Solutions Associate | Fund Services

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 Role

In this role you would be working at the intersection of business and technology, partnering closely with Asset Manager Services teams to design smarter ways of working and build solutions that improve efficiency, consistency and client outcomes.

Working across multiple jurisdictions, stakeholders and service lines, you will play a key role in transforming operational processes into scalable, technology-enabled solutions. You will spend time with the teams you support, gaining a deep understanding of their challenges and delivering tools and workflows that create meaningful improvements. This role is ideal for someone who is naturally curious, enjoys analysing how things work, and is motivated by turning ideas into practical, business-focused solutions.

Main Responsibilities

• Partner with operational teams to analyse existing processes, identify improvement opportunities, and design future-state workflows that enhance efficiency, control and service delivery.
• Create and maintain clear process documentation, including process maps, procedures and control frameworks to support consistent adoption across teams and jurisdictions.
• Configure and enhance workflow and low-code technology solutions, working collaboratively with technology teams and external vendors where required.
• Gather, analyse and prioritise business requirements, translating operational needs into practical and scalable technology-enabled solutions.
• Facilitate workshops, stakeholder interviews and discovery sessions to understand challenges, define requirements and shape solution design.
• Support solution testing, implementation, data migration, user training and adoption to ensure successful delivery and long-term value.
• Monitor and enhance existing workflows and tools, responding to feedback, driving continuous improvement and managing change requests.
• Contribute to technology and transformation projects, tracking progress, managing risks and ensuring high-quality outcomes.
• Prepare and deliver professional presentations, demonstrations and project updates to stakeholders across the business

#LI-JM1 #LI-Hybrid

Qualifications

• Bachelor's degree in Business, Technology or a related discipline.

Knowledge, Skills and Experience

• One to three years' experience in business analysis, process improvement, technology consulting, project delivery or a related field.
• Strong graduates with relevant internship, placement or project experience will also be considered.
• Strong analytical and problem-solving skills, with the ability to understand complex processes and recommend practical improvements.
• Comfortable engaging with stakeholders across different teams, locations and levels of seniority, with the confidence to ask questions and challenge existing ways of working.
• Ability to translate business requirements into clear and actionable solutions.
• Advanced Microsoft Office skills, particularly in PowerPoint and Excel.
• A genuine interest in process optimisation, technology and business transformation.
• Experience within financial services, funds, asset management or fund administration would be advantageous.
• Exposure to workflow automation, low-code platforms, project management tools such as JIRA or MS Project, or digital transformation technologies including automation, analytics, cloud-based solutions and data management practices would be beneficial but is not essential.

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 careers@ocorian.com.

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.

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