Why this role is important to us

During their role in the project, the individual will collaborate with IT, business and project management contributors as well as colleagues within the Expertise Regulatory Reporting team and wider ESG & Reporting Teams. At the end of the project, the role will transition from Project support to a business as usual mode within the Expertise Reporting team. The Successful Candidate will then be supporting all client reporting requirements after a phased training basis allowing further experience to be gained in this critical growth area.

What you will be responsible for

• The role will require the individual to develop a strong understanding of the content requirements and data components of the SFDR Periodic Report
• To build up knowledge of the internal systems and internal service providers who supply the necessary data.
• The role will have a strong emphasis on understanding the overall architecture of the SFDR document from a data completeness perspective.
• Support the implementation of the project deliverables towards a Target Operational Model, strive to meet project deadlines and provide regular updates to the project organization through manager and agreed update format
• Provide hands-on inspection of data within client regulatory reports / documents and in source systems and to troubleshoot issues that arise
• Provide feedback to the management team to supplement the development specification of the ALTO R2 SFDR Engine and enhancement of its reporting solutions on an ongoing basis.
• Record and track new client regulatory reporting requirements that are raised by the Client Services teams and take the necessary actions to support those requirements

What we value for the role

• Motivated self-starter and committed team player
• Ability to learn new concepts and provide alternative solutions to achieving goals
• Effective analytical and problem solving skills, as well as attention to detail
• Good knowledge of asset management data (e.g. fund characteristics, NAV data, performance data, holdings data, security data) OR similar data type analysis
• Customer service and results orientated
• Excellent communication and interpersonal skills
• Competent technical skills, particularly MS Excel

Education & Preferred Qualifications

• Bachelor Degree / BSc Degree or equivalent
• Diploma or higher or equivalent industry experience
• Minimum 1-2 years’ experience in the Asset Management Industry
• Previous experience of regulatory reporting would be an advantage but not essential

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