Training Lead – Investment Reporting
Contract Type: 6‑Month Contract
Day Rate: £500 per day (Inside IR35)
Location: York
Role Purpose
The Training Lead is responsible for designing, developing, and delivering a comprehensive training curriculum that equips colleagues with the knowledge and capability to operate effectively within the Investment Reporting Team. This includes translating complex Finance technical concepts, data, and reporting requirements into accessible learning content, ensuring individuals are fully prepared for new processes, systems, controls, and reporting outputs.
The role serves as a critical link between Finance technical teams, business SMEs, and key stakeholders to ensure all training is accurate, aligned to programme outcomes, and supports successful implementation.
Key Responsibilities
1. Learning Programme Design
- Develop a structured, multi‑module learning programme covering core investment reporting topics (e.g., complex reporting, investment reporting, asset validations, Clearwater Analytics, Solvency reporting, Credit Risk reporting).
- Define learning objectives aligned to business processes and future-state operating models.
- Translate technical requirements into accessible learning content tailored for different audiences.
2. Training Content Development
- Create high‑quality training materials, including e-learning modules, scenario‑based exercises, data‑flow walkthroughs, and process demonstrations.
- Ensure all materials accurately reflect new system functionality, integrations, reconciliations, controls, and reporting outputs.
- Collaborate with SMEs, data specialists, and Finance technical teams to validate technical accuracy.
- Develop and maintain training modules using essential learning software (e.g., Elucidat).
3. Stakeholder Engagement & Collaboration
- Partner with project managers, business leads, SMEs, and vendors to gather insights and training requirements.
- Present training strategies using business-friendly language and secure approval for curriculum and materials.
4. Training Delivery & Facilitation
- Coordinate pilot training sessions, manage feedback loops, and refine content for improved clarity and learner experience.
5. Readiness, Deployment & Support
- Develop detailed learning deployment plans to support smooth roll‑out and adoption.
6. Quality, Controls & Governance
- Ensure all training materials meet internal governance and documentation standards.
- Maintain audit‑ready documentation including version control and evidence of training delivery.
- Monitor and assess training effectiveness using feedback and performance metrics.
Key Skills & Experience
Technical & Reporting Knowledge
- Strong understanding of investment assets (liquid and illiquid), classifications, lifecycle events, and data flows.
- Knowledge of IFRS reporting, Solvency II investment QRTs, and credit risk reporting requirements.
- Familiarity with analytics systems and ERP platforms used in investment or financial reporting environments.
Training & Learning Expertise
- Experience designing structured learning programmes or technical training pathways.
- Ability to simplify complex technical concepts for diverse learner groups.
- Skilled in creating engaging, accessible materials across multiple content formats.
- Strong communication, influencing, and stakeholder management capabilities.