Streamline Engagement Hub

Head of Data - Practice Lead / Director

London

Permanent

Full-time

Job ID:

38745

Published date:

30-11-2023

Summary

Here is a snapshot of their services across their Data and Investment Analytics solutions

Asset management data models

Integration of disparate data sets

Data transformation

ABOR and IBOR valuations and analytic merge

Client reporting

Internal reporting solutions

Data Visualisation

Enterprise-wide vendor data cost reduction analysis

Data integration to order management systems

ESG data investment process and reporting data integration including SFDR, sustainability frameworks, net zero frameworks, portfolio screening, company research etc

Aladdin data modelling (ADX, ADC) and extracts

Data Practice Lead / Director – Asset Management Consulting

£150k-£175k + Bonus, London (City, Hybrid)

Data practice lead sought by boutique, established and fast-growing Asset Management / FS Tech Consulting firm in the City. A newly created position to drive and build their expanding Data practice in London.

This is an outstanding opportunity for a Data focused Director with opportunity to build out the Data Practice and form a key part of the leadership team. As Director you will have broad knowledge of the experience and skills listed below whilst taking on the role of an entrepreneurial self-starter excited by the opportunity to build on the existing growth of the business.

As leader and head of the Data Practice you should have clear demonstrable experience of leading consultants in a Data practice. Here is a snap shot of the ideal candidate profile

Experience leading and building out a Data focused Consulting practice in Financial Services or Asset Management
In-Depth knowledge of the asset management datasets e.g typical structures of positions, trades, security masters, issuer hierarchy, sector classifications and typical challenges e.g look through
Experience working with client reporting solutions, combining IBOR and ABOR datasets
Able to manage and take accountability for the practice PnL, keeping track of the practise revenue margins
Develop practice strategies and priorities. Create clear long-term sales strategies focused on adding value to clients
Actively develop and protect the reputation of the business, creating a sense of pride and passion around the business.
Demonstrate and promote communicating with honesty, integrity, impartially and objectively.
Build a strong diverse network of professional relationships across the highest levels within the business, externally and with Non-Executive Directors.
Drive a performance culture across the practice which gives the team the space and authority to deliver objectives, whilst holding them accountable for outcomes.
A technical knowledge of most of the following: SQL – SQL Server, Snowflake, BI Tools – PowerBI, Tableau, Qlikview, Data transformation tooling for ETL / ELT in SQL, SSIS, Data Governance tools e.g Collibra

Data Practice Lead / Director – Asset Management Consulting

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Senior Manager - Management Consulting - Asset Management Platforms

London, United Kingdom

Permanent

Full-time

Job ID:

38733

Published date:

10-11-2023

Summary

Asset & Wealth Consulting – Asset Management Platforms

Senior Manager grade – UK Wide (hybrid working with 2 - 3 days in the office per week)

£70,000 to £105,000

Global Consultancy is looking to expand its FS Transformation practice with the appointment of a Senior Manager to help lead its Asset Management core platforms team.

This highly motivated team has an excellent track record of delivering high quality work to major international clients and has ambitious growth plans. Clients are primarily large multi-national organisations and can include Traditional & Alternative Fund Managers, SWF, Fund Service Providers, Prime Brokers and Custodians.

As a Senior Manager you are expected to manage your time between leading engagements, developing services to take to market and supporting business development in the Asset Management and Servicing area.

Engagements will include platform implementation, platform transition/migration, platform reviews, outsourcing implementations and cloud solutions. You will be working with leading vendor solutions such as Charles River/State Street ALPHA, BlackRock Aladdin and SimCorp Dimension.

Responsibilities will include:

Leading/supporting entire engagements which involve designing enterprise operating models and delivering enterprise transformation change projects
Identifying client needs and lead/manage proposals
Managing the financial aspects and achieving the core business KPIs of the engagement
Building trusted relationships with the client engagement sponsors and stakeholders
Be a role model / coach for more junior consultants
Lead/manage business development activities and the propositions brought to clients

Successful candidates will have:

Consultancy experience is essential, with strong experience in operating model design and large change projects
excellent business and technical knowledge of Asset Management platforms – such as Charles River / State Street ALPHA, BlackRock Aladdin, SimCorp Dimension, Bloomberg AIM and Amundi ALTO
good business knowledge across the Asset Management value chain – Front, Middle and Back office – and how they are impacted by core asset management platforms.
excellent track record with the implementation of at least three core Asset Management platforms.

excellent track record of >7 years as a Platform Implementation Programme/Project Manager or a Workstream Lead for large complex asset management projects involving market-leading asset management core systems as well as Stakeholder Management.

