Summary
Overview
Work history
Education
Skills
Languages
ADDITIONAL EXPERIENCE
Timeline
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Alan Ritchie

London,UK

Summary

Accomplished professional specializing in software solutions design and agile project management. Expertise in tools such as Aladdin, Eagle PACE, and Salesforce to optimize workflows and enhance business processes. Proficient in data analysis, process mapping, and business requirements documentation, ensuring effective stakeholder engagement. Skilled in change management and team leadership, focusing on training facilitation and conflict resolution while adhering to MIFID II, GDPR, and GIPS standards.

Overview

14
14
years of professional experience

Work history

Business Analyst – Process Specialist - Contract

Railpen
London
09.2024 - 06.2025
  • Worked within the Change and Transformation department and contributed to various projects during this time. Involved in discovery phase of potential changes to Defined Contribution scheme through to improving processes within Finance and Fiduciary and Investment Management. Worked alongside BAU Finance and Benefits to enhance current processes, captured via documentation and then the production of Process Flows.
  • Key Contributions:
  • Conducted in-depth analysis of existing business processes to identify inefficiencies and bottlenecks, regarding the revising of the TOM and the discovery phase of Doing DC Differently.
  • Designed processes that were more effective, efficient (LEAN) and aligned with Railpen’s strategy and goals, when contributing to remediation work within Benefits, Finance and FIM.
  • Collaborated with cross-functional teams to gather requirements, design new processes – build Visio process flows, to ensure successful implementation regarding the outsourcing of the current TPA business.
  • Ensured accurate documentation of all business requirements, aiding seamless project flow .

Business Analyst - Contract

Phoenix Group
London
06.2024 - 08.2024
  • Supported Sun Life of Canada integration project through the development of BRD’s and ‘As-Is To-Be’ Process Maps (MS Visio BPMN 2.0) spanning various workstreams such as Tax, With Profits, and Actuarial Modelling.
  • Led cross-functional teams towards successful project completion on schedule and within budget constraints.
  • Produced detailed reports to aid in key decision-making processes.
  • Collaborated with IT team to design efficient software solutions, improving workflow significantly.

Business Analyst - Contract

Schroders
London
10.2022 - 09.2023
  • Project Managed: Profile mapped the ‘As Is’ state of the actively managed funds within the legacy B One performance reporting system. Analysed requirements and assessed new capabilities required to support the programme including process mapping via MS Visio, by engaging with the new service provider (BRS - Aladdin) and the various Global Stakeholders to agree the ‘To Be’ state in the future Aladdin performance reporting system. Participated in daily Sprint calls, liaised with the business to imbed the Strategic Performance project, taking ownership to convert high-level business requirements into detailed, clear, and concise user stories with well-defined acceptance criteria for BRS (documented and mitigated risks within Aladdin) and within the business. Managed the concurrency of activities, such as change backlogs and incident resolution, while adhering to business priorities in an Agile way.
  • Key Contributions:
  • Proven cross-functional leadership when working with Performance BAU, Technology, Investment and Index Providers to manage the validation and migrating of data (Fund and Benchmark) from legacy feeds, to enable the centralising of Performance and Reporting via Aladdin, prior to embedding with global Performance BAU.
  • Supported the Operations and Project teams throughout the delivery cycle – including change request processes, team meetings, reviews and information sharing within the TOM environment.
  • Third Party service provider experience: Working as an SME of Aladdin, with BRS during the implementation of Aladdin as the Performance reporting system, replacing Bi Sam.
  • Performed quality assurance tests to ensure product reliability and efficiency before deployment.

Business Analyst - Contract

Abrdn (Aberdeen Standard Investments)
London
10.2018 - 10.2022
  • Managed process mapping of ‘As Is’ state for 850 GIPS Composites pre-merger.
  • Engaged global stakeholders to define consistent ‘To Be’ state for investment processes.
  • Oversaw GIPS Verification processes for merged ASI business, securing EY sign-off.
  • Led data analysis across Lipper, Morningstar, and Fund Returns to identify remediation needs.
  • Produced Business Requirements Document for Peer Group Analysis project.
  • Facilitated Sprint calls to develop project road maps and resolve issues.
  • Collaborated with external providers for data validation and migration, enhancing reporting.
  • Designed efficient software solutions with IT team, optimising workflows.
  • Identified potential risks with thorough business impact analyses.
  • Conducted training sessions for new software implementations, increasing staff productivity levels.
  • Led cross-functional teams towards successful project completion on schedule and within budget constraints.
  • Managed multiple stakeholders, ensuring clear communication throughout projects' lifespan.
  • Interviewed staff to obtain personal observations and insights into existing procedural strengths and weaknesses.

