We are currently partnering with an esteemed national investment management company to recruit an experienced Investments Analyst with expert-level knowledge of the IRESS Xplan CRM system to join their team in London.
Key Responsibilities:
- Manage and lead a team to ensure efficient trade and onboarding implementation, always prioritizing client outcomes.
- Oversee and optimize administrative processes, including client onboarding, transfers, asset investment, and portfolio rebalancing.
- Develop and implement process improvements, leveraging innovative software solutions and enhancements to existing systems.
- Lead projects related to Xplan CRM, enhancing business processes across client reporting, management information (MI) reporting, and portfolio rebalancing.
- Collaborate with compliance teams to ensure adherence to FCA regulations, including Consumer Duty procedures.
- Work with external providers and contractors to ensure business requirements are met.
- Provide technical support and ongoing enhancements to the Xplan system with minimal external assistance.
Key Requirements:
- Proficiency with IRESS Xplan CRM software with significant experience in process improvement and system optimization.
- Experience in managing teams and coordinating client onboarding and administrative functions.
- Strong knowledge of investment operations, including model portfolio updates, rebalancing, and reporting.
- Solid understanding of FCA regulatory requirements and Consumer Duty standards.
- Advanced Excel skills for data analysis and reporting.
- Proven experience in project management and delivering system enhancements.
Experience:
- 3+ years of experience in a similar role within financial services, including technical analysis and investment portfolio management.
- Proven track record in working with Xplan CRM software and leading related system implementations and enhancements.
On Offer:
- Competitive salary and benefits package, with the banding from £40,000 to £50,000 depending on experience.
- A collaborative and dynamic working environment.
- Opportunities for professional growth and development.
For the opportunity to leverage your skillset at a highly-respected firm that prides itself on delivering exceptional client service and continuous improvement, please submit an application.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