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Manager - Asset & Wealth Management Consulting - Alternatives

London, United Kingdom

Permanent

Full-time

Job ID:

38652

Published date:

02-11-2023

Summary

Asset and Wealth Management Consulting – Alternatives

Private Markets / Sovereign Wealth Funds / Real Estate / Infrastructure

Manager – UK wide

£50,000 to £70,000

Global Consultancy is looking to expand its Asset and Wealth Business Transformation Practice with the appointment of 3 Managers within its Alternatives team.

Business Transformation is at the centre of designing and implementing multi competency changes within client organisations through designing and implementing the right enterprise operating model or supporting them on their most complex of change programmes.

Engagements can include strategic reviews and redesign of operating models covering Private Equity Funds, Sovereign Wealth Funds and Real Estate businesses across Europe and America.

Responsibilities will include:

- Managing/leading workstreams within engagements to design enterprise operating models and deliver enterprise transformation change projects to a high standard
- Building relationships with key clients
- Identifying client needs and help propose solutions
- Managing the financial aspects and core business KPIs of the engagement
- Being a role model/coach for more junior consultants
- Support and manage business development activities and propositions

Selected candidates will have:

proven experience of operating model design and large change projects from within a consulting environment.
recent focus on Alternatives – Private Equity, Real Estate, Hedge Funds, Infrastructure
strong track record within Operation Model Design and Implementation
business knowledge of Private Markets platforms such as eFront, Mercatus, Yardi, etc
a track record of high-quality design and delivery success in the work you have undertaken to date and be able to articulate the business benefits of the work.

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Asset Management Consulting, Platforms - Aladdin, Simcorp, Charles River

UK wide

Permanent

Full-time

Job ID:

38656

Published date:

02-11-2023

Summary

Asset Management Consulting, Platforms (Charles River / State Street Alpha / BlackRock Aladdin / Simcorp Dimension / Bloomberg AIM)

UK wide. Hybrid working (2-3 days per week in the office)

Manager grade (£55k to £75k)

Global Consultancy is looking to expand its Asset Management Transformation practice with the appointment of Managers to its core platforms team.

Transformation is at the centre of designing and implementing multi competency changes within client organisations through designing and implementing the right enterprise operating model or supporting them on their most complex of change programmes.

This highly motivated team has an excellent track record of delivering high quality work to major international clients and has ambitious growth plans. Clients are primarily large multi-national organisations and can include Traditional & Alternative Fund Managers, SWF, Fund Service Providers, Prime Brokers and Custodians.

Engagements will include platform implementation, platform transition/migration, platform reviews, outsourcing implementations and cloud solutions. You will be working with leading vendor solutions such as Charles River/State Street ALPHA, BlackRock Aladdin and SimCorp Dimension.

Responsibilities will include:

Leading/supporting entire engagements which involve designing enterprise operating models and delivering enterprise transformation change projects
Identifying client needs and lead/manage proposals
Managing the financial aspects and achieving the core business KPIs of the engagement
Building trusted relationships with the client engagement sponsors and stakeholders
Be a role model / coach for more junior consultants
Lead/manage business development activities and the propositions brought to clients

Successful candidates must have:

experience in implementing/delivering Asset Management platforms within a Consultancy
proven experience of operating model design and large change projects
good business knowledge across the Asset Management value chain – Front, Middle and Back office – and how they are impacted by core asset management platforms.
excellent business and technical knowledge of Asset Management platforms – such as Charles River / State Street ALPHA, BlackRock Aladdin, SimCorp Dimension, Bloomberg AIM and Amundi ALTO.
excellent track record with the implementation of core Asset Management platforms.

