Project Manager / Business Analyst – Tax Change Initial contract until end of 2024 Edinburgh / Hybrid £565.10 p/d
Job Brief:
The role will be assigned to change initiatives within Strategic Execution Regulatory, Tax and Mandatory (RTM) portfolio delivery team, dependent on current demand and priorities. It is expected that this role will focus on supporting Tax Change initiatives.
The objective of the RTM portfolio within Strategic Delivery is to safeguard the Securities Services (SSv) business globally and ensure we remain at all times within compliance requirements so we can continue to operate. The composition of the portfolio is driven by changes either in (1) external regulatory and tax compliance requirements, or (2) by market driven change (such as IBOR or the SWIFT ISO standards), or (3) by Group/GBM/SSv mandated programmes of work (such as NFRO).
In all instances these changes will typically impact the Securities Services business across multiple product lines and/or countries and regions and hence require support from the central RTM Portfolio to co-ordinate, manage and implement the resultant change.
Immediate focus for this role will be on the delivery of Tax Change projects across a variety of Product lines. An understanding and knowledge of the following areas will be beneficial: Tax Change, Fund Admin, Transfer Agency and Custody. Experience of being able to work independently and a willingness to support and lead key elements of business analysis activity would be important to success in this role.
Role Purpose:
The projects will involve the management of multiple work streams and resources from within the Reg change delivery team, as well as across the business sectors and technology change teams. Developing and maintaining strong working relationships internally and with client contacts and third parties is therefore a key component of the role, as is stakeholder management and the ability to communicate effectively across all levels of the organisation. For smaller scale projects the Project Manager will be expected to be able to undertake Business Analysis as required to ensure delivery progresses in line with agreed timescales.
A primary objective is to ensure projects are delivered within the timescales and to budget, highlighting and resolving issues as they arise. Additionally, a consistent and professional approach to project management is essential with particular attention to the risk profile of the project delivery and the subsequent operational model.
Key Responsibilities :
- To provide or support high quality project delivery services in line with the strategic objectives of the business.
- To own and lead on key elements of business analysis activity as necessary to support delivery.
- Programme/Project Set Up and Closure: Works with the business to define and agree project structure and benefits and to confirm that outputs and outcomes will support their realisation.
- Governance and Reporting: Creates, implements and operates within an appropriate governance framework which aligns to the wider Group governance framework.
- Planning and Finance: Defines detailed project delivery plan; drives progress against the project plan; understands, challenges and proactively manages the cost position; and acts to mitigate potential cost or time delays.
- Resource Management: Identifies and secures appropriate resources to work on the project; defines clear roles and responsibilities for all team members including specific responsibility for production of all deliverables.
- Stakeholder Management: Leads the management/delivery of change through establishing effective relationships with key stakeholders.
- To develop and maintain an excellent working relationship with business colleagues in support of project delivery
- To identify and mitigate project risks with an objective of zero defects once business transferred to the live environment; in addition to manage and mitigate the impacts of issues where they arise.
- Dependent on assignment, to manage and develop a team of staff who are responsible for supporting and facilitating delivery of projects either within the Department or as a collective project team from across the business.
- Risk: Continuously evaluates programmes/projects for financial and people risk and regulatory compliance and takes appropriate steps to mitigate.
Knowledge & Skills
- Ability to analyse and document business requirements and onward communicate to the project team
- Ability to plan and organise workload to meet deadlines, taking into account relative priorities and risk profile.
- Ability to lead key elements of business analysis as may be required (e.g. requirement solicitation, process mapping, data analysis)
- Ability to build and maintain good working relationships with colleagues, clients and third parties.
- Ability to communicate effectively in writing and verbally.
- Ability to work with minimal supervision but invoking escalation as appropriate
- Good inter-personal and influencing skills
- Strong team player capable of managing 360 degrees
- Self-motivated, proactive and delivery focused
- Effective time management and planning skills
- Flexibility and adaptability, depending on priorities
Experience:
- Significant demonstrable Project Management experience, with particular evidence of successful delivery and of being able to manage multiple work streams/projects concurrently
- Knowledge of Investment Accounting and Fund Administration
- Experience in business and process analysis and re-engineering
- Self-motivated and able to work independently, and under own initiative with a sense of ownership and accountability.
- Experience of planning and delivery of business change initiatives through complete project life-cycle.
- Must be a strong communicator both verbal and written with a comprehensive understanding of content and context.
- Displays good presentation skills and can tailor communication methods for the audience, environment and setting.