Solutions Associate | Fund Services

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.

#LI-JM1 #LI-Hybrid

• 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.

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.

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.