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Technical Business Analyst - Commercial Lending Platform - ACBS

London

Permanent

Full-time

Job ID:

38725

Published date:

01-11-2023

Summary

Technical Business Analyst - Commercial Lending solutions - ACBS

£90k - £110k

London / Hybrid

Global Financial Technology provider is looking to hire a Solutions Consultant / Technical Business Analyst to work across its Commercial Lending Suite. This is a robust, integrated front-to-back-office solution with built-in workflow, analytics and reporting for the entire commercial loan process. It is a fast-paced, high growth area focusses on bringing maximum value to commercial banking customers.

Responsibilities:

Formulate and define system scope through your understanding of applicable business systems and industry requirements
Elicit, analyse, communicate and validate business/user requirements for processes, policies and information systems
Translate business needs/end-user requirements into functional specifications that describe what the system, process or product/service must do to fulfil the end-user/business requirements
Complete application acceptance, validate, modify and test configuration work and business workflow requirements
Deliver high quality solutions for implementations, conversions, migrations, upgrades and integration projects.

Essential experience required:

Proven Technical BA / Solutions Consultant experience
Extensive technical and business understanding of the commercial lending business and space. Experience with ACBS is essential.
Knowledge of end-to-end systems development life cycles, i.e., waterfall, agile, iterative and other modern approaches to software development
Proficiency in solutions design and requirements definition
Conceptual solution component models, business process models, use cases, etc.
Delivered high quality solutions for implementations, conversions, migrations, upgrades and integration projects.

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Project Manager - Software Implementation - Commercial Lending

London

Permanent

Full-time

Job ID:

38739

Published date:

01-11-2023

Summary

Senior Project Manager – Software Implementation – Commercial Lending software

£130,000

London / Hybrid (2 days per week in the office)

**Commercial Lending experience is essential**

Global Financial Technology provider is looking to hire 2 Project Managers to implement Commercial Lending software into external clients. The product suite is a robust, integrated front-to-back-office solution with built-in workflow, analytics and reporting for the entire commercial loan process. It is a fast-paced, high growth area focussing on bringing maximum value to commercial banking customers.

Responsibilities:

Plans and coordinates all aspects of projects from initiation through delivery.
Develops, defines and executes project plans, project scope, activities, schedules, budgets and deliverables.
Identifies resources for projects, defines and assigns major project roles.
Creates project charters to identify project scope, critical success factors, risks, etc.
Manages the project work plan and holds the team and project resources accountable to variances in budget and hours.
Interacts with sales, systems engineering, product development, and other members of cross-functional teams.
Manages project risks, issues/problems and activity progress to ensure project goals, e.g., deadline, scope and quality are achieved. Assists with problem resolution or risk mitigation as needed.
May include managing the customization of base products to meet client requirements

Experience required:

Extensive experience in the commercial lending space is essential
Must have experience of large scale software implementations
Knowledge of various types of IT project methodologies and life cycles, e.g., conversions, incremental, rapid delivery, classic or traditional waterfall phases of analysis, design, development, testing, implementation, and the correct project application
Advanced skill in the use of project management software to manage projects, e.g., MS Project
Demonstrated skill in managing project budgets
Excellent verbal and written communication skills and the ability to interact effectively with executive level clients

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Technical Business Analyst - Commercial Lending Platform (Amsterdam)

Amsterdam

Permanent

Full-time

Job ID:

38740

Published date:

01-11-2023

Summary

Bedrijfsanalist - Technical Business Analyst - Commercial Lending solutions

ACBS or Loan IQ

EUR 90k - EUR 120k + Bonus

Amsterdam / Hybrid

Bedrijfsanalist gezocht door mondiale fintech met ACBS- of LOAN IQ-ervaring

Global Financial Technology provider is looking to hire a number of Solutions Consultants / Technical Business Analysts to work across its Commercial Lending Suite. This is a robust, integrated front-to-back-office solution with built-in workflow, analytics and reporting for the entire commercial loan process. It is a fast-paced, high growth area focusses on bringing maximum value to commercial banking customers.

