Wealth Tech Operations Analyst
2 weeks ago
Key Responsibilities
Project Phase
- Participate in the project to establish company iHub platform, being responsible for the Operations Target Operating model and processes
- Gain a deep knowledge and understanding of the iHub proposition and client requirements.
- Work closely with 3rd party providers to articulate detailed requirements and ensure these are delivered against.
- Test and monitor the performance of the iHub platform to ensure operational efficiency and security.
- Work with the project team to address any issues arising from iHub technology, processes and systems, including investigating problems, identifying root causes, and implementing solutions to prevent recurrence.
- Ensure Operational readiness ahead of Go-Live and manage the Early life support post go live of the iHub platform.
- Collaborate with various stakeholders including Technology, Compliance and external vendors to ensure we deliver an E2E solution.
BAU Ongoing Operations
- Oversee ongoing operations of the platform and maintain seamless interactions with clients.
- Manage and resolve distributor/ third party queries efficiently and effectively.
- Collaborate with the Proposition team to drive ongoing enhancements and capabilities on the platform.
- Coordinate and manage changes with third-party service providers.
- Generate internal Management Information (MI) reports to track operational usage and performance.
- Providing assurance to clients that the platform is operating in line with expectations
- Supervise and liaise with third-party service providers to ensure smooth operations and adherence to service level agreements (SLAs).
- Continuously seek opportunities to improve operational efficiency and effectiveness within wealth management processes, including streamlining workflows, automating tasks, or optimizing system configurations.
- Working closely with the Proposition teams on client opportunities to grow the usage and profitability of the platform.
- Being responsible for the ongoing development of our operating model and the delivery of new capabilities to support new clients.
Skills and experience
- University degree or the equivalent in professional qualification
- Minimum 4-5 years' experience in operations, technology, project management and business analyst roles in the asset/wealth management industry
- Strong knowledge of the asset/wealth management business and products.
- Candidate should be self-motivated, dynamic and have a proven track record of working under pressure.
- Strong communication, interpersonal and organizational skills are key and the Candidate needs to be able to work independently and interact with stakeholders at all levels.
Other information
Contract for 10months project, subject to extension or conversion.
Tell employers what skills you haveWealth Management
Asset Management
Streamlining
Data Analysis
Asset Management System
Assurance
Service Level
Data Collection and Analysis
Compliance
Project Management
Asset management, experience
Working Under Pressure
Business Analyst
Asset Management Solution
Software Asset Management
web technology
Able To Work Independently
Business Requirements
Digital Asset Management
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