At a Glance
- Tasks: Design and deliver engaging training programmes for investment reporting transformation.
- Company: Join a dynamic team driving innovation in investment reporting.
- Benefits: Competitive pay, flexible working, and opportunities for professional growth.
- Other info: Collaborative atmosphere with a focus on continuous learning and development.
- Why this job: Make a real impact by empowering colleagues with essential skills in a transformative environment.
- Qualifications: Experience in training design and strong communication skills required.
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 and Development Lead in York employer: MarkJames ?
As a Training and Development Lead at our York location, you will join a dynamic team dedicated to fostering a culture of continuous learning and professional growth. We offer a collaborative work environment where your expertise will directly impact the success of our investment reporting transformation programme, alongside competitive benefits and opportunities for career advancement. Our commitment to employee development ensures that you will have access to resources and support that empower you to excel in your role and make a meaningful contribution to the organisation.
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 training sectors. Let them know you're on the lookout for opportunities, especially roles like Training Lead. You never know who might have the inside scoop on a job that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment reporting and training methodologies. We recommend creating a list of potential questions and practicing your responses. This will help you feel more confident and articulate when discussing how you can bridge the gap between technical and non-technical audiences.
✨Tip Number 3
Showcase your skills through a portfolio! If you've designed training programmes or materials before, compile them into a digital portfolio. This gives you a chance to demonstrate your ability to create engaging learning content, which is crucial for the Training Lead role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of exciting opportunities, and applying directly can sometimes give you an edge. Plus, it shows your enthusiasm for being part of our team at StudySmarter!
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 is tailored to the Training Lead role. Highlight your experience in designing learning programmes and any relevant training content you've developed. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about training and development, and how you can bridge the gap between technical and non-technical audiences. Let us know what excites you about this opportunity!
Showcase Your Collaboration Skills:Since you'll be working closely with various stakeholders, make sure to highlight your collaboration skills in your application. Share examples of how you've partnered with SMEs or project managers to create effective training solutions.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at MarkJames ?
✨Know Your Stuff
Make sure you understand the key concepts of investment reporting and the specific tools mentioned in the job description, like Clearwater Analytics. Brush up on your knowledge about complex reporting and asset validations so you can speak confidently about them during the interview.
✨Showcase Your Training Skills
Prepare examples of how you've designed and delivered training programmes in the past. Be ready to discuss your approach to translating technical information into engaging content, as this is crucial for the role. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Engage with Stakeholders
Highlight your experience in collaborating with various stakeholders, such as project managers and SMEs. Think of specific instances where you successfully gathered requirements or gained alignment on training solutions, as this will demonstrate your ability to work effectively in a team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's current training initiatives and how they envision the new learning programme. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
