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
05.2024 - 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
01.2024 - 05.2024
- 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
04.2023 - 01.2024
- 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
01.2022 - 04.2023
Business Development Assistant
Nationwide Vehicle hire
Ormskirk
01.2021 - 01.2022
- 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
04.2022 - 06.2023
Bsc Economics
Queens University Belfast
09.2018 - 06.2020
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
05.2024 - Current
Interim Deputy Head of Dealing & Registration
Marlborough Group
01.2024 - 05.2024
Senior Dealing Associate
Marlborough Group
04.2023 - 01.2024
IOC - UK Financial Regulation, Introduction to Securities & Investment, Collective Investment Schemes
Chartered Institute for Securities & Investment
04.2022 - 06.2023
Dealing Associate
Marlborough Group
01.2022 - 04.2023
Business Development Assistant
Nationwide Vehicle hire
01.2021 - 01.2022
Bsc Economics
Queens University Belfast
09.2018 - 06.2020
A-Levels - Maths, Economics, Geography
Merchant Taylor's Crosby
2017 -
GCSEs - 10 GCSEs A*-C (Including Maths & English)
Merchant Taylor's Crosby
2015 -
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