Solutions Team Specialist

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

Purpose of the job

You will work as part of Ocorian’s Fund Services Service line, within the Solutions team, reporting to the Solutions Director.

Your primary responsibility will be leading the design and implementation of technology enabled solutions for new and existing clients of Ocorian alike across the global funds platform. You will play a crucial role in delivering high-quality end-to-end technology development, reporting and evolution to drive efficiencies and accuracy in all outputs.

You will assume a leadership role, providing mentorship, strategic insight and training to a team of solutions technicians, report writers as well as to the wider fund systems team and our system users.

 Main responsibilities

• Collaborate with the Solutions team members, Fund system team and client facing teams at a strategic level to craft and deliver comprehensive solutions for new and existing clients of Ocorian, ensuring that we maximise the use of our technology and deliver solutions within agreed-upon timelines.
• Act as a lead Solutions team representative from a systems perspective on agreed clients that come through the team.  Own and manage the reporting related items in the project, defining the ask and building the project plan and working to ensure that all deliverables are correctly scoped and delivered to a high standard and within the required timeframes.
• Deliver comprehensive handover notes, user guides and operating manuals to ensure that the client facing teams and report writers fully understand what is required from them from a system usage perspective once handover has taken place.
• Manage and mentor a team of technicians and report writers, providing on the job training to ensure they can be the best they can be through your guidance and technical knowledge.
• For all new solutions and reports written hold a series of training sessions to maximise uptake and driving excellence in our system usage.
• Deliver a continuous cycle of training sessions for your team and the wider funds service line covering key topics to help build the knowledge base in the teams from trends / training needs that you identify in your day-to-day interactions with users.
• Work on a continuous cycle of delivering new reports that will provide users with efficiencies in their outputs.  Work with the Solutions team, fund systems team as well as end users to discover gaps in our reporting capabilities and bridge the gap with a continuous cycle of development and report enhancements.
• Undertake a full review of all reports, optimising those we want to keep and ensuring that any hard coding is removed. Ensure that the reports menu is intuitive and the location of reports make sense
• Integrate a process of ticket and code reviews to ensure best practice in the report build to avoid any duplications of functionality poorly written reports.
• Ensure that all reports prepared by the team go through a thorough review process ahead of being released / issued to the teams to ensure the highest standard in deliverables.
• Work with the Global head of Solutions on building out scalable solutions consistent with the Prod Dev road map including – Investor/Client Dashboards; Fund of Fund offering; carried interest schemes; budget vs actual, amongst others.

Qualifications

Knowledge/skills/experience

• A minimum of 5 years’ working on efront from a technical perspective

Competencies

• Very strong technical skills in eFront system and report writing
• Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels.
• Ability to work under pressure and meet deadlines.
• A proactive and solution driven attitude to managing problems.
• Ability to work using own initiative and make decisions within strict corporate policies and procedures.
• Strong time management, organisational and IT skills.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.