Fund SME (Subject Matter Expert)

Posted 5 Days Ago
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Stockholm
Mid level
Fintech • Payments • Financial Services
The Role
The Fund SME will analyze and resolve complex issues, providing support based on a strong understanding of platform functionality in wealth management. Responsibilities include monitoring market changes, improving processes, and ensuring high-quality operations. The role requires collaboration with the team and stakeholder management.
Summary Generated by Built In

Role Description 

FNZ is the market leading provider of technology and administration services to major financial institutions in the platform and wealth management sectors across the globe. We partner with life companies, banks, asset managers and discretionary wealth managers to enable them to develop and distribute financial products and services to their customers across all major distribution channels. 

 

We are now hiring a Fund SME (Subject matter expert) to join our enthusiastic team, in our new and modern office in the centre of Stockholm. 

 

Your role is wide-ranging.  

  • You are a process expert within the team, deal with complex issues and deliver resolution. You are capable of analysing problems and identifying the core issues and generating appropriate solutions using sound judgement to solve problems.  

  • You provide support to Operations and the business as a whole, based on your comprehensive and up-to-date technical understanding of platform functionality and operations. 

  • As a Specialist, you actively monitor future market changes and are able to assess the impact of the changes on the team's operations, participate in the planning, documenting, testing and implementation of changes along with supporting the team. You strive to continuously improve the processes in place and ensure that they are up-to-date, correct, of high quality and efficient. 

 

Experience required 

Required Knowledge & Skills 

  • A degree or equivalent in a finance, business or numerate discipline. 

  • Operations experience within the Wealth Management / Platform industry. 

  • Expertise in the Swedish market and regulation

  • Deep knowledge in Mutual fund asset transfers journey between Swedish providers on the Swedish market

  • An expertise in fund administration

  • Experience in client services. 

  • Experience in using Excel for data analysis. 

  • The ability to work accurately and to deadlines. 

  • Capability of managing multiple priorities at the same time and take personal responsibility for achieving them 

  • Excellent interpersonal and strong communication skills. 

  • Self-motivated and ability to quickly learn new things. Effective way of working.

  • Good team work skills and ability to share your experiences and thoughts with your colleagues 

  • English and Swedish fluent 

Preferred Knowledge & Skills 

  • Proposition knowledge of platform industry, from Retail Client to Asset Servicing delivery. 

  • Technical operational knowledge relative to the team under role holders’ remit, 

  • Change management experience, 

  • Understand of risk/compliance policies and processes for a financial services business 

  • Able to demonstrate understanding of regulations that apply within the region  

About FNZ Culture 

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.  

That’s why we value the strength and diversity of thought in our global team.  

The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world. 

Customer obsessed for the long-term 

Think big and make an impact  

Act now and own it all the way 

Challenge, commit and win together 

Read more about The FNZ Way and our values: www.fnz.com/culture 

Opportunities 

  • Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.  

  • Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies; 

  • Working in a flexible and agile way that meets the needs of the business and personal circumstances;  

  • Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority; 

  • We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC. 

 

Commitment to Equal Opportunities  

At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.  

 

In addition, we want to ensure accessibility needs are well supported, if you require specific support please advise us. 

 

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.

Top Skills

Excel
The Company
HQ: London
4,252 Employees
On-site Workplace

What We Do

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future

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