Performance and Reporting Consultant - Contract

Kleinwort Hambros SG
London
05.2018 - 08.2018
  • Verified that the systems delivered as part of the implementation programme were fit for purpose, identified and implemented any required changes to business processes, and ensured that the transition from the ‘as-is’ to the FNZ One platform was smooth and did not cause disruption in the business.
  • Key Contributions:
  • Managed the interrogation and validation of the FNZ One performance calculation and reporting process, in consultation with BAU Performance, Client Reporting and Product Control requirements.
  • Maintained regular interaction with internal users and platform developers, to drive the resolution of issues and report progress on a regular basis to stakeholders, via RAID Log and Weekly Status reports.
  • Raised Jira’s when required, to escalate and resolve ongoing issues. Documented and presented processes within an Agile environment, for end users to take ownership of and maintain.
  • Worked flexible hours, covering nights, weekends and bank holidays.

Senior Consultant - Contract

JHC Financial
London
09.2017 - 01.2018
  • Delivered tactical guidance and consultancy for the implementation of MIFID II requirements. Assisted with existing and future requirements for the execution of GDPR. Conducted visits to assess client needs which optimised data, performance, and client reporting.
  • Key Contributions:
  • Led the successful integration of the Daily Weighted Performance process within Figaro to monitor 10% MIFID II requirement using SQL commands to analyse test files in pre-production system before ‘Go Live’.
  • Maintained work order costs under 90% of total budget through efficient turnaround of client requests.
  • Credited with providing outstanding service and acquiring more client’s due to positive CRM feedback.
  • Guided clients toward improved organisational structures and better solutions for identified problems.

Data, Performance Analysis & Client Reporting Manager - Permanent

First State Investments
London
07.2015 - 08.2017
  • Managed end-to-end decommissioning of legacy performance system BarraOne, embedding Eagle as global reporting source.
  • Produced Business Requirement Documents for Eagle and Client Reporting function setup.
  • Established Client Reporting function in London, overseeing User Acceptance Testing of Vermilion process.
  • Collaborated with stakeholders in trade support, compliance, distribution, marketing, and front office to enhance operational efficiency.
  • Optimised end-user experience for global Performance and Client Reporting across Hong Kong, Sydney, and Edinburgh.
  • Successfully implemented Vermilion client reporting function while managing dedicated Client Reporting team.
  • Decommissioned BarraOne, resulting in £50,000 savings on Rimes index provider licence fees.
  • Coordinated with MSCI to ensure timely index provision and compliance with audit needs.
  • Facilitated training sessions for junior team members, raising team competency levels.
  • Leveraged advanced analytics tools, delivering insights that drove business growth.
  • Maintained highest standards of accuracy in all financial reports, ensuring credibility and trustworthiness.
  • Addressed critical issues promptly, preventing potential damage to client relationships.
  • Liaised with stakeholders effectively, fostering strong professional relationships.
  • Streamlined internal communication by implementing new reporting procedures.
  • Managed complex client reporting processes, enhancing operational efficiency.
  • Regularly updated management about key account developments, aiding swift response to changes.

Performance Consultant - Contract

HSBC Security Services (HSS)
Glasgow
11.2014 - 06.2015
  • Within Project Mandarin: Project managed the allocated funds and performance history from Statpro to B-One. Analysed and managed Finisco data files into B One, reconciled to Statpro output, tested production of Performance Packs and numerous reports. Within Project Alloy: managed proposals for and the incorporation of changes to service delivery following the SLI acquisition of Ignis asset management.
  • Key Contributions:
  • Maximised data gathering and reporting requirements from Ignis and eliminated future manual adjustments from the BAU side in conjunction with Settlements and BAU team.
  • Integrated B One to improve efficiency and reduce number BAU performance analysts from 11 to 7.
  • Removed requirements for manual adjustments to data, reducing error rates by 30% in report formulation as well as generating detailed reports by BD 7, a reduction of three business days.

Performance Data Senior Analyst - Contract

Newton Asset Management
London
04.2014 - 08.2014
  • Executed BAU tasks and evaluated quarterly MI reporting data associated with stock selection and asset allocation to reconcile net management effect for client reporting sign-off. Interlinked at security level the composite data within Joiners, Leavers and Switchers among PACE and Excel. Conducted thorough analysis of poor performing securities and summarised performance trends within the composite strategies and submitted graphs and PowerPoint analysis to investment managers and senior management.
  • Key Contributions:
  • Project managed the GIPS verification process, which resulted in executing the process in half the time from the previous year. Documented the efficient process for the following year handover.
  • Championed effective communication channels maintaining transparency across departments.

