De-risking Senior Analyst

About Aptia

Aptia is a new force in the employee benefits and pensions administration services, on a mission to change the world of administration for the better.

In an underserved market, with huge potential for growth, Aptia serves 1,100 clients in the US and UK markets and will be supported by shared services in India and Portugal - helping more than seven million people live healthier and happier lives.

And we are expanding. Aptia Group is not only fuelled by our investors’ backing but also by our commitment to foster the growth and success of our people. At Aptia, we’re investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. These aren’t just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.

If you want to join a sector that never stands still, in a company culture that is agile and that will invest in your career development, we could have your perfect next role.

Job requirements

Working as part of the De-Risking team, your role as Senior Analyst will focus on projects providing an accurate, reliable, and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike.

You will manage the client relationships for certain projects, acting as the client’s point of contact for guidance, billing, and budgeting, reporting to the De-risking Manager. 

You will need to demonstrate an adaptable and innovative approach to problem solving, and the ability to build relationships based on honesty, respect, and encouragement to achieve success.

This position will work on a hybrid basis from any Aptia UK office location.

Here’s what you’ll be doing:

Processes

• 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.

Performance

• 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.

Financials

• 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.

Client

• 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.

People

• 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.

Here’s what we’re looking for:

• 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.

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.