Financial Services

PMO Analyst – Wealth Asset Management

Published:
28th October 2022
Location:
United Kingdom
Category:
Job Type:
Salary:
£45,000 to £55,000

Description

We are working with a prestigious Family Office/ Wealth Management firm who are seeking a Business Analyst/ Project Management Officer with 1-2 years of experience within the Investment and Wealth Management industry. You will be joining their Middle Office who are responsible for Change and Transformation projects within the firm.

ACCOUNTABILITIES

  • Translating business requirements into required deliverables and demonstrating strong understanding of the investment & wealth management environment
  • Participating and leading working group meetings with senior stakeholders to support project delivery
  • Production of regular status updates as well as communication with key stakeholders
  • Distribution of reports, mass client communications and maintenance of distribution lists
  • Preparation of analysis and reports for various committee packs
  • Preparation of suitability, portfolio allocation analysis amongst others for compliance functions
  • Liaison and task management between Front office and Operations teams
  • Liaising with all stakeholders, including the Client Management team, Investment team, Middle Office, Risk & Compliance and Operations teams

QUALIFICATIONS AND EXPERIENCE

  • Educated to degree level or equivalent
  • Project Management/ Business analysis experience in delivering project objectives within the Financial Services industry.
  • Experience in a financial services environment, ideally Investment Management, Family Office or Wealth Planning.
  • Business analyst experience essential
  • Ideally have exposure to automating system project within Investment Management.
  • Good knowledge of regulatory frameworks and business practices

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Aisha Ishaq

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