William Sharples
Liverpool,Merseyside
Summary
Analytical and results-driven Business Analyst with 3+ years of experience in financial services, specialising in asset management and investment analysis. Skilled in data modelling, stakeholder communication, and process optimisation. Adept at bridging the gap between business needs and technical solutions.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
Work history
Business Development & Process Improvement Analyst
SS&C Technologies
North West
2024.05 - Current
- Coordinated multiple projects including fund launches, mergers, closures, and onboarding of new delegates. Worked closely with investment managers to ensure all product requirements were successfully delivered.
- Successfully managed the onboarding of a new delegate with over £6 billion in AUM, contributing to a 25% increase in business growth. Collaborated in the development of bespoke ad-hoc services tailored to meet the client's unique requirements.
- Analysed existing operational processes and identify areas for improvement, including the automation of manual tasks, resulting in a weekly time savings equivalent to 1.2 full-time employees (FTEs)
- Assisted in the development and tracking of KPIs to measure impact and success of change initiatives through use of Microsoft products including power BI
Interim Deputy Head of Dealing & Registration
Marlborough Group
Bolton
2024.01 - 2024.05
- Overseen the trade execution process, ensuring accuracy, efficiency, and compliance with regulatory requirements.
- Managed investor registration and transaction processing, maintaining strict adherence to AML/KYC regulations.
- Liaised with fund managers, custodians, and transfer agents to resolve queries and improve operational workflows.
- Ensured compliance with industry regulations, internal policies, and best practices in fund administration.
- Compiled and distributed comprehensive monthly KPI packs, designed to provide senior management and designated stakeholders with detailed insights into organisational performance and operational efficiency.
Senior Dealing Associate
Marlborough Group
Bolton
2023.04 - 2024.01
- Handled administrative duties, improved operational efficiency.
- Liaised with clients to enhance business relationships.
- Coordinated meetings, ensured smooth operation of daily activities.
Dealing Associate
Marlborough Group
Bolton
2022.01 - 2023.04
Business Development Assistant
Nationwide Vehicle hire
Ormskirk
2021.01 - 2022.01
- Enhanced company reputation by building strong relationships with global Vehicle hire companies.
- Analysed market trends to support strategic planning, enabling the business to select fleet vehicles with the greatest revenue potential.
Education
IOC - UK Financial Regulation, Introduction to Securities & Investment, Collective Investment Schemes
Chartered Institute for Securities & Investment
2022.04 - 2023.06
Bsc Economics
Queens University Belfast
2018.09 - 2020.06
A-Levels - Maths, Economics, Geography
Merchant Taylor's Crosby
2017 -
GCSEs - 10 GCSEs A*-C (Including Maths & English)
Merchant Taylor's Crosby
2015 -
Skills
- VBA Development
- Project management tools mastery
- Brand awareness understanding
- Statistic analysis
- Microsoft Power BI
- Relationship Management
- Financial Market Knowledge
Affiliations
- Golf, Running & Football
Accomplishments
SS&C Prestigious Acknowledgment Award -
References
References available upon request.
Timeline
Business Development & Process Improvement Analyst
SS&C Technologies
2024.05 - Current
Interim Deputy Head of Dealing & Registration
Marlborough Group
2024.01 - 2024.05
Senior Dealing Associate
Marlborough Group
2023.04 - 2024.01
IOC - UK Financial Regulation, Introduction to Securities & Investment, Collective Investment Schemes
Chartered Institute for Securities & Investment
2022.04 - 2023.06
Dealing Associate
Marlborough Group
2022.01 - 2023.04
Business Development Assistant
Nationwide Vehicle hire
2021.01 - 2022.01
Bsc Economics
Queens University Belfast
2018.09 - 2020.06
A-Levels - Maths, Economics, Geography
Merchant Taylor's Crosby
2017 -
GCSEs - 10 GCSEs A*-C (Including Maths & English)
Merchant Taylor's Crosby
2015 -