At a Glance
- Tasks: Design and deliver engaging training programmes for investment reporting transformation.
- Company: Join a dynamic team in a high-profile finance transformation project.
- Benefits: Collaborative environment, opportunity to shape learning strategy, and work with experts.
- Other info: Opportunity for career growth in a supportive and innovative setting.
- Why this job: Make a real impact by simplifying complex concepts for diverse audiences.
- Qualifications: Experience in training design, strong finance knowledge, and excellent communication skills.
The predicted salary is between 50000 - 60000 £ per year.
We are seeking an experienced Training Lead to support a major Investment Reporting transformation programme. This is an exciting opportunity to play a key role in designing and delivering a comprehensive learning curriculum that enables colleagues to successfully adopt new reporting processes, systems, and controls.
The successful candidate will work closely with Finance technical teams, SMEs, project stakeholders, and business leads to translate complex investment reporting concepts into engaging, accessible, and effective training solutions.
The Role
As Training Lead, you will be responsible for developing and delivering a structured learning programme that supports the successful implementation of new investment reporting capabilities and operating models. You will bridge the gap between technical and non-technical audiences, ensuring colleagues are fully equipped to operate confidently within the evolving Investment Reporting environment.
Key Responsibilities
- Learning Programme Design
- Design and develop a multi-module learning programme covering core investment reporting topics including:
- Investment Reporting
- Complex Reporting
- Asset Validations
- Clearwater Analytics
- Solvency Reporting
- Credit Risk Reporting
- Define clear learning objectives aligned to future-state (“To-Be”) business processes and operating models
- Translate technical requirements into engaging, audience-appropriate training content
- Training Content Development
- Create high-quality learning materials including:
- E-learning modules
- Scenario-based exercises
- Process walkthroughs
- Data flow demonstrations
- Ensure all content accurately reflects new systems, controls, reconciliations, integrations, and reporting outputs
- Collaborate with SMEs, data specialists, and Finance technical teams to validate training accuracy
- Develop and maintain digital learning modules using Elucidat
- Stakeholder Engagement
- Partner with project managers, business leads, SMEs, and vendors to gather requirements and shape training solutions
- Present training approaches clearly and effectively to stakeholders
- Gain alignment and approval for curriculum design and learning materials
- Training Delivery & Support
- Coordinate pilot sessions and learner feedback activities
- Continuously improve training content based on feedback and user experience
- Support deployment and readiness activities across the programme
- Governance & Quality
- Ensure all learning materials meet governance and documentation standards
- Maintain audit-ready training records, version controls, and evidence of delivery
- Monitor and assess training effectiveness through feedback and performance metrics
Skills & Experience Required
- Technical Knowledge
- Strong understanding of investment assets, classifications, lifecycle events, and investment data flows
- Knowledge of:
- IFRS reporting
- Solvency II investment QRTs
- Credit risk reporting
- Familiarity with analytics systems and ERP platforms used within investment or financial reporting environments
- Learning & Development Expertise
- Proven experience designing structured technical learning programmes
- Ability to simplify complex technical concepts for diverse audiences
- Experience creating engaging learning content across multiple formats
- Strong communication, stakeholder engagement, and influencing skills
- Experience using Elucidat or similar e-learning authoring tools is highly desirable
Why Join?
- Opportunity to work on a high-profile transformation programme
- Collaborative environment with senior stakeholders and technical experts
- Chance to shape learning strategy within a complex investment reporting function
If you are an experienced Training Lead with a strong Finance or Investment Reporting background and a passion for creating impactful learning experiences, we would love to hear from you.
Training and Development Lead in York employer: MarkJames 🌍
Join a dynamic team in York where your expertise as a Training and Development Lead will be valued in a high-profile investment reporting transformation programme. We foster a collaborative work culture that encourages innovation and professional growth, offering you the chance to shape impactful learning strategies while working closely with senior stakeholders and technical experts. With a focus on employee development and a commitment to excellence, this role provides a unique opportunity to make a meaningful impact in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Training and Development Lead in York
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment reporting sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to training and development. Think about how you can showcase your experience in designing learning programmes and simplifying complex concepts. We recommend doing mock interviews with friends or using online platforms to get comfortable.
✨Tip Number 3
Showcase your skills through a portfolio! Create a digital portfolio that highlights your previous training materials, e-learning modules, and any successful projects you've led. This will give potential employers a clear view of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Tailor your application to highlight your relevant experience in investment reporting and training delivery, and make sure to follow up after submitting your application to show your enthusiasm.
We think you need these skills to ace Training and Development Lead in York
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Training Lead. Highlight your experience in designing learning programmes and your understanding of investment reporting. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've simplified complex concepts for diverse audiences, just like we need for this position.
Showcase Your Technical Knowledge:Don’t forget to mention your familiarity with investment assets and reporting standards like IFRS and Solvency II. We’re keen on candidates who can bridge the gap between technical and non-technical audiences, so make that clear in your application!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at MarkJames 🌍
✨Know Your Stuff
Make sure you brush up on investment reporting concepts and the specific tools mentioned in the job description, like Clearwater Analytics. Being able to discuss these topics confidently will show that you're not just familiar with the jargon but can also translate it into practical training solutions.
✨Showcase Your Training Skills
Prepare examples of previous training programmes you've designed or delivered. Highlight how you simplified complex concepts for different audiences. This will demonstrate your ability to create engaging content and your experience in learning and development.
✨Engage with Stakeholders
Think about how you would approach collaboration with project managers and SMEs. Be ready to discuss how you gather requirements and shape training solutions based on stakeholder feedback. This shows that you understand the importance of alignment and communication in a training role.
✨Feedback is Key
Discuss how you’ve used learner feedback to improve training content in the past. Mention any metrics or methods you’ve employed to assess training effectiveness. This will highlight your commitment to continuous improvement and ensuring that training meets governance standards.