Responsibilities:

Formulate and define system scope through your understanding of applicable business systems and industry requirements
Elicit, analyse, communicate and validate business/user requirements for processes, policies and information systems
Translate business needs/end-user requirements into functional specifications that describe what the system, process or product/service must do to fulfil the end-user/business requirements
Complete application acceptance, validate, modify and test configuration work and business workflow requirements
Deliver high quality solutions for implementations, conversions, migrations, upgrades and integration projects.

Essential experience required:

Proven Technical BA / Solutions Consultant experience
Extensive technical and business understanding of the commercial lending business and space. Experience with ACBS or Loan IQ is essential.
Knowledge of end-to-end systems development life cycles, i.e., waterfall, agile, iterative and other modern approaches to software development
Proficiency in solutions design and requirements definition
Conceptual solution component models, business process models, use cases, etc.
Delivered high quality solutions for implementations, conversions, migrations, upgrades and integration projects.

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ESG Regulatory Change Business Analyst

United Kingdom

Permanent

Full-time

Job ID:

38746

Published date:

27-10-2023

Summary

ESG Lead Regulatory Change Analyst

Job Summary

You will have an exciting opportunity to help shape the build-out of Vanguard’s ESG offer and keep pace with the challenges of regulatory change. ESG is a constantly evolving space, with regulators working to build transparency, combat greenwashing and support the financial sector in its net-zero transition.

This role will help Vanguard assess the implications of ESG regulations, (ii) consider how to incorporate ESG considerations into our investment management, products, and stewardship activities and (iii) ensure appropriate disclosure of these activities in reporting deliverables. Ultimately this role will fulfil the mandate to successfully implement ESG regulatory change across our European business.

About Vanguard

Vanguard is an investment company unlike any other. It was founded by Jack Bogle in the US in 1975 on a simple but ground-breaking idea: that an investment company should handle its funds solely in the interests of its clients. Jack helped bring investing to the masses with the index fund. Index funds do not pick individual shares or bonds to beat the market. They supervise the performance of the entire market. Or as Jack put it, "Don't look for the needle in the haystack. Just buy the haystack!”. We have stood for low-cost, uncomplicated investing ever since. Over the last 45 years people have come round to our way of thinking and more than 30 million investors worldwide now trust us with their money.

Core Responsibilities

As a ESG Lead Regulatory Change Analyst, you will;

Lead ESG change workstreams, analysing regulation to understand the key implications, and plan, schedule, coordinate, and manage activities required to deliver the ESG project.
Collaborate closely with ESG representatives across IMG, Stewardship, PRD, OGC, Data, Distribution and Technology teams to understand where change is required to meet European regulatory requirements.
Produce detailed documentation to record requirements and prepare executive-level communications to summarise the high-level impact.
Lead workshops to design implementation solutions to incorporate ESG considerations across the business.
Mentor junior members of the team regarding best practice of business analysis and project management.
Develop, manage and execute project plans (working closely with programme managers) and define the roles and responsibilities of ESG stakeholders.
Benefit from coaching and mentorship from Vanguard Europe’s senior management within the Finance organization.
Gain a detailed understanding of ESG across the organisation and industry.

What it takes:

Minimum of four years related work experience, with experience in ESG, leading regulatory analysis and project management highly desirable.
Curiosity about ESG and a passion for sustainability.
Diligent, with a high attention to detail.
Able to think critically and strategically, navigate ambiguity and identify interdependencies.
Effective communicator, able to articulate challenges and solutions simply and clearly.
Able to see and understand the big picture, while being able to deep-dive into the detail.
Able to build and develop strong relationships across diverse partner teams.
Highly organised, and good at managing and influencing stakeholders.
A self-starter, able to independently identify and progress workstreams.
Ambitious and eager to develop your career in the ESG space.
Able to focus on strategic delivery with an ability to ‘join the dots’ across the organisation, especially against specific risk management, governance and board reporting requirements.

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Project Manager - Agile, Digital Transformation, Financial Services

Sussex

Permanent

Full-time

Job ID:

38712

Published date:

11-10-2023

Implementation Project Manager - Alternatives Software (eFront / Investran)

London

Permanent

Full-time

Job ID:

38744

Published date:

11-10-2023

Summary

About the job

Overview

We’re looking for a high-performance Project Manager to join the Alternative Investment Practice. The individual will be tasked with running eFront implementations for Private Market clients.

