Fund Launch Business Analyst

East Lothian  ‐ Onsite
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Description

Edinburgh - Niche Business Analyst - up to £400 per day.

EA Change Groups' Edinburgh based retail banking client urgently requires a motivated and experienced Niche Business Analyst to join them on an initial 6 month contract but extensions are possible.

Supporting the design, build and launch of a set of new Retirement Funds for the adviser and direct to consumer channels as part of a flagship Financial Planning and Retirement (FP&R) Programme.
These will support the business's Group & Individual Pensions, building on the successful launch of the Premier Pension Portfolio range and are designed to be used through the retirement phase of a typical customer journey.

Responsibilities

The Niche - BA will be responsible for the analysis for the design, build and launch within the Retirement Funds project.

  • This project is one of the top Financial Planning and Retirement projects for 2017, and therefore a high profile role.
  • Responsible for the analysis required to support the launch of a new set of Retirement Funds.
  • Responsible for translation of the requirements gathered, traceability and documentation into the build and launch phases.
  • Production of standard BA deliverables as part of the Change methodology using effective communication, presentation and reporting writing skills.
  • Responsible for gathering the requirements for 'Take to Market' activity and their traceability through to production of sales support materials.
  • Working closely with key Stakeholders and using key influencing skills to help keep the project on track and aligned with the Life, Pensions & Investments Release Footprint.
  • Strong stakeholder management and workshop facilitation skills will be key and the ability to work proactively in an indirect supervision environment will be required.

Skills required for the successful candidate

A strong skill-set and demonstrable track record of delivery within strategic business development projects including:

  • 3 years experience of funds design and fund launch, preferably with Retirement Funds knowledge
  • Requirements gathering and specification
  • Analytical skills
  • Communication, presentation and reporting writing skills.
  • Stakeholder management and influencing skills
  • Workshop facilitation Skills
  • Ability to work proactively in an indirect supervision environment
  • Fund and Investment accounting knowledge
  • Knowledge of the fund manager selection process
  • Experience of regulatory documents eg prospectus, fact sheet etc.

Any other information:

This role is a Niche BA role due the in-depth (3 years minimum) knowledge needed in funds design and launch, preferably within the Retirement Funds arena.

For more information, please apply online or send your CV direct. Due to the high volume of application only those suitable for the role will be contacted. If you have not been contacted within 5 days assume you are unsuccessful.

ea Change Group is the trading name for ea Consulting Group Ltd. Services offered are those of an Employment Business and Employment Agency. eacg is committed to equal opportunity and diversity, and all applicants with suitable experience and qualifications will be contacted.

Start date
ASAP
Duration
6 months
From
ea Change Group
Published at
27.05.2017
Project ID:
1351316
Contract type
Freelance
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