Financial Business Analyst London (GB)

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.

Business Unit:

The Finance department is responsible for all financial reporting for LGT Wealth Management.  Financial reporting includes regular and ad hoc internal management information for all three entities as detailed above, as well as statutory reporting to Companies House, HMRC and Financial Conduct Authority. The Finance department takes a lead role in enabling the senior management of the firm to deliver on the Group’s strategy.

Brief Role Objective:

Assessing the current Financial systems, reporting framework, and data sources in order to plan, develop and implement new reporting for the stakeholders of the Finance Team. This will involve working closely with the Technology Team, and in particular, a system developer in order to build efficient, integrated and consolidated reporting in both, a structure suitable for LGT Group Head Office, and for local reporting requirements. The candidate will have both a Finance and Technology background which can be utilised in continual research and development and project work for the Finance Team.

Key Responsibilities:

• Performing a full review of current systems, programs and data sources linked to the Finance Team and Group Finance
• Gaining an understanding of the Financial reporting requirements for all stakeholders both internally and externally
• Design and develop new reporting that can be driven from a consolidated and integrated data source
• Efficiently integrating systems, programs, and applications for both Finance operations and reporting
• Analysing and understanding the Finance Team needs, developing clear and accurate specifications to ensure that the desired requirements are met
• Capture user requirements and user stories, in order to ensure successful design
• Developing clear requirement specifications, ensuring that all needs are identified clearly and unambiguously, with detailed consideration for all project and technical dependencies and risks
• Carry out data analysis by identifying sources, gap analysis, requirements for migration and integration to existing systems
• Produce documentation to reflect Finance processes, user and data requirements
• Work with system testers and system users to support the completion of testing activities
• Produce user guides in support of new system development, as well as workflows for ongoing management and support
• Establish credible relationships with business / finance stakeholders
• Able to work effectively and self-sufficiently in a fast changing working environment
• Adhere to all Information Security Policies
• Completing other duties as directed by the Financial Controller

Key Skills and Competency Requirements:

• Strong analytical skills, ability to understand problems and express the complexity of them in clear terms to technical and non-technical stakeholders
• Ability to take the initiative, be assertive and think strategically
• Ability to deliver quality in a fast paced environment
• Excellent organisational, verbal and written communication skills
• Ability to produce clear written material and communicate technical information in a clear and understandable manner to non-technical stakeholders
• Strong planning and organisation skills
• Strong sense of ownership and ability to follow tasks through to completion
• Strong communication and interpersonal skills, with an ability to communicate effectively and professionally
• Ability to keep up with Technology advancements
• Excellent spoken and written English

Experience:

• A Bachelor's Degree in Finance, Computer Science or Information Technology (desirable)
• A strong knowledge of financial reporting, IT and technology
• Experience as a Business Analyst in a regulated environment (e.g. banking / financial services / wealth management)
• Experience working in a Finance Team
• Strong understanding of regulatory and financial reporting requirements
• Experience of system implementation
• Proven stakeholder management experience and relationship building skills.