Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team to shape fund transformation projects and engage with key stakeholders.
- Company: Work with a leading banking client in the financial services sector, known for innovation.
- Benefits: Enjoy hybrid working with just one day on-site and flexible work arrangements.
- Why this job: Be part of impactful projects that enhance fund operations and develop your professional skills.
- Qualifications: 5+ years in fund operations or administration, with strong stakeholder management experience.
- Other info: Opportunity to lead workshops and solve complex problems in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
Hybrid Working – Local - London/Telford/Wythall – 1 day a week on site.
Financial Services
Lorien's leading banking client is looking for a Fund Transformation Delivery Analyst to join the existing team on a brand-new project. This role will be via Umbrella, working in a Hybrid Model of 1 day a week on a local site.
Key Skills and Experience
- 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.
- 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.
- Track record of identifying fund implementation issues and evidence of leading/developing a solution to resolve such issues.
- Experience of previous complex deliveries involving disparate internal and external stakeholders each with their own priorities and skill sets.
- Has worked in an environment supporting multiple simultaneous deliveries which required active prioritisation of workload and deliverables to meet tight deadlines.
- Production of simple documents outlining the project requirements to vendors and to elicit their responses to our requirements in a structured and quantifiable manner.
- A track record of developing effective commercial and delivery relationships with third parties.
Technical Skills
- 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).
Fund Transformation Delivery Analyst employer: Impellam Group
Contact Detail:
Impellam Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fund Transformation Delivery Analyst
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience in fund transformation. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in fund operations.
✨Tip Number 2
Familiarise yourself with the specific tools and methodologies used in fund transformation projects. Being well-versed in Microsoft Visio and Office 365 applications will give you an edge, so consider brushing up on these skills before your interview.
✨Tip Number 3
Prepare to discuss your previous experiences in managing complex deliveries involving multiple stakeholders. Highlight specific examples where you successfully identified issues and led solutions, as this will demonstrate your capability to handle the responsibilities of the role.
✨Tip Number 4
Showcase your ability to build relationships by preparing to talk about how you've collaborated with both internal teams and external vendors in past roles. Emphasising your communication skills will be crucial in demonstrating your fit for this position.
We think you need these skills to ace Fund Transformation Delivery Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fund operations and transformation. Use specific examples that demonstrate your ability to manage complex deliveries and stakeholder relationships.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key skills mentioned in the job description. Explain how your background aligns with the requirements, particularly your experience with fund lifecycle processes and stakeholder management.
Showcase Your Technical Skills: Emphasise your proficiency in Microsoft Office 365, especially Excel and Visio, as well as your experience with Microsoft Teams. Provide examples of how you've used these tools in previous roles to support fund transformations.
Highlight Problem-Solving Abilities: Include specific instances where you've identified issues in fund implementation and successfully led solutions. This will demonstrate your capability to handle challenges and work collaboratively with diverse teams.
How to prepare for a job interview at Impellam Group
✨Showcase Your Stakeholder Management Skills
Be prepared to discuss your experience in managing relationships with various stakeholders. Highlight specific examples where you successfully aligned different parties towards a common goal, as this role heavily relies on collaboration.
✨Demonstrate Your Problem-Solving Abilities
Expect questions that assess your ability to identify and resolve issues within fund operations. Prepare to share instances where you tackled complex problems and the strategies you employed to find effective solutions.
✨Familiarise Yourself with Fund Lifecycle Knowledge
Brush up on your understanding of the fund lifecycle, including launch, operation, change, and closure. Be ready to discuss how these stages impact fund transformation and provide insights into potential challenges.
✨Prepare for Technical Proficiency Questions
Since the role requires proficiency in Microsoft Office 365 and Visio, be ready to demonstrate your skills. You might be asked to explain how you've used these tools in previous roles, so have relevant examples at hand.
