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Digital wealth analyst

Bracknell
Evelyn Partners
Analyst
Posted: 6 August
Offer description

Company Description

The role is focused on the operational support of our Digital Wealth portals and the associated users of these. Working closely with both business stakeholders and our third-party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests.

To succeed in this role, you need to have a natural analytical way of thinking along with an eye for detail and be a first-class problem solver - you need to be delivery focused, able to multi-task and very much a team player.

You will get access to a wide range of different technical disciplines and must be comfortable working within a flexible and progressive environment.

Job Description

· Level 2 technical support of our Digital Wealth portals.

· Work with our suppliers and internal development teams in incident, request, and change management processes.

· Prioritising technical issues based on impact and urgency.

· Managing a queue of incidents and requests, ensuring work notes are maintained.

· Provide support for portal configuration, releases and upgrades.

· Problem analysis and resolution for portal problems, in conjunction with the business users and third-party suppliers where necessary.

· Participation in testing and release management.

· Investigating root cause analysis and identifying trends.

· Support research, analysis, and implementation of new processes.

· Data analysis and production of ad-hoc reports.

· Routine maintenance and monitoring of our portals.

· Participate in user and supplier workshops and forums.

· Support process adoption across the business relating to our portals.

· Support occasional weekend and out of hours activities.

· User set up and maintenance.

Qualifications

· Previous experience of working in Wealth Management or similar.

· An understanding of wealth management or financial services products and processes.

· Proficient IT skills in core Microsoft Office systems.

· Proficient use of SQL.

· >2 years’ experience in an Application Support role or similar.

· Experience / awareness of Rest API, JIRA, Post Man, Confluence, Windows Servers and analysing application log files.

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