Project Manager - Business Analyst £720.50 p/d Umbrella Inside IR35 Edinburgh Hybrid, 3 days per week 6 months
Role Summary:
This role is responsible for E2E project management and delivery of the client on-boarding and change projects in Securities Services achieving the agreed scope, time, cost and quality outcomes for the client. The role provides for Project Management support within Europe, across Fund Administration, Transfer Agency, Middle Office, Global Custody and Trustee Services areas. The role will also include line management responsibilities for a team of Project Managers based in the same location.
Key Accountabilities
- Manage the end to end on-boarding of Clients in accordance with the Project Governance, Methods, competencies and change management frameworks
- Project definition and business case development (scope, objectives, dependencies, Costs, assumptions, acceptance criteria, issues and risks) and approvals
- Provide a single ‘change' point of contact and coordination point for key clients and internal stakeholders to achieve project outcomes
- Ensure the integration of all business functions to enable operational/ business readiness in the delivery of the solution
- Develop and baseline a detailed project plan to support required deliverables, activities, resource allocations and project interdependencies
- Develop and implement the required project governance structures including Project Steering Committees, working groups, escalation and decision pathways
- Manage overall resource forecasting and planning function
o Work with related teams to identify resources including key competencies, resource allocation and phasing
o Track the utilisation of resources in line with line/team managers
o Develop work plans and ensure clear deliverables in place and delivered
o Ensure resource forecasts are accurate and complete
- Implement project controls and reporting
o Develop manage and report project budget and stage gate approvals
o Report on actuals and forecast against plan and manage under/overruns and changes correctly
o Develop benefit realisation plan and coordinate reporting
o Produce, review and approval of project deliverables and documentation in line with methodologies
o Define effective business requirements and ensure signoff, aligned with SS standard
o Define detailed testing activities and controls
- Implement concise project reporting of decisions points, risks, issues, status and costs
o Ensure Clarity records are an accurate reflection of the status and stage gate of the project
o Understanding of regulatory and compliance environment and requirements
- Control, manage and report risks, issues dependencies and changes in scope
o Identify, analyse and mitigate dependencies, risks and issues
o Implement the change control processes to manage internal and external scope changes and impacts
- Integrate SS Business Strategies and operational design into actionable deliverables and change management activities
- Work with senior management and stakeholders to devise client review strategy to achieve optimization of client profile and profitability
- Integrate SS Business Strategies and operational design into actionable deliverables and change management activities
- Work with senior management and stakeholders to devise client review strategy to achieve optimization of client profile and profitability
Knowledge & Experience
- At least 8 -10 years relevant experience in change management or migration projects in securities / fund administration / fund middle office.
- University graduate preferably in business administration, information technology or a similar discipline
- Solid knowledge of Fund Accounting, Transfer Agency and Middle Office Vendor product – MultiFonds, Markit EDM, XSP, etc. are definitely an advantage
- Demonstrates an in-depth knowledge of the securities market and the associated market infrastructure for Fund Administration, Fund Middle Office and Custody business
- General awareness of business, regulatory and technology change within investment management is essential.
- Good technical aptitude, including excellent knowledge in Microsoft Office, Microsoft Project and Excel macros
Capabilities
- A solid understanding of business change techniques including the application of industry-standard methodologies, techniques, complex modelling, and scenario planning.
- Strategic mind-set, with strong conceptual, creative and analytical content.
- Energetic, results focused, change agent, with a strong work ethic.
- Self-motivated with the ability to think, and act, independently and able to work under pressure to meet project deadlines
- Team player and people motivator.
- Excellent interpersonal, communication, analytical, creative problem solving, collaborative and influencing skills
- Excellent relationship management and networking skills to work with stakeholders across business divisions and geographies
- Must be a good communicator – verbal and written by English; Mandarin speaking also preferable
- Must be able to multi-task and be able to prioritise effectively.