Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Client Operations Transformation Analyst is central to Triple Point’s Systems Process and Data (SPD) transformation programme and the wider Client Operations change/reporting agenda. This role supports the transformation of business needs into delivered improvements by triaging requests, defining requirements, running UAT, and maintaining project documentation. The analyst will also build automations using tools like Power Automate and AI assistants, and temporarily oversee regulatory reporting submissions.

Responsibilities

Triage incoming project and change requests.
Validate and score requests against the prioritisation model.
Maintain the master request list and Jira backlog.
Produce shortlists for governance and prioritisation forums.
Run requirements sessions with the business to define clear, testable requirements and user stories.
Define acceptance criteria and definition of done for each work item.
Plan and coordinate testing of builds with business owners, including test scripts, sign-off, and defect tracking.
Administer Jira and Confluence boards, maintaining tickets and the change log.
Build reporting dashboards for governance and delivery tracking.
Identify automation opportunities and build smaller automations using Power Automate.
Utilise tools like EverWorker and AI assistants to enhance team automation capabilities.
Coordinate activities across Sales, Client Services, Client Operations, Reporting, and Marketing teams.
Prepare meeting materials and governance session documentation.
Capture meeting notes and actions, and maintain trackers.
Support annual CRS, FATCA, and HMRC filings accurately and within deadlines.
Support annual VCT and ISA filings.
Assist with team audits and regulator engagement, including responding to auditor and DDQ requests.
Support the production of recurring MI and KPI reporting.
Extract and quality-check Salesforce MI and data for departmental reporting and KPI dashboards.
Flag data quality issues or unusual patterns in data.
Provide oversight for automated reporting processes and support directly as needed.
Support ad hoc business needs and cross-functional initiatives.

Requirements

Business or transformation analysis experience on a CRM or systems change programme, ideally Salesforce.
Hands-on literacy across Salesforce objects, permissions, reports, and flows.
Proven experience planning and coordinating UAT with business users, including test scripts, sign-off, and defect tracking.
Hands-on administration of Jira and Confluence, including building reporting dashboards and maintaining the governance record.
Advanced Excel and Power BI skills.
Comfortable handling and interpreting data.
Strong requirements elicitation and process mapping skills.
Excellent written communication skills.
Highly organised with the ability to manage multiple workstreams concurrently.
Background in financial services or investment management (desirable).
Awareness of FCA and data protection expectations (desirable).
Experience with Power Automate, VBA, and exposure to AI or automation tools (desirable).

Skills

Salesforce
UAT & Testing
Jira
Confluence
Excel
Power BI
SQL (advantage)
Business Analysis
Process Mapping
Written Communication
Organisation
Power Automate
VBA
AI tools

Location

Hybrid

Work Type

Hybrid
Full-time

Experience Level

Mid-level

Salary/Compensations

Competitive salary

Benefits

Contributory pension
Hybrid/flexible working
Ongoing learning and development opportunities

About the Company

Triple Point has been bringing investment ideas to life since 2004, managing over £2.5 billion across Private Credit, Social Housing, Clean Heat, Energy, and Venture strategies for retail and institutional clients.
The company has over 230 employees committed to improving the world, evidenced by its B Corp certification, adherence to the Principles for Responsible Investment, and recognition as a Sunday Times 'Best Place to Work 2025 & 2026'.
Triple Point values curiosity, generosity, thoughtful action, teamwork, and ownership.

Equal Opportunity

Triple Point is dedicated to providing fair and equal opportunities for all individuals.
Discrimination based on age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated.
The company aims to create a welcoming and diverse work environment where people from all backgrounds feel valued and supported.
Individuals from various backgrounds are actively encouraged to apply.