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For Companies At a Glance
- Tasks: Join us as a Transformation Office Analyst, overseeing product quality and governance.
- Company: Rathbones is a trusted wealth management firm dedicated to responsible investing for clients and society.
- Benefits: Enjoy a diverse workplace, meaningful work, and opportunities for personal growth.
- Why this job: Be part of a passionate team making a real impact in the wealth management sector.
- Qualifications: Detail-oriented with strong analytical skills; experience in project management is a plus.
- Other info: We welcome applicants from all backgrounds and are committed to inclusivity.
The predicted salary is between 36000 - 60000 £ per year.
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
The Role
A key role within the Product and Transformation Office responsible for partnering across the Product & Transformation team to provide benefits oversight, quality assurance, standards, principles, process, RACI required to support the Product and Transformation portfolio. Supporting the HTPO and their leadership team with governance guidance, quality assurance and partner across the Product teams to support capability of our products and programmes.
Outcomes of the Role
- Prioritisation
- Planning
- Quality Assurance
- Financial and Benefits Management
- Framework and Tooling oversight to support and align with external controls and audit as defined within across the Product and Transformation office
- Risk and Control Management Reporting
- Stakeholder Management
Demonstrable experience and understanding of Portfolio Management, process frameworks, management systems (incl. KPI-definition, controlling and reporting system), strategic alignments/prioritisation, resource and demand planning. Demonstrable experience of applying quality assurance principles to product and transformation governance and delivery.
Support the P & T office to:
- Support the execution of Product & Programme capability and governance strategy.
- Support the Reporting and Governance Manager across boards, executives and regulatory commitments and holistic oversight and reporting across the P & T function.
Knowledge, Skills and Experience
- Demonstrable detail-oriented, analytical and problem-solving mindset ideally with strong numerical academics.
- Ability to proactively contribute, deliver and work towards Product & Transformation office best practice processes & procedures.
- Ability to influence, engage and collaborate with a diverse range of personalities.
- Excellent interpersonal and articulate communication skills, including ability to negotiate successful outcomes.
- Must be a self-starter, a team player, and be able to multi-task in a fast-paced environment.
- Acts with integrity.
- Analytical and planning skills coupled with an independent, objective and process-oriented way of working.
- Able and confident to challenge assumptions and probe detail.
- Experience as part of an Exec facing transformation / programme management function.
- Experience of managing projects and/or products.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus. We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities.
Transformation Office Analyst employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transformation Office Analyst
✨Tip Number 1
Familiarise yourself with the principles of portfolio management and quality assurance. Understanding these concepts will help you engage in meaningful conversations during interviews and demonstrate your knowledge of the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those involved in transformation and product management. This can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your experience with stakeholder management and how you've successfully influenced outcomes in previous roles. This is crucial for the Transformation Office Analyst position, as collaboration is key.
✨Tip Number 4
Research Rathbones' values and recent initiatives in responsible investing. Being able to articulate how your personal values align with theirs can set you apart from other candidates and show your genuine interest in the company.
We think you need these skills to ace Transformation Office Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management, quality assurance, and stakeholder management. Use specific examples that demonstrate your analytical skills and problem-solving mindset.
Craft a Compelling Cover Letter: In your cover letter, express your passion for responsible wealth management and how your values align with Rathbones'. Highlight your ability to influence and collaborate with diverse teams, as well as your experience in transformation or programme management.
Showcase Relevant Skills: Emphasise your detail-oriented approach and your experience with financial and benefits management frameworks. Mention any tools or systems you are familiar with that support governance and reporting, as these are key aspects of the role.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for the Transformation Office Analyst role.
How to prepare for a job interview at Rathbone Brothers
✨Understand the Role
Make sure you have a clear understanding of the Transformation Office Analyst role. Familiarise yourself with key responsibilities such as prioritisation, quality assurance, and stakeholder management. This will help you articulate how your skills align with their needs.
✨Showcase Analytical Skills
Prepare to discuss your analytical and problem-solving abilities. Be ready to provide examples from your past experiences where you've successfully applied these skills, especially in a project or product management context.
✨Demonstrate Interpersonal Skills
Since the role involves collaborating with diverse teams, highlight your interpersonal and communication skills. Share instances where you've effectively engaged with different personalities to achieve successful outcomes.
✨Emphasise Integrity and Values
Rathbones values integrity and client service highly. Be prepared to discuss how you embody these values in your work. Share examples that demonstrate your commitment to ethical practices and delivering results.
