Investment Advisory Project Specialist

Role: Investment Advisory Project Specialist

Location: Remote

Proposed Dates: July 2024 January 2025

Overview

This resource will be working with the IWS US Advisory team which is responsible for supporting the delivery of investment advice and implementation (including tools and programs such as Aladdin Addepar and SMART) for Private Banking clients. Its objectives also include commercialization of advisory solutions. In parallel the team is managing BAU across the Aladdin and Addepar platforms as well as Front Office support.

This resource will also assist with Prism (Advisory Proposition for Private Bank) a critical strategic initiative for GPB US scheduled to launch late 2024 / early 2025. This consists of prelaunch timesensitive activities across multiple workstreams are in progress with crossfunctional participation from WPB US

Requirements

Has a background in investments and Wealth platforms and offerings i.e Managed Accounts/Advisory Propositions under the Registered Investment Advisor framework.

Familiarity with data applications and tools e.g. such as Aladdin Addepar etc.

Ability to visualize processes and articulate them in verbal and written formats

Team player decision maker and stakeholder management

Have a can do and roll up the sleeves attitude

Responsibilities

Ensure readiness of the program for Day 1 launch in various platforms (Aladdin SEI Addepar) in terms of data investment models recommended securities etc.

Create test cases and perform UAT of endtoend client staff and investment journey.

Develop training materials and launch guides for Front Office and other stakeholders.

Create Target Operating Model and Desk Instruction Manuals as required.

Liaise with Portfolio Managers and CIO teams regarding model portfolios and client portfolios implementation.

Identify use cases improvements and deficiencies in the investment journey i.e. be the voice of the internal and external client.

Assist with management of data streams and account logic in Advisory platforms.

Collaborate with Transformation and Technology partners and prioritize features for PI Planning.