- Experience working with large wealth and asset management firms, and knowledge of their business propositions and operating model such as investment products, fund accounting, asset servicing, investment operations etc.
- Experience of designing and implementing Finance Operating Models and Finance Transformation, including location and service model strategy.
- Accounting and regulatory change e.g., IFRS9, IFRS15, IFPR - supporting clients to understand and address complex change and supporting delivery of programmes / projects.
- Proficiency in Microsoft Excel and PowerPoint.
- Regulatory exposure in any of the following: MiFID II / MiFIR, Basel, IBOR, CRD and CRR, SFTR, CSDR or IFPR with proven ability to interpret and document analysis and conclusions.