About the Company Close Brothers Asset Management is one of the UK's largest and longest-established providers of high-quality financial planning advice and discretionary investment services. We aim to build and preserve our clients' wealth by providing a complete, personalised and professional service. We have specialised in managing client portfolios for over 40 years and our investment team and financial planners are supported by more than 550 staff, working from 8 offices across the UK. About the Role Job Summary & Key Responsibilities:
Reporting to the Director of Information Technology for London Investments, this role will be:
-Working directly with Private Client Fund Managers and other business users to design and enhance front office systems/macro based applications.
-Designing and maintaining IT systems internally for the Investments business, where is it not practical for these to be supplied by third parties
-Designing and maintaining automated solutions to business and operational problems through cost effective application and technology
-Working closely to understand the data and database schema held within the system so as to be able to lead data migrations to other systems
-Working with third party vendors on Support tickets and issues and following up for a timely resolution
-Working with external third party providers on data interfaces to be implemented between systems
-Working with Project teams as part of the delivery team, suggesting business solutions and seeing them through to implementation?
-Utilising your Oracle PL/SQL, VB/Excel VBA and Crystal Reports skills:
-Write complex Oracle views, Stored procedures and packages
-Develop complex Excel macros and Excel based applications based on requirements from business users
-Create Crystal Reports using a third party Wealth Management system - (Pulse Software Systems)
-Ensure strict security levels/controls are maintained and required audit procedures followed
-Ensure internal service levels are monitored, reviewed and maintained.
-Lead data migration / data cleansing projects
About you Requirements:
-Essential Skills & Experience
-Advanced Excel VBA Programming skills
-Advanced Oracle / PL SQL skills
-Extensive expertise with stored procedure and function development, packages, triggers
-Programming experience with .NET applications
-A proven track record of design analysis and development using Oracle PL/SQL and Excel VBA
-Strong problem analysis and ability to find creative sustainable solutions to system issues and user problems.
-Excellent verbal communication skills with ability to translate technical issues to non-technical personnel being both persistent and patient
-Ability to take ownership for projects and deliver to deadline by being persistent to ensure tasks are completed
-Self-motivated with the ability to work reliably with minimal supervision
-Good interpersonal skills, the candidate must be able to work well with others
-SSIS Packages and reports
Preferred Skills & Experience -Experience with a reporting tool such as Crystal reports is preferred
-SharePoint workflow skills would be desirable.
-Previous experience within financial services industry ideally gained within a wealth management company
Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients. Rewards and Benefits -At Close Brothers we recognise the value of a work life balance, and have put together a benefits package that reflects this.
-Discretionary Annual Bonus
-Pension - Group Stakeholder Pension Plan provided by Friends Life; 5.3% employee and 10% employer contribution
-Life assurance - 4 times annual salary
-Private Medical Insurance
-Annual Leave - minimum of 25 days as standard with the opportunity to buy up to 5 days' additional annual leave every March
-Plus further benefits including competitive family friendly offering , information available upon request Equal Opportunities As an employer, Close Brothers is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee's or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.