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DATE ADDED: Wed 13/05/2020

Investment Management Project Planner

Potters Bar, UK


JOB TYPE: Permanent, FullTime

SALARY: Competitive

Job title: Investment Management Project Planner

Location: Potters Bar

Job type: 12 month Fixed Term Contract

Who we are

Canada Life looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

What we’re building

We now need an Investment Management Project Planner to support the transformation and the future growth of the business within the Information Services function, so we can simplify our IT architecture by removing our legacy systems and deliver new solutions providing market-leading services for our colleagues, customers and advisers

What you will do

•Provide clear and concise planning deliverables to allow stakeholders and team to fully understand what is expected to be delivered, it’s impact and it’s dependencies

•Determine and define Bonds scope and objectives to ensure clear understanding what the project is tasked to deliver and why

•Track vendor costs in order to meet budget, in particular additional costs from GBST and other 3rd Party vendors required to migrate our products from Legacy solutions

•Utilise industry best practices, techniques, and standards throughout entire project execution

•Monitor progress of the Bonds programme and make adjustments as needed

•Measure project performance in execution mode to identify areas for improvement

•Manage agreements with vendors and suppliers by assigning tasks and communicating expected deliverables

Who you are

•Proven working experience as a project manager in the Wealth in the investments sector and or Asset Management sector and or securities services sector

•Detailed knowledge of the trade lifecycle from execution to settlement

•Previous exposure to GBST’s Composer configuration either working directly with GBST or on end client site

•Strong understanding of the investment structures and it’s underlying instruments such as ETF’s, SICAVs, ICAVs, OEIC’s, Mutual funds, Fund of funds

•Strong understanding of underlying instruments underpinning the investment structures such as Equities, Fixed Income, FX, hedging structure, etc

What you’ll like about working here

As a Canada Life colleague, you’ll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You’ll also receive the support you need with your personal and professional development.

Our focus is to have an engaged, committed and motivated work force, operating in a high performing and collaborative culture. We want to create an organisation that offers opportunities for all our people to develop their skills and talent, and build rewarding careers with us.

Diversity and inclusion

Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences.