problems.
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Mindset & Values
- Detail-oriented, collaborative—dedicated to delivering purpose-driven financial solutions.
- Embodies Y TREE’s ethos of intelligent, data-led advice and client-centric outcomes.
Why Work with Us?
Benefits
- Private Health Cover via Vitality Life, including:
- 50% off gym memberships.
- Exclusive wellness rewards programme.
- Mental health & wellbeing support through an Employee Assistance Programme (EAP).
- 25 days’ paid annual leave, guaranteed to be uninterrupted—no mental health or family-related deductions.
- Team socials with varied activities to foster work-life balance.
- Dog-friendly London office with breakout spaces, including silent booths.
- Pension contributions:
- Standard 3% employer contribution + enhanced salary-sacrifice options.
- Family-friendly policies, support for professional qualifications, and an electric vehicle scheme.
Culture & Diversity
We believe diverse perspectives build stronger teams. Please self-identify needs we can support during applications, and consider applying if you don’t meet every “requirement” but demonstrate transferable skills.
Note: Applicants are advised that sponsorship for this role is not available.
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