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City of London Contract Posted: Friday, 7 December 2018
Applicants must be eligible to work in the specified location

Business Analyst - Client Reporting

Location: City of London

Company Overview

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients' needs. That's why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £447 billion of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 4,100 people across six continents who focus on doing just this. We are a global business that's managed locally. This allows us to always keep our clients' needs at the heart of everything we do. For over two centuries and more than seven generations we've grown and developed our expertise in Tandem with our clients' needs and interests. Explore our interactive timeline to see how we've been shaping financial futures since our very beginnings as at 31 July 2018

Overview of Role

Business Analysts are responsible for supporting internal business customers to help deliver business change across a number of areas. You will be working closely with the Project Manager to help analyse requirements and shape project deliverables across the Global Product and Client Reporting Programme.

The Programme will define for Schroders' Products (Funds and separately managed accounts) a global industrial reporting platform with output standards across both digital outputs as well as traditional Word/PowerPoint/PDF formats:

Key Objectives of the Programme include:

  • "Operationalise" production and delivery
    • Common business processes across regions
    • Coordinated and unified umbrella of Product Reporting, leveraging a common infrastructure
    • Common reporting components for use across asset classes and regions (holistic approach)
  • Consistent global source of information for reporting (internal & external)
    • Move from tactical "on desk" data sources to strategic "golden source"
    • Create "golden source" data as needed ie disclaimer and commentary database
    • Support client customisation within our active management service proposition
  • Modernise delivery of information to clients: Digital First
    • Enable multiple delivery channels, including sending data to client's platforms for their analysis and reporting
    • Innovative commentary delivery (ie Podcast, video and natural language generation)
    • Present timely thought leadership and Franchise views
  • Reduce complexity and create synergies
    • Business process redesign to facilitate consistent standards globally across the franchise framework
    • Leverage Legacy reporting budgets to fund a strategic solution

Key Responsibilities

  • Requirements Gathering
  • Liaising with senior stakeholders within the business and technology teams
  • Data Analysis
  • Current state analysis
  • Definition of target state
  • Testing
  • User Training and Facilitation

Essential Skills/Experience

  • Excellent understanding of the Asset Management industry
  • Good knowledge of Client Reporting systems/processes
  • Ideally some Performance Measurement & Attribution (PMA) knowledge
  • Data Analysis/Management experience
  • Strong BA skills/techniques
  • Strong communication skills

Desirable Skills/Experience

  • Experience of working in an agile environment (preferably SAFe)
  • Experience of leading/mentoring junior members of the team
  • Experience working in an Operations environment
  • Experience of test planning/execution
  • Experience of both large and small scale change projects
  • Working knowledge of equities, Fixed Income & derivative asset classes
  • Relevant Business Analyst and/or Asset Management qualifications

Schroders is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

City of London, UK
6 M
Resource Solutions - Schroders
07/12/2018 12:15:06

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