Job Description:
Do you have a background in developing or improving operational controls, within a Financial Services setting?
Our client, a global financial services firm, have a rare opportunity for a Process Reengineering Specialist to join their team in Glasgow on an initial 9 month contract.
This is a hybrid role, with 3 office days and 2 from home.
Essential Skills/Experience:
Ability to draw focus and influence decision-making at a management level.
Strong ability to co-ordinate work with all levels of a global team across multiple locations.
Excellent attention to detail – effective in accurately detailing key process and control steps in multiple forms such as procedures, quick reference cards and process flows.
Strong analytical skills and critical thinking - understands how to break down a problem and suggest and implement a practical solution.
Effective communication skills - clear, concise, and proficient in articulating regulatory updates and information in a way that all levels can understand.
Ability to manage workload efficiently and effectively.
Effective problem-solving skills demonstrating initiative and creativity.
Strong technical skills - Proficient in Excel in addition to PowerPoint and Word (Visio is also desired but not essential).
Interest in assessing and implementing process improvement, efficiencies, and controls.
Understands the importance of maintaining completeness and accuracy of process and procedure documentation.
Escalates issues/concerns appropriately and in a timely manner.
Core Responsibilities:
Develop and implement strategies to enhance operational efficiency and effectiveness.
Collaborate with stakeholders to gather requirements, define project scope, and establish plan and timelines for process enhancements.
Create training materials, formal procedures, guidance documents, process flow, and quick reference cards to support change initiatives and embed key processes.
Identify, analyse, and assess current operational processes within the team and improve controls.
Monitor and evaluate the impact of process changes, identify areas for improvements and making recommendations for further enhancements.
Lead process improvement efforts by providing guidance, support, and training to the impacted team members.
Work closely with cross-location team members to distil alignment and integration of change and process improvement initiatives.
Facilitate workshops, meetings, and training sessions to communicate changes and foster better understanding of new and existing controls, processes, and regulatory updates.
Manage agenda for specific project closure meetings, Global Manager meetings and maintain completeness and accuracy of the Global team deliverables calendar and the able to hold people accountable for deliveries.
Provide a foundation to connect multiple workstreams across the Global team and ensure key considerations are discussed and agreed as part of project scoping, closure and lessons learned communications.
Stay informed about industry, best practices, trends, and emerging technologies to finance and process improvement initiatives.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15809
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Are you a qualified accountant with either ACCA, ACA, CIMA or ICAS? We are working on an excellent opportunity for a Management Accountant to join the team at a financial services firm. In this role, you will assist the Head of Management Accounting to deliver the Management Accounts for key stakeholders.
Skills/Experience:
Qualified Accountant with either ACCA/ACA/CIMA/ICAS
Experience working in a Management Accountant role ideally in financial services
Excellent working knowledge of Excel is essential
Experiencing managing/supervising a team is essential
Strong process improvement skills
Excellent stakeholder management skills
Core Responsibilities:
Preparation of monthly/quarterly Management Accounts.
Prepare and review reconciliations to verify the accuracy of the management accounts
Perform monthly, quarterly, and year-to-date variance analysis to budget and prior year on P&L.
Approval of journals.
Preparation and review of monthly reporting packs and production and review of ad hoc reporting as requested.
Business partner with internal stakeholders
Assist in the delivery of and consolidation of management accounts.
Carry out in depth analysis to improve the accuracy of cost accruals.
Act as a systems administrator for finance and banking systems.
Assist in developing the junior members of the Management Accounting team.
Monitor the quality of work delivered by the Management Accounting team and identify areas of knowledge gaps for training opportunities to lead to drive high performance.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15871
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We are working on an exciting opportunity for a Transfer Agency Operations Manager join the team at an investment firm based in Edinburgh. In this role, you will oversee and manage the team in the delivery of processes and controls within the Operations team.
Skills/Experience:
Proven experience in leading and managing a high performing team.
Strong attention to detail and ability to deliver work to a high standard of accuracy.
Knowledge and understanding of the relevant regulatory environment.
Excellent written and verbal communication.
Ability to demonstrate a risk focus and understand the importance of identifying potential risks and of reporting risks to management and other relevant parties.
Experience in producing MI and regular reporting.
Understanding of a risk-based approach to internal control.
Core Responsibilities:
Day to day management of the team covering Transfer Agency Oversight activities.
Oversee and manage the team in the execution of operations activities including, but not limited to:
Daily investor & fund flow reporting
General Transfer Agency oversight activities
CASS oversight related activities including daily reconciliations, CMAR reporting, CASS breach oversight, MI reporting, CASS policy oversight
Complaint handling & oversight – ensuring regulatory requirements are met in the management of client complaints.