MI/Bi Sam Performance Senior Analyst - Contract

JPMorgan Asset Management
London
09.2013 - 02.2014
  • Managed the returns and attributions for the historical on-boarding process, back loaded attribution history files from Xamin, reconciled attributions and created BiSam attribution comparison packs for BAU and Front Office.
  • Key Contributions:
  • Regulated the reconciliation of historical portfolio data for Global Multi Asset accounts amongst the Xamin legacy and BiSam platform.
  • Mitigated escalated issues and discrepancies using decomposed portfolio data to achieve the successful rolling-up to the official published total return.
  • Championed effective communication channels maintaining transparency across departments.

Senior Performance Analyst - CAPS Project Manager - Contract

Barclays Wealth
Canary Wharf
08.2011 - 07.2013
  • Administered the production of monthly performance and attribution reports for Multi-Manager and European multi asset portfolios. Managed compilation and integrity of fund and benchmark data input into Factset. SME for Equity and Fixed Income return enquiries from portfolio managers. Project managed all aspects of the CAPS performance data migration project from end to end. Maintained working rapport with the charity bankers, client reporting, and performance teams for execution of CAPS decommissioning project and Factset output.
  • Key Contributions:
  • Strengthened relationships with third party NT and BNY data suppliers, coordinated and optimised price feeds, and reduced pricing lag, resulting in consistent performance reporting.
  • Developed and executed composite benchmarks relating to classification structures, and maintenance and re-weighting of the underlying indices, within Factset.
  • Collaborated with cross-functional teams for efficient project management.
  • Collaborated with management to develop and implement Key Performance Indicators, improving productivity and growth in line with key business objectives.

Education

IMC Qualification -

CFA
London
/2009 - /2010

Diploma - Computer Science

Southland Polytechnic
Invercargill / New Zealand
/1995 - /1996

Bachelor of Commerce Degree - Accounting & Finance

University of Otago
Dunedin / New Zealand
/1988 - /1992

Skills

  • Aladdin (Accounting and Explore), B One (Bi Sam), Eagle PACE, Vermilion, Factset, MS Visio BPMN 20, Azure, FNZ, Morningstar, StatPro, Lipper, PerformaGlobal, Xamin, Sharepoint, Rimes, Bloomberg Port, BarraOne, Salesforce, Microsoft Office, MIFID II, GDPR, GIPS
  • Process mapping
  • Business requirements documentation
  • Data analysis
  • Software solutions design
  • Agile project management
  • Cross-functional collaboration
  • Stakeholder engagement
  • Workflow optimisation
  • Reporting and documentation
  • Change management
  • Team leadership
  • Problem solving
  • Conflict resolution
  • Training facilitation
  • BPMN tool use
  • Performance reporting
  • Relationship Management
  • Requirement gathering
  • Performance measurement systems

Languages

English
Native

ADDITIONAL EXPERIENCE

  • Data & Performance Manager – Maternity Cover Contract, Cardano Solvency Management, London
  • Senior Performance & Reporting Analyst – Contract, RBS Asset Management, London
  • Senior Performance Analyst – Investment Ops, - Contract, Alliance Bernstein, Green Park, London
  • Performance Analyst – Contract, Northern Trust/Insight Investment, Canary Wharf
  • Global Control Officer – Europe/Asia Ops Control – Contract, WestLB Bank, London
  • Cash & Stock Reconciliation’s Manager – Permanent, ING Bank, London
  • Operations Control Department – Permanent, Merrill Lynch International, London

Timeline

Business Analyst – Process Specialist - Contract

Railpen
09.2024 - 06.2025

Business Analyst - Contract

Phoenix Group
06.2024 - 08.2024

Business Analyst - Contract

Schroders
10.2022 - 09.2023

Business Analyst - Contract

Abrdn (Aberdeen Standard Investments)
10.2018 - 10.2022

Performance and Reporting Consultant - Contract

Kleinwort Hambros SG
05.2018 - 08.2018

Senior Consultant - Contract

JHC Financial
09.2017 - 01.2018

Data, Performance Analysis & Client Reporting Manager - Permanent

First State Investments
07.2015 - 08.2017

Performance Consultant - Contract

HSBC Security Services (HSS)
11.2014 - 06.2015

Performance Data Senior Analyst - Contract

Newton Asset Management
04.2014 - 08.2014

MI/Bi Sam Performance Senior Analyst - Contract

JPMorgan Asset Management
09.2013 - 02.2014

Senior Performance Analyst - CAPS Project Manager - Contract

Barclays Wealth
08.2011 - 07.2013

IMC Qualification -

CFA
/2009 - /2010

Diploma - Computer Science

Southland Polytechnic
/1995 - /1996

Bachelor of Commerce Degree - Accounting & Finance

University of Otago
/1988 - /1992

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Alan Ritchie