Senior Capability Development Analyst

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance 

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. 

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. 

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. 

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. 

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. 

What’s In It For You 

• Competitive salary 
• We are globally hybrid (please check the specifics for this role during interview process)
• Flexible working hours 
• Private Pension Plan fully paid by the company after probation
• Private medical insurance with Catastrophe cover fully paid by the company
• Employee recognition program and spot bonuses 

Conduct the following within prescribed deadlines: 

• Design, develop, and maintain operational training curricula, learning pathways, job aids, and procedural documentation, aligned with current policies, regulatory requirements, operating procedures, and business priorities. 
• Partner with Learning & Development Team to design and maintain operational learning programmes within the existing learning platform. 
• Collaborate with the Client Excellence Team and subject matter experts to maintain and continuously improve jurisdictional knowledge repositories. 
• Deliver classroom, virtual, and on-the-job training for new joiners and existing employees in line with the Learning Academy Framework. 
• Conduct post-training assessments and evaluate the effectiveness of learning interventions. 
• Recommend retraining, coaching, or capability development actions based on assessment outcomes. 
• Analyse quality assurance findings, operational defects, compliance issues, and customer escalations to identify recurring themes and root causes. 
• Perform trend analysis, Pareto analysis, and other diagnostic techniques to identify learning opportunities and operational risks. 
• Translate operational insights into targeted learning and improvement initiatives. 
• Facilitate weekly quality circles, knowledge-sharing sessions, and operational best practice forums across teams. 
• Provide one-to-one and team coaching to reinforce expected standards, behaviours, and operational procedures. 
• Support managers in embedding learning, developing improvement plans and ensuring improvements become sustainable ways of working. 
• Monitor the impact of training and coaching interventions on quality, productivity, and customer outcomes. 
• Act as a trusted advisor to operational teams on process execution and capability development. 
• Continuously improve the Learning Academy Framework for learning effectiveness. 
• To undertake any ad hoc duties as may be required. 

Other Responsibilities 

• Be aware of risk exposure and promptly escalate issues arising to members of the Management team 
• Protect the confidentiality, integrity and availability of all information on Ocorian, its clients and employees at all times to safeguard the professional reputation of Ocorian, its employees and its clients. 
• Comply with all information security policies, procedures and guidelines in place at Ocorian to ensure information security. 

• Bachelor’s degree in management, finance or related field 
• 5+ years work experience in management company, client service delivery or shared services. 
• Good understanding of financial services operations, global business, including AML/CFT requirements. 
• Proven experience in operational training, coaching, quality assurance, or continuous improvement roles. 
• Proven experience of quality analysis methodologies and root cause analysis techniques. 
• Proven experience conducting trend analysis and using performance data to identify improvement opportunities. 
• Proven capability in training design and learning content development. 
• Excellent Microsoft Office skills with strong presentation development capability. 
• Proven experience working with AI / automation tools is preferred. 
• Good communication and stakeholder management abilities. 

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.