Preparation of regulatory returns related to activities completed by or overseen by the Operations team
Oversight of retail client AML & KYC documentation and processing
Reporting and management information
Trend Analysis
Other Operations related activity
Responsible for the supervision, resource planning, training & development and succession planning of the team.
Act as the initial escalation point for the team and other departments when required.
Support departmental projects as required.
Build strong relationships with key internal stakeholders.
Ensure that effective controls and governance is in place.
Continuous process improvement.
Delivery of key management and reporting information.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15900
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We have a great new role for one of our leading asset managers to lead a small specialist team. With expertise across the middle office and/or back office field you will be an experienced people manager, accomplished in training, developing and mentoring the team.
This is a permanent role and will require 3 days in the Edinburgh office.
Skills/Experience:
Ability to lead a high performing team.
Demonstrable technical knowledge across a range of investment instruments, fund types and products – experience of closed end funds and/or off shore funds beneficial.
Strong attention to detail and ability to deliver work to a high standard of accuracy.
Knowledge and understanding of the relevant regulatory environment.
Excellent written and verbal communication.
Ability to demonstrate a risk focus and understand the importance of identifying potential risks and of reporting risks to management and other relevant parties.
Experience in producing MI and regular reporting.
Understanding of a risk-based approach to internal control.
Core Responsibilities:
Day to day management of the team covering Middle Office and Back Office operations oversight activities.
Oversee and manage the team in the execution of operations activities including, but not limited to:
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives
NAV oversight related tasks including fair value pricing & swing pricing
Daily monitoring of cash and stock/cash reconciliation breaks
Corporate actions management
Daily fund flow reporting
Segregate mandate flow management, oversight and reporting
Invoice review and validation controls
Custody Market openings and documentation
Preparation of regulatory returns related to activities completed by or overseen by the
Operations team
Reporting and management information
Trend Analysis
Other Operations related activity
Responsible for the supervision, resource planning, training & development and succession planning of the team.
Act as the initial escalation point for the team and other departments when required
Support departmental projects as required
Build strong relationships with key internal stakeholders
Ensure that effective controls and governance is in place
Continuous process improvement
Delivery of key management and reporting information
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15899
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
The Company
Join a leading financial institution known for its innovation, customer-centric services, and commitment to excellence. This role is pivotal in shaping the future of their services call centre, focusing on operational efficiency and exceptional quality outcomes.
The Opportunity
The Services Program Manager will oversee and drive initiatives aimed at enhancing the operational efficiency, quality, and regulatory compliance of the institution’s services call centre. This is a strategic and hands-on role requiring a dynamic leader who can execute projects with measurable impact while fostering a culture of continuous improvement.
Key Responsibilities
Operational Excellence
Develop and implement operational strategies to improve call centre efficiency and productivity.
Identify and resolve process bottlenecks, ensuring seamless service delivery.
Introduce and monitor KPIs to measure success in operational performance.
Call Centre Quality & Efficiency
Lead initiatives to improve call centre performance, ensuring adherence to quality standards.
Collaborate with stakeholders to optimize workflows and improve customer experience.
Conduct regular audits and reviews to maintain service excellence.
Data & Regulatory Management
Oversee data-driven projects to ensure compliance with regulatory standards.
Leverage analytics to identify trends and inform decision-making.
Work closely with compliance teams to mitigate risks and adhere to policies.
Key Skills and Experience
Proven experience in managing operational excellence programs within call centres or similar environments.
Strong background in process optimization, efficiency improvements, and change management.
Knowledge of data management and regulatory compliance in financial services is a plus.
Exceptional leadership and communication skills, with the ability to engage and influence stakeholders at all levels.
Proficient in data analytics tools and reporting systems.
Qualifications
Bachelor's degree in Business, Operations Management, or a related field.
Certifications in Lean, Six Sigma, or equivalent methodologies are highly desirable.
Work Environment
Hybrid Model: 3 days in the Melbourne CBD office, 2 days remote.
Collaborative, fast-paced environment with a focus on innovation and excellence.
Benefits
Opportunity to work with a renowned financial institution.
Potential for long-term extension (up to 4 years).
Competitive daily rate contract.
Eligibility:
Applicants must have full working rights in Australia.
If you think this would be the ideal next role for you and you have the desired experience, then please click on the link below or send your resume directly to Nick at nchua@parityconsulting.com.au
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness.
Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.....Read more...
