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Fund Transformation Delivery Analyst, London
Client:
Location:
London, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
4
Posted:
21.03.2025
Expiry Date:
05.05.2025
Job Description:
Fund Transformation Delivery Analyst
Hybrid Working – Local - London/Telford/Wythall – 1 day a week on site.
Lorien's leading banking client is looking for a Fund Transformation Delivery Analyst to join the existing team on a brand-new project.
This role is based in London/Telford/Wythall and will be via Umbrella.
Key Skills and Experience
* Using your knowledge and experience, assist key stakeholders in shaping the fund transformation delivery pipeline.
* Work with internal and external stakeholders to identify activities required for fund transformation and build out delivery runbooks to capture and track those activities.
* Develop strong relationships with key business stakeholders and external parties to ensure alignment with the overall goal of the transformation and to obtain their support in delivering the required outputs.
* Identify and escalate risks, issues, and dependencies that may affect the transformation and work with stakeholders to develop and execute mitigation plans.
* Develop appropriate documentation for engaging with external vendors to convey requirements and assess their capabilities.
* Build and maintain key artefacts to support the fund transformation, e.g., scoping document(s), process design documentation, etc.
* Use your knowledge of funds and the environments they operate within to help subject matter experts solve complex problems across different subject matters.
* Organise and lead workshops and solution sessions to focus planning specific deliverables or developing solutions and processes to address issues or gaps in the delivery.
* 5+ years working directly to support funds operations and/or fund changes within asset management or fund administration.
* An advanced understanding of the teams and tasks that support investment funds through all stages of the fund lifecycle, including launch, operation, change, and closure.
* An understanding of the different types of collective investment vehicles and how those differences can affect fund change.
* Regularly facilitate delivery meetings with 20+ stakeholders to progress deliverables or design solutions.
* Design, document, and agree on fund-related processes across various stakeholders’ teams.
* Track record of identifying fund implementation issues and evidence of leading/developing a solution to resolve such issues.
* Experience with previous complex deliveries involving disparate internal and external stakeholders, each with their own priorities and skill sets.
* Worked in an environment supporting multiple simultaneous deliveries requiring active prioritisation of workload and deliverables to meet tight deadlines.
* Produce simple documents outlining project requirements to vendors and elicit their responses in a structured and quantifiable manner.
* A track record of developing effective commercial and delivery relationships with third parties.
Technical Skills
* Proficient use of Microsoft Office 365 applications (Excel, Word, PowerPoint, etc.)
* Advanced knowledge and experience of using Microsoft Visio
* Experience using Microsoft Teams software and utilising key functionality (e.g., screen sharing, meeting whiteboard, etc.)
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