Equiniti

• Works within a team responsible for the analysis of tax information related to onboarding, withholding, cost basis and tax reporting
• Performs analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identified
• Monitoring, researching and responding to incoming tax related correspondences within approved timelines
• Reviews and validates tax forms, updates system of record accordingly
• Reviewing Cost Basis Reporting System (CBRS) files and ensuring statements of information are sent appropriately in accordance with IRC
• Processing manual workarounds identified by queries, clearing out of balances as necessary and completing work items sent from Shareholders
• Ensure procedures are up to date with current processing
• Reconciles internal transfers between systems of record
• Cross-train on other department functions, acting as back up when necessary
• Willingness to learn tax concepts and enhance knowledge of tax reporting requirements
• Other duties as assigned

Tax Operations Associate

SDET

• Lead a high-performing team delivering consistent, scalable, and reliable non-functional testing
• Build stakeholder confidence in performance testing as a business enabler
• Drive continuous improvement in team capability, tools, and processes aligned with industry best practices
• Define and evolve non-functional testing strategy, frameworks, and maturity roadmap
• Align team objectives with business and testing strategies
• Govern testing performance through KPIs, metrics, and reporting
• Manage resource planning, prioritisation, and capability deployment
• Influence decisions through engagement with senior stakeholders
• Drive innovation via new tools, automation, and best practices
• Act as escalation point for non-functional testing issues
• Support daily operations including risk management and defect tracking
• Coach and mentor engineers to foster learning and accountability
• Ensure adherence to frameworks, standards, and governance
• Report progress and quality outcomes to senior stakeholders
• Identify future capability needs and champion continuous improvement

Test Engineering Manager

Business Analyst

• Investigate and document current pension scheme processes (DB, DC, hybrid) to Heimdall standards.
• Create detailed SOPs, process maps, and controls tables for all activities earmarked for transition.
• Validate process volumes and client-specific nuances for accurate migration planning.
• Conduct workshops with UK SMEs and Indian teams to capture requirements and clarify dependencies.
• Liaise with Information Security and Compliance teams to ensure DPIAs and regulatory approvals are in place.
• Identify opportunities for process optimisation during migration.
• Recommend automation or efficiency improvements where feasible.

Senior Business Analyst

Project Manager

• Managing a complex project of work, being either a single complex programme or multiple projects throughout the project lifecycle.
• Managing Senior Stakeholders – internal and key client stakeholders.
• Adhering to an agreed Project Management Methodology, ensuring that the appropriate levels of governance are applied to all stages of the programme life cycle.
• Ensuring delivery to agreed business/Client objectives, requirements, schedules, costs and quality objectives.
• Identifying and managing risks, issues and dependencies that could threaten a project’s delivery.
• Proactively identifying countermeasures and recommending and/or taking appropriate action to overcome delays, issues, challenges or cost over-runs.
• Chairing internal and joint client project meetings.
• Develop and maintain effective working relationships with colleagues, stakeholders, suppliers and clients.
• Adherence to all Regulatory, Security and Compliance requirements.

Senior Project Manager

Solutions Engineer

• Design and communicate solution architectures, helping support global delivery teams in the design and development of integrated reusable solutions
• Produce architecture designs that adhere to standard, strategies and practices (including security)
• Present design proposals to and gain agreement from the global architecture review board
• Maintain and support core platform frameworks and guardrails ensuring changes and modifications support the global business and remain compatible with existing integrations
• Consider organisation process and service changes in addition to technology solutions
• Balance solutions using time and cost as factors whilst identifying and mitigating technical risks
• Engage with a variety of stakeholders at varying levels to ensure that all aspects of the solution are fully considered and agreed
• Work on multiple projects at various stages of delivery

Staff Solution Architect

Customer Support

• Responds to phone inquiries in a timely, efficient, and professional manner by providing resolution within established standards
• Candidates must be comfortable using technology working in multiple systems at the same time
• Performs research during and after calls as needed to resolve problems and inquiries
• May act as a back-up for inquiries from higher revenue and contractual clients
• Document call notes ensuring key data is accurately captured in system.
• Representatives must maintain required performance metrics: Call quality, Productivity, Adherence to schedule, Risk and Compliance requirements

Customer Care Associate

• Line Management responsibility for Solution Architects within the Engineering home.
• Provide encouragement, guidance, coaching and mentoring to members of the team.
• Leads the development of architectures for complex solutions ensuring consistency with agreed requirements.
• Establishes policies, principles and practices for the selection of solution architecture components.
• Manages trade-offs and balances functional, service quality and systems management requirements within a significant area of the organisation.
• Communicates proposed decisions to stakeholders.
• Coordinates and manages the target architecture across multiple projects or initiatives.
• Maintains a stable, viable architecture and ensures consistency of design and adherence to appropriate standards across multiple projects or initiatives.
• Lead and promote engineering excellence and quality through appropriate use of analysis tools, control gates and peer reviews by inculcating new ways of thinking to improve design, productivity, and quality.
• Responsible for and above all advocate for the reduction in technical debt across the estate and mission, working alongside Product to ensure the reduction of technical debt is prioritised appropriately.
• Foster and maintain the relationship with central EQ functions (i.e. risk management, compliance, InfoSec etc) and ensure any corrective actions are raised with Product for timely execution.
• Mentor and guide Solution Architects within your team and assist with technical challenges as needed.
• Infuse a sense of ownership & pride amongst team members to deliver high quality work and Institute a self-directed and high-performance culture in the team.

