Full-Time

De-risking Senior Analyst

Confirmed live in the last 24 hours

Aptia

Aptia

1,001-5,000 employees

Pension and employee benefits consulting firm

Consulting
Financial Services

Senior

Leeds, UK

Hybrid position working from any Aptia UK office.

Category
Financial Planning and Analysis (FP&A)
Risk Management
Finance & Banking
Required Skills
Data Analysis
Requirements
  • Relevant experience in pensions administration, leading client projects.
  • Able to provide data and progress updates directly to a portfolio of schemes in a timely manner.
  • Able to continuously measure performance of projects against agreed KPIs, and act decisively to control risks.
  • Good relationship builder, both internally and externally, to achieve successful collaboration.
  • Ability to develop and implement processes and improvements.
  • Strong problem-solving skills and analytical aptitude – able to analyse and manage risk to remove any barriers that may delay a project.
  • Commitment to continuous learning, feedback, and self-development, and that of the wider team who may be learning from you.
  • Proficient MS Office skills, including Word and Excel.
  • PMI qualifications (or equivalent) are desirable.
Responsibilities
  • Ensure that all procedures are followed when undertaking work for Members, Trustees and Clients across all aspects of data processing.
  • Quickly identify and analyse risks in pension scheme data, which may impact on effective project delivery.
  • Ensure Errors and omissions and complaints are handled in accordance with agreed procedures and within appropriate timescales, through liaison with the De-risking Manager and Professional Champion.
  • Constantly review processes to identify any opportunities/ideas for change and discuss these with your De-risking Manager.
  • Actively work with other senior team members to develop and implement process improvements.
  • Follow e-working protocol and keep the team task list up to date with progress and movement on your assigned tasks.
  • Be accountable for your contribution to the performance of the service delivery of your team and reporting progress on a regular basis.
  • Perform pension calculations, data audits and data corrections, enter and review pensions data and respond to data queries enquiries to the required standard using excel worksheets and following process guidance material across a wide range of project tasks.
  • Lead on your assigned projects, ensuring that assigned project tasks are completed in line with timescales set out in the project plans or otherwise agreed with the client at the required level of quality. Escalate to your team manager if delivery dates are at risk.
  • Undertake the accurate peer review of De-risking tasks and provide constructive feedback to drive improvement.
  • Implement, manage, and maintain risk-based project plans aligned to team strategy and client expectations.
  • Monitor team workloads and update Management Information reporting for the team.
  • In the absence of the team manager lead on team huddles to discuss work plans and resource challenges.
  • Oversee the team in the absence of the Team Manager.
  • To accurately record own time spent, in accordance with standard procedures.
  • To meet the assigned individual chargeable hours target.
  • Own and monitor client project and task budgets for your projects.
  • Escalates any budget risks promptly with a clear explanation of the risks and recommended remedial action.
  • Undertakes, delegates and reviews tasks as appropriate to ensure all projects are achieving the deadlines, budgets, and quality standards.
  • Manage the billing cycle for assigned clients. Proactively monitor and mitigate against any risk that may lead to a write off or a non-profitable activity.
  • Preparation and/or Peer Review of project engagement letters and non-reliance letters.
  • Review of BPA documentation for clients about to transact.
  • Prepare and/or Peer Review pricing for new projects or tasks for your team.
  • Agree appropriate requirements, deadlines, and budgets with clients for assigned projects.
  • Attend project review meetings and project kick off calls.
  • Develop a flexible method of communication to support client reporting.
  • Learn what is important to the client and how each task will contribute to the success of the wider project.
  • Creates and maintains collaborative relationships with internal and external stakeholders that help achieve the project objectives.
  • Actively support the team by sharing knowledge from your own experience to help colleagues consistently deliver client satisfaction.
  • Act as a mentor and role model for the team, knowing when to support and challenge others to help create a high performing but fun working environment.
  • Organise work, provide instruction and guidance to offshore teams as appropriate.
  • Performing For Success (PFS) support for junior members of the team.
  • Carry out team training on targeted processes and procedures.

Aptia provides pension and employee benefits solutions to organizations, helping them manage retirement planning and employee benefit programs. Their services include designing and managing pension plans, ensuring compliance with legal requirements, and optimizing cost-effectiveness. Aptia specializes in various pension schemes, such as defined benefit and defined contribution plans, assisting clients with plan design, implementation, and ongoing management. Additionally, they offer employee benefits consulting, including health and wellness programs and insurance plans, to enhance employee satisfaction and retention. Aptia differentiates itself through a client-centric approach, focusing on building long-term relationships and delivering expert advice tailored to each client's needs. Their goal is to ensure that clients' benefit programs are compliant, cost-effective, and aligned with their broader business objectives.

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

2023

Growth & Insights
Headcount

6 month growth

61%

1 year growth

1594%

2 year growth

6509%
Simplify Jobs

Simplify's Take

What believers are saying

  • Digital transformation in the sector boosts demand for Aptia's modernized solutions.
  • Personalized benefits packages trend allows Aptia to expand tailored consulting services.
  • ESG factors in investment decisions offer Aptia opportunities in pension plan designs.

What critics are saying

  • Increased competition from modernized HR outsourcing firms pressures Aptia to innovate.
  • Strategic shifts under new U.S. President Jeff Williams may disrupt client relationships.
  • Bain Capital's involvement may lead to financial scrutiny and pressure for rapid returns.

What makes Aptia unique

  • Aptia specializes in comprehensive pension and employee benefits solutions, tailored to client needs.
  • The firm excels in designing compliant, cost-effective, and sustainable pension plans.
  • Aptia's client-centric approach focuses on long-term relationships and personalized service.

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