Investor Onboarding – Product Owner

Investor Onboarding – Product Owner

16 Oct
|
Ocorian
|
London

16 Oct

Ocorian

London

Job description

Job Description

Please note - we are open to applications from London, Belfast, Guernsey, Jersey, IOM & Mauritius for this position

What's in it for you

- Competitive salary
- Hybrid working
- Discretionary bonus
- Flexible working hours
- Pension
- Private medical insurance
- Dental plan
- Life assurance
- Income protection & Critical illness

Reporting to Global Head of Investor Services

Purpose of the role

We are looking for a knowledgeable and driven Product Owner with a background in Investor Services and particularly investor onboarding to join our team.

As the Product Owner, you will manage the development and enhancement of products designed to meet the unique needs of our clients and their investors.







You will serve as the key point of contact between business teams, the technical teams, and our solution partners ensuring that our services continue to provide outstanding value and efficiency.

This role requires a deep understanding of the investor services landscape, excellent communication, and a passion for building solutions that drive business growth.

Main Responsibilities

- Partner with Product Development and technology to ensure a forward-looking technology and service development roadmaps aligned to group strategy and future client needs;
- Translate complex business requirements into clear user stories and acceptance criteria that the development team and our partners can execute;
- Work closely with development teams, compliance, and operations to deliver new features and improvements that enhance investor experience and streamline service processes;
- Ensure new products and features are deployed effectively across the business and efficiencies are realised;






- Stay informed on industry trends, investor expectations, and regulatory changes to continuously adapt and refine the product;
- Analyse feedback from clients, investors, and market trends to prioritize product enhancements;
- Monitor key product performance metrics, investor satisfaction, and operational efficiency post-launch to drive iterative improvements;
- Actively contribute to answering to RFP’s and commercial propositions;
- Drive internal communication with other functional pillars (Fund Accounting, Admin / CoSec, Management);
- To mentor and support the training of more junior members of staff;

LI-AM1

LI-Hybrid

Qualifications

Knowledge, Skills & Experience

- Experience in developing investor services platforms, fund administration systems,





or similar products and familiarity with investor-related technologies (e.
- g., CRM systems, investor portals, data analytics tools);
- Proven ability to translate client needs and business goals into technical solutions;
- Excellent communication, negotiation, and stakeholder management skills;
- Experience with transformation / change management, global process and control framework implementation and system migrations;
- Knowledge of financial products, investment vehicles, and understanding of key regulatory frameworks and how they impact investor onboarding;
- Ability to demonstrate initiative and to manage and prioritise their workload;
- Diligence and care in all aspects of the job,





in particular with regard to client data and the maintenance of KYC files and records;
- Problem solving being able to review the situation and determine an alternative course of action to achieve the desired goal;
- Strong client focus with the ability to develop and maintain important client relationships.
- Excellent communication skills with superior attention to detail.
- Positive and can-do’ attitude

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are :

- We are CLIENT CENTRIC Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS We aim high. We think and act globally,





seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE With a curious mindset, we ask the right questions to get to the right solution, for our clients faster.

We collaborate to win together and share our successes.

We are ETHICAL We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you.





You can reach us at [email protected] .

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

▶️ Investor Onboarding – Product Owner
🖊️ Ocorian
📍 London

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