Our client has embarked on an ambitious and strategic program of work to implement the next generation of Investment Data Management solutions. The outcome of the IDM Program is to enable more informed and efficient investment decision making through improved IDM capabilities that will provide high quality trustworthy investment data that is complete, accurate, timely, accessible and available when required.Central to the strategy is to manage certain operational and technology components, such as operational data management to selected best-in-class partners. For example; managed technology solutions, third-party administrators, custodians, market data vendors, and finance service providers.An exciting opportunity is offered to an investment Data Analyst who can work within the IDM team and be responsible for investment data management.Business Analysis & Requirements Gathering:
- Support the end-to-end delivery of new capabilities and services ensuring they are fit for purpose for the IDM Data Operations team and wider Client's Departments
- Understand the project objectives and requirements to ensure the right context is applied to all activities.
- Collaborate with external partners and internal teams to workshop, capture and document the Client's investment data requirements.
- Assist Business Leads and SMEs to understand project plans, milestones and project activities and act as an advocate for their requirements.
- Assess and communicate business impact and contribute to documentation to support change readiness and transition to Business as Usual (BAU) where appropriate.
- Assist Project Managers and Project Leads in the tracking of project activities and in the resolution of project risks and issues.
- Facilitate effective communication within the team, across the project teams, and between cross-functional business groups.
- Assist the relevant resources to document business processes, artefacts and other project deliverables.
- Champion a focus on high quality outcomes and exceptional stakeholder experiences.
- Support strategising with internal stakeholders to transform general ideas into workable solutions.
- Recognise promising ideas and find ways to introduce them into the Client's future planning and discard ideas that are ineffective, costly, or beyond the scope of the Client's mission or abilities to develop.
- Anticipate stakeholder needs and understand how other Client business plans can be supported through existing and new IDM capabilities.
Implementation
- Assist in ensuring new development and change is operationally ready for the IDM Data Operations team to manage.
- Perform post implementation testing to ensure change and new capabilities are operating as expected.
- Ensure that processes, controls, and procedures are updated as change is delivered.
- Ensure new development is managed in accordance with the Data Governance and Solutions parameters and ensure all documentation (business glossaries, data dictionaries, lineage, etc.) is updated when new change is delivered.
- Assist Test Leads, Testers and Business Stakeholders in the successful execution of testing activities, for example User Acceptance Testing (UAT).
- Collaborate with Testers to ensure full understanding of business requirements, comprehensive, risk-based test coverage, and prompt defect resolution.
- Assist in writing business test plans/cases/scripts as needed, as well as be involved during test plan implementation.
Pipeline /Schedule Management
- Support managing the pipeline of IDM change activity as it relates to delivering to the Client and pillar Priorities.
- Assist Developers, Testers and delivery team members in ensuring business requirements are understood and delivery timeframes are coordinated.
- Assist delivery teams in ensuring that release scope and delivery timeframes are adequately synchronised with business / stakeholder objectives.
Partner and Provider Management
- Support the oversight of partner delivery of new change.
- Support the IDM Relationship Manager and Product Owners to monitor partner services and products to ensure that they are being delivered in line with IDM solutioning parameters.
- Support the prioritisation, project management and product management of data and data service requests with IDM partners.
- A minimum of 1-2 years of experience in the financial services industry, particularly in private markets data including private equity, unlisted and listed property and infrastructure, and other alternative investments
- Proven experience in data management, including data input, identifying and resolving data quality issues.
- Familiarity with investment data and managing investment team relationships
- Excellent attention to detail and the ability to problem-solve quickly.
- Strong communication skills to effectively collect information from stakeholders and present complex data clearly to various stakeholders.
- Ability to work in a hybrid work environment.
- Project experience performing business analysis responsibilities
- Working knowledge of contemporary business analysis methodologies, practices, techniques and tools
- Practical understanding of project delivery lifecycles, methodologies and governance practices
- Proven ability to interact professionally with a diverse group of stakeholders, including executives, managers, SMEs, outsourced partners and consultants