The role is office based in our London HQ office, 51 Eastcheap, London, EC3M 1DT and from other locations such as client offices or home on occasion.

Responsibilities

Project Manager leading an Alternative Investment software implementation. Core role activities include:

Project planning: create and manage a full Alternative Investment software implementation lifecycle project plan.
RAID log: create and maintain a full RAID log ensuring continual project progress, whilst adhering to project governance best practice.
Stakeholder management: manage multiple stakeholder relationships from day-to-day business users, through to senior management. Any approach must ensure a collaborative and productive approach, with strong conflict management skills.
Reporting: create periodic project reporting output for internal and external stakeholders, including but not limited to weekly status updates, working group agendas and minutes, Steering Committee agendas, packs and minutes.
Resource management: manage multiple internal and external resources, identifying and resolving resourcing issues before they occur.
Project methodology: flexible approach based on agile methodology, with the ability to adjust to client or vendor requirements.
Subject Matter Expertise: provide first class subject matter expertise across all Alternative Investment asset classes, functions from front to back office, as well as software and/or solution expertise.
Business Analysis: provide expertise to assist with business analysis activities, including:
Requirements documenting.
Target Operating Model design.
Data Architecture design.

Skills & Experience

Applicants must be able to demonstrate the following:

Demonstrable experience working for a relevant LP, GP in the Alternative Investment space, or for a vendor providing services to the Alternative Investment space.
In-depth experience across multiple asset types such as Private Equity, Private Credit, Venture Capital, Real Estate and Infrastructure.
In-depth experience of project managing and successfully delivering multiple system or process change projects.
In-depth experience supporting or using a Private Market software solution such as eFront (preferred), Investran or AllVue.
Ability to clearly articulate with stakeholders through business reports (email, written reports and PowerPoint).
Ability to lead agile, team, working group and other stakeholder meetings.
Exceptional use of Microsoft Office, including PowerPoint, Word and Excel.
Subject matter expertise in identifying typical business requirements, challenges, risks and mitigations or solutions.
Experience using project management tools such as Jira, Confluence, MS Project and Smartsheets.
Experience with business analysis activities including Target Operating Model design and Data Architecture design.
Could have exposure to public market investments as well to lend knowledge on hybrid engagements (public and private investors).
Could have experience with public market platforms such as Aladdin or Charles River.

Additional Information

Applicants must display the below attributes:

Developed written skills to be able to successfully capture and replay ideas to a range of business stakeholders, including Senior Management.
Strong interpersonal and verbal communication skills to be able to engage with and build relationships with a range of business stake holders.
An approach of care and eye for detail to work, to show engagement with the role and ownership of responsibility for the quality of work.
A desire to deliver within a high-performance culture, with a focus on delivering a first-rate service and to maintain a high level of reputation with clients.
Ability to manage multiple workstreams at once, including ability to manage time successfully and to stay on top of multiple tasks at once.
Technical knowledge and the ability to provide a conduit between technical and business minded individuals.

Company Description

Strata is a delivery focussed consultancy with an industry leading specialism in BlackRock’s Aladdin and eFront platforms. We have been involved in the majority of all major implementations across EMEA in the last 10 years.

Our clients include Wealth & Asset managers, Asset owners and Asset servicers and we help them with vendor selection, delivery of Aladdin and eFront implementations, Fund onboarding from M&A activity, ongoing optimisation of the operating model and regulatory and compliance best practice.

Uniquely our team is made up of industry practitioners, combining deep investment knowledge with hands on Aladdin and eFront expertise, this allows us to provide clients with end to end systems landscape and business functional coverage across:

•Front office and Trading

•Middle office / Outsourcing

•Accounting & Client Reporting

•Risk and regulation

•Compliance

•Technology, Interfaces, Data & Analytics

Our focus on Aladdin and eFront means that we know what it takes to streamline the adoption of the new technology within our clients business maximising the capabilities of their people, process and data.

We are a rapidly scaling startup and Agile centred business united by our core values (Community, Humility, Resilience, Growth Mindset, Positivity, Creativity and Openness).

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