James Ridout
Summary
I am a highly motivated and ambitious professional with a keen interest in the wealth management sector, currently serving as a Finance Operations Analyst at Schroders, where I previously gained valuable experience as a Global Technology Apprentice. My background is characterized by strong analytical skills and a commitment to providing exceptional customer service. With a focus on attention to detail and excellence, I am eager to utilize my experience in client interactions, team collaboration, and administrative support as I pursue a role as an Assistant Portfolio Manager at Cazenove Capital.
Overview
3
3
years of professional experience
Work History
Global Technology Apprentice
Schroders
09.2022 - 04.2024
- Served as a point of contact for clients, providing IT support and resolving issues in a timely manner, enhancing client satisfaction
- Assisted in onboarding new team members, ensuring a smooth integration process and maintaining strong relationships
- Organised and prepared meeting materials and reports for various stakeholder meetings, ensuring accurate communication of information
- Engaged in resource management analysis, providing and summarising data for leadership and maintaining an overview of team performance and requirements
- Participated in Continual Service Improvement (CSI) initiatives, proactively recommending and implementing enhancements to service delivery
- Contributed to the 'Shape My Career Series' by writing an article detailing my career journey at Schroders, discussing how I navigated the apprenticeship and successfully transitioned to a permanent role despite limitations in headcount and cost pressures
Finance Operations Analyst
Schroders
05.2024 - Current
- Function as a key point of contact for IT support and onboarding, effectively communicating with clients and the business to ensure seamless operations
- Work collaboratively with the business to identify efficiencies in the purchasing and payables process, ensuring that suppliers are paid on time
- Educate key stakeholders across the organisation to ensure they understand relevant processes and compliance
- Analyse financial operations to enhance efficiency and accuracy in purchasing and payable processes
- Serve as the AI representative for the P2P department, presenting innovative ideas to the Finance Senior Leadership Team (SLT) aimed at enhancing operational efficiency
- Develop and implement automation solutions, including setting up a Teams bot that alerts team members when tickets or finance queries are at risk of breaching SLAs or require immediate action
- Assist in the preparation and presentation of reports for management, facilitating informed decision-making
Education
Global Technology Apprenticeship - BCS Information Communications Technician L3
04.2024
A Levels - Business Studies, IT, Photography
The Weald Sixth Form
Billingshurst, WSX06.2022
GCSEs - English, Math’s And A Range of Others
The Weald School
Billingshurst, WSXSkills
- Excellent communication and interpersonal skills
- Strong analytical and numerical abilities
- Attention to detail and accuracy
- Proficient in Microsoft Office Suite and data analysis tools
- Excellent customer service and relationship management
- Capable of managing multiple tasks and projects under tight deadlines
- Resource management and troubleshooting
Accomplishments
- Achieved a Distinction in Global Technology Apprenticeship, reflecting dedication and excellence.
- Developed and executed a comprehensive training plan for new Service Desk Apprentices, improving onboarding efficiency.
- Led successful CSI initiatives, significantly enhancing the service quality and operations of the Global Service Desk.
Hobbies and Interests
- Keen interest in politics and current affairs, staying informed about key issues that impact the financial sector and society.
- Passion for economics, understanding how economic theories and principles influence market behaviours and financial decisions.
- A strong enthusiasm for monitoring financial markets, analysing trends, and understanding economic indicators to inform investment decisions.
- Enjoy watching the news and regularly reading newspapers, fostering a traditional approach to staying updated; I cherish this experience while living with my nan.
Timeline
Finance Operations Analyst
Schroders
05.2024 - Current
Global Technology Apprentice
Schroders
09.2022 - 04.2024
Global Technology Apprenticeship - BCS Information Communications Technician L3
A Levels - Business Studies, IT, Photography
The Weald Sixth Form
GCSEs - English, Math’s And A Range of Others
The Weald School
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