Solution Architect Manager

Analyst

• Being a SME of multiple aspects of the application
• Obtaining Client and documenting requirements both internal and external
• Analysing, documenting and estimating client requirements
• Configuring and testing the Compendia Touch application
• Enhancing, developing and promoting the Touch Model
• Improving the implementation practices and procedures
• Working closely with the development team to refine and improve the system
• Supporting Project Management by leading a workstreams to oversee Client deliverables
• Work collaboratively with customers throughout the full implementation lifecycle by leading or supporting with Client facing communications
• Support Project Management by tracking work through our Agile development and release lifecycle
• Support with visit customer sites when required, with the possibility of working on site for an extended period.
• Supporting with training needs and deliver training to customers as part of project delivery.
• Provide expertise and present demonstrations to prospective customers and colleagues from other parts of the business
• Support in establishing and maintaining excellent customer relationships and promoting the growth of new business from those customers.
• Ensure AzureDev boards are upto date inc updating PM/ leads with progress updates
• Work with an understanding of ongoing projects and the wider strategy for EQ Retirement Solutions
• Attending 3 out of the 4 quarterly team meet ups

Senior Implementation Analyst

Consultant

• Create, develop and maintain operational materials (new system features, Standard Operating Procedures) – ~70% of time
• Deliver improvement sessions and upskilling across the Bulk Purchase Annuities team and related teams (Administration, Onboarding & Transitions, Shared Services) – ~30% of time
• Support transferring knowledge to colleagues in non-UK locations including India
• Produce business user overviews of new system features and enhancements
• Produce improvement materials and guides aimed at end business users
• Facilitate and deliver improvement sessions for new joiners and existing staff via online webinars/screen share or face-to-face
• Schedule, manage logistics and track learning progress and obtain evaluations to measure effectiveness and resource utilisation
• Review and update operational improvement products and materials in line with system, process and legislative changes
• Liaise with senior leadership and business line function heads to ensure compliance with internal processes and legislation
• Provide accessible improvement material in a range of formats and media
• Manage improvement support mailboxes, respond to requests and organise improvement events
• Act as an ambassador for EQ and represent professionally in interactions with colleagues, senior management and clients

Operational Improvement Consultant

Administration

• Provide Accounts Administration service to clients in line with SLAs
• Operate, maintain and reconcile client accounting records
• Operate computerised accounting systems and maintain data, filing and records for the department; check integrity of data
• Accurately process a wide range of routine and non-routine payment transactions and documentation within defined procedures
• Use internet banking for information gathering and electronic payments in local and foreign currencies
• Prepare cheque and credit transfer disbursements and effect payments
• Resolve customer enquiries (oral and written) and draft non-standard correspondence
• Reconcile bank accounts and banking records and prepare periodical reconciliation reports
• Input customer details, access customer information and collate/analyse data to produce routine reports, schedules and summaries
• Provide technical guidance to other team members
• Work as part of a team of over 30 accountancy professionals servicing more than 200 clients; hybrid role based in Crawley (up to 3 days per week)

Client Treasury Administrator

• Provide professional advice, guidance, and support across the project portfolio
• Work with the PMO Lead to maintain an enterprise PMO ensuring a uniform approach to Project Management and Business Analysis
• Work with the Portfolio and Change team to facilitate effective management of the project portfolio
• Ensure appropriate project governance across the portfolio via portfolio reporting and project audits
• Provide support across the project lifecycle and assist in developing, maintaining and improving project templates and tools
• Preparation and maintenance of project documentation
• Preparation and maintenance of risk, issues and actions logs
• Support coordination of project resources, including scheduling and escalation resolution
• Maintain clear records of discussions, decisions and outcomes throughout project lifecycles
• Produce accurate and timely reporting across the portfolio and resource schedules and project billing forecasts
• Ensure accurate time recording and tracking and provide traceability for documentation and organisational knowledge
• Contribute to continuous improvement of the project management framework, processes, and standards by identifying problem areas and investigating solutions
• Working with Government Departments

PMO Analyst

• As a Senior Project Manager, you will manage a platform upgrade/migration to drive forward our operating model transformation programme where we are growing our capability, systems and capacity. This is a 6–12-month FTC. Core Duties/Responsibilities The successful candidates will be responsible for the following, but duties are not limited to: The successful candidate will need to: Develop and manage a detailed delivery plan, including identification of delivery resources required. Providing data analysis and forecasting to key stakeholders Support line managers during the transformation. Manage the key activity workstreams required to support the delivery plan. Develop and agree reporting requirements and use this to monitor and report upon the key activities, milestones and dependencies impacting the plan. Manage the key assumptions and dependencies underpinning the plan. Manage the delivery risks relating to the plan. Monitor and manage the resource plan and costs for the project. Ensure agreed governance for the programme is followed in line with the agreed structure. Prepare a detailed activity schedule for any subsequent project phases.

• Responds to phone inquiries in a timely, efficient, and professional manner by providing resolution within established standards
• Candidates must be comfortable using technology working in multiple systems at the same time
• Performs research during and after calls as needed to resolve problems and inquiries
• May act as a back-up for inquiries from higher revenue and contractual clients
• Document call notes ensuring key data is accurately captured in system
• Representatives must maintain required performance metrics: Call quality Productivity Adherence to schedule Risk and Compliance requirements