At a Glance
- Tasks: Lead daily operations and manage projects to enhance client servicing.
- Company: Dynamic firm focused on client success and operational excellence.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for mentorship and career growth in a supportive team.
- Why this job: Be a key player in improving processes and making a real impact.
- Qualifications: Bachelor’s degree in Accounting, Finance or Business; 4+ years of experience.
The predicted salary is between 45000 - 55000 £ per year.
Operations Delivery Leads play a crucial role in ensuring smooth daily operations within the Client Servicing division, flexing to meet the needs of team members and clients. They are responsible for managing projects across the department that address key business issues; being viewed as problem solvers and technical domain experts by the team. ODLs have an eye towards continuous improvements, working to identify inefficiencies and helping the department to scale operations. They set the standard for team delivery in daily objectives, challenging current measures to raise the bar on team goals.
Responsibilities:
- Acts as a subject matter expert on local regulatory and accounting topics.
- Collaborates directly with clients to build and own valuable relationships and ensure their success.
- Leads day-to-day delivery from Client Service team to clients by managing and prioritising team queues/client requests and coordinating resources.
- Monitors and analyses operational performance metrics such as efficiency, accuracy, and timeliness, preparing regular reports on operational performance and communicating the results to internal stakeholders and clients.
- Identifies and interprets trends and patterns in datasets to address problems at scale.
- Consistently supports process automation initiatives to improve efficiency metrics.
- Acts as mentor and coach to the wider team by providing ongoing training and development on internal systems, processes, and technical topics.
- Works across the department to develop operational priorities, recommending and driving solutions in support of agreed business objectives and goals.
- Owns complex client queries and project work on behalf of the department, mobilising departmental resources when necessary.
Required Skills:
- Strong domain understanding of the Clearwater system including reports, customisation, statements, dashboards, report manager, formulas, advanced grouping, and filtering.
- Familiar with the core offering of Accounting, Compliance, Risk, and Performance reports.
- An understanding of broad areas of specialisation; one area of deep domain knowledge (e.g., accounting, cashflows, performance, compliance, AM tools, etc.).
- Demonstrated experience of process improvement and mentorship/coaching.
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organisational and interpersonal skills.
- Exceptional problem-solving abilities.
Education and Experience:
- Bachelor’s degree or higher in Accounting, Finance or Business-related degree.
- Accounting qualification preferred (i.e. ACCA, CA, ACA).
- 4+ years of relevant experience.
Operations Delivery Lead in Edinburgh employer: Clearwater Analytics
As an Operations Delivery Lead, you will thrive in a dynamic work environment that prioritises collaboration and continuous improvement. Our company fosters a culture of mentorship and professional growth, offering ample opportunities for skill development and career advancement. Located in a vibrant area, we provide a supportive atmosphere where your contributions directly impact client success and operational excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Delivery Lead in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Clearwater Analytics. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operations Delivery Lead in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Clearwater Analytics.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Clearwater Analytics's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Clearwater Analytics
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clearwater Analytics.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Clearwater Analytics will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Clearwater Analytics employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
