Fund Transformation Delivery Analyst - UK

FDM is a global business and technology consultancy seeking a Fund Transformation Delivery Analyst to work for our client within the finance sector. This is initially a 12-month contract with the potential to extend and will be a hybrid role that will be based in Edinburgh, London, Telford or Wythall.

Our client is seeking a Fund Transformation Delivery Analyst to join their Asset Management team. Working on initiatives led by the Fund Transformation Delivery Manager, you will have a thirst for solving complex fund delivery issues by working with a geographically diverse group of internal and external stakeholders. You will work with the legal team to update fund related legal documentation, obtain, and interrogate relevant trading data to support decisions on the best approach to asset consolidation and engaging with the client’s external operational partners to ensure they are ready to support any changes being delivered.

Responsibilities

• Using your knowledge and experience, assist key stakeholders in shaping the fund transformation delivery pipeline
• Working with internal and external stakeholders, identify activities required to be executed as part of a 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 are likely to affect the transformation and work with stakeholders to develop and execute mitigation plans
• Develop appropriate documentation to be utilised when 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

Requirements

• 5+ years working directly to support funds operations and / or fund changes within asset management and or fund administration
• An advanced understanding of the teams and tasks which 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 an appreciation of the differences that exist between them and how those differences can affect fund change
• Regular facilitation of delivery meetings with 20+ stakeholders to progress deliverables or design solutions
• Design, documentation and agreement of fund related processes across a number of different stakeholders teams
• A knowledge of regulations that apply to pooled investment vehicles and how these may impact the Fund Transformation journey
• 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 of that programme (e.g. screen sharing, meeting whiteboard etc)

Why join us?

• Career coaching and access to upskilling throughout your entire FDM career
• Initial upskilling pre-assignment that has been accredited by TechSkills
• Assignments with global companies and opportunities to work abroad
• Opportunity to obtain certifications from Microsoft, Salesforce, Cisco and more
• Access to the Buy As You Earn share scheme

About FDM

We are a business and technology consultancy and one of the UK's leading employers, recruiting the brightest talent to become the innovators of tomorrow. We have centres across Europe, North America and Asia-Pacific, and a global workforce of over 4,000 Consultants. FDM has shown exponential growth throughout the years, firmly establishing itself as an award-winning employer and is listed on the FTSE4Good Index.

Diversity and Inclusion

FDM Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, national origin, age, disability, veteran status or any other status protected by federal, provincial or local laws.