Lead delivery of in-flight Investment Operations projects, using project management methodology to ensure milestones are met and risks to delivery are anticipated, identified, tracked and managed effectively.
Conduct reviews of the existing target operating model, identifying optimisation and automation opportunities.
Map end-to-end Investment Operations processes, interfaces and transaction cycles across internal and external systems.
Develop business and functional requirements to support system upgrades, integrations and operational redesign.
Undertake UAT testing, define go-live criteria and implementation readiness for in-flight projects.
Identify and implement process improvements across the Investment Operations landscape including API, SFTP and workflow automation.
Engage stakeholders across Finance, Risk, IT and third-party administrators to support delivery outcomes.
Produce project documentation, operational procedures, insights and materials for governance forums.
Lead or support operational deep-dives into reconciliations, transaction flows and control points.
Contribute to strengthening operational controls, governance structures and reporting mechanisms.

Strong Investment Operations background with understanding of trade, settlement, pricing and reconciliation processes.
Experience of working in a unit pricing environment for a life insurer or professional services provider including hands-on systems experience with an Investment System (e.g. InvestPro, pControl, HiPortfolio).
Experience in project delivery or business analysis within financial services.
Ability to map processes, define requirements and support system change initiatives.
Experience designing and enhancing operational controls and workflows.
Strong analytical skills with ability to interpret data and communicate recommendations.
Excellent stakeholder management, communication and documentation skills.

Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.

Basic salary up to £80,000 per annum pro rata
Annual holiday allowance of 28 days holiday plus bank holidays pro rata
Life Assurance (x4 pensionable earnings)
Generous contributory Pension scheme (match up to 5% and pay in an additional 5%)
1 days paid charitable workday
Employee Assistance Programme

5 Foresters Financial jobs in England & Wales