About us
As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.
Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.
Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 50 offices around the world.
Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.
It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.
Job Title:
Project Analyst, Change Management Office
Division/Company:
Rothschild & Co Wealth Management (UK) Limited
Overview of role
The Change Management Office (CMO) team is responsible for the delivery and oversight of the project landscape across the UK Wealth Management business. This includes contributing to, and active project management of, larger strategic business or regulatory changes and the coordination and reporting of smaller, business delivered, tactical initiatives.
The role of the Project Analyst is to support the CMO team in the delivery of projects and to assist with the management information reporting of the project landscape. In addition the Project Analyst will provide analyst support to the wider COO team.
Project support
Day-to-day activities will include the coordination of project working groups, recording and tracking of project actions, managing open risks and issues and providing necessary administrative support to project leads.
Preparing project plans and agreeing milestones with the project stakeholders, ensuring plans remain up to date and fit for purpose for the duration of the project.
Coordinate and minute working groups necessary for the project under direction from the project lead, ensuring all decisions and actions are adequately recorded and followed up.
Create and manage the project risks, assumptions, issues, decisions and dependencies (RAIDD) log.
Requirements gathering
Undertake business analyst tasks in relation to Wealth Management projects including preparation of business requirements documents / project summaries and participate in presenting such to sponsors and stakeholders. This will require engaging with teams to complete analysis and identify impacts on specific processes and systems.
Act as the link between project streams (such as business subject matter experts (SMEs), IT, Legal & Compliance) and project management functions, gaining a thorough understanding of the project requirements and/or issues and being able to communicate clearly between all parties clearly and effectively.
Support project stream-leads / project managers through data analysis including trend / pattern identification, financial projections, errors identification and route cause identification.
Maintain a broad and open-minded view of projects and initiatives to spot opportunities that may have benefits for other processes or teams.
Team support / reporting
Prepare the necessary management information required for periodic project steering committee meetings or local and divisional Management Committee updates, principally utilising PowerPoint.
Maintain and develop the suite of templates used by the CMO and COO teams for project definition and reporting.
Commercial/Efficiency
Have a commercial attitude and look for efficiency improvements wherever possible and appropriate.
Ensure a client service approach to managing stakeholders or project queries and issues such that they are resolved in a speedy and satisfactory manner.
Cross-team collaboration and communication
Develop an enhanced understanding of the various teams and functions across wealth management along with the associated end-to-end interactions in order provide advice and support. Also look to identify synergies that can be leveraged to enhance collaboration and improve process efficiencies.
Maintain a high-level understanding of the ongoing projects across the CMO team in order to provide suitable cover and support for colleagues while they are out of the office.
Periodic travel to Zurich in support of projects and initiatives may be required.
Skills & Competencies
-Broad understanding across all aspects of the wealth management business – front office, investments, operations, technology and support teams with detailed knowledge in one or more areas
-High level of data analysis, manipulation and graphic representation using Microsoft Excel
-Strong oral and written communication skills including presentation acumen
-Understanding of the project lifecycle and industry standard principles of project management
-Business processes documentation using Microsoft Visio