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Middle Office PM/BA - Finance/Banking - London, United Kingdom,


Middle Office PM/BA - (Finance/Banking)

Client Change Practice Consultant


6 Months

Client Change Practice is a global group within Client Delivery Solutions responsible for the management of significant client projects. The team operates globally in London, Chicago, Dublin, Limerick, Hong Kong, Bangalore and Australia, and covers a broad range of products and services across Investment Operations Outsourcing, Fund Accounting, Transfer Agency and Custody.

The Client Change Practice group works closely with Clients, Client Implementations, Worldwide Technology, Operations, Relationship Management and Product to deliver effective change management from change initiation through to implementation and benefits realisation. The group is responsible for programme management, project management and client change as well as business consultancy and business analysis, brought about by strategic direction, client's changes, industry regulations and/or operational efficiency directives.

Project Implementation/ Execution

  • Focusing on client-initiated projects of all types; defining, coordinating and delivering development and process enhancements according to agreed specifications and in accordance with the project lifecycle
  • Work closely with Clients, Business Partners and Consultants to analyse, scope and document improvements following required SDLC/ BPLC guidelines
  • Prepares and maintains the overall project plan, manage deliverables against project plan, tracking overall progress and deliverables as milestones in adherence to project standards and governance lifecycles; manages the review and sign-off for deliverables
  • Ensure all BRDs are well documented/detailed and responded/approved in a timely manner. Assist Consultants in review and approval of their BRDs
  • Identifies, documents and actively manages Risks, Issues and Dependencies; escalates as appropriate to program management with requested solutions
  • Demonstrate strong leadership and communicating effectively with different business units at all levels when managing process improvement initiatives
  • Documents stakeholder matrix, ensure project updates are routinely and effectively communicated to clients, business partners and vendors, demonstrating strong communication, client focused and vendor management skills
  • Ensure all projects are delivered on a timely manner, within budget, and the procedures generated are robust for operational staff and that the project has met its objectives
  • Independently manage a variety of large and complex client projects, providing guidance and leadership to Business Partners and Consultants
  • Elicitation of client and business need through structured interviews and information gathering sessions. Document clearly defined business requirements and validation with the client and business partners with timely sign off, including clarity on agreed scope and items not in scope
  • Traceability of requirements from scope through to User Acceptance Testing
  • Liaison with business and technology partners (internal and external)
  • Responsible for user test planning and execution by defining UAT test strategy, scenarios and framework to guide SMEs through effective UAT script writing, test execution
  • Consistently escalating issues, risks, progress to ensure appropriate and effective mitigation

Skills/ Experience

  • Significant experience working within Asset Servicing/ Investment Management with a highly detailed understanding of Investment Operations Outsourcing (Middle and Back office) and 1+ areas of the following GFS Business': Transfer Agency, Fund Accounting, Custody
  • Middle Office Banking experience
  • Strong knowledge of a wide range of investment management back and middle office functions, from trade processing and settlements through cash processing, income and corporate actions processing, data management, valuations, client reporting and performance
  • Significant experience of Project Management within Asset Servicing/ Investment Management
  • Significant experience of project managing a large programme of change for Clients or Senior Sponsors
  • Proven track record of delivering change programmes successfully (both technical and business projects)
  • Communicate at a Sr. Level audience to help drive decisions
  • Establish, build and maintain strong and effective working relationships at all levels across the organisation and also externally to clients
  • Excellent interpersonal and consultancy skills
  • Document requirements to a granular and IT specific level, plan project resources and timeframes, manage IT and UAT resources to successful project completion
  • Excellent organisational and time management skills with the ability to work effectively to multiple competing deadlines
  • Excellent attention to detail
  • Strong MS Project skills, also MS word, Excel, MS Project PowerPoint, and MS SharePoint
  • Degree educated preferred. Excellent analytical and problem solving skills