About Us

Edgefolio is a B2B FinTech scale-up, building the technology that connects the fund management industry. We are a venture-backed team of innovators and engineers, bringing the industry online by creating best-in-class digital solutions for the worlds leading investment managers.

Edgefolio is being scaled by people all around the world who share our vision. We are an experienced tight-knit team with a strong focus on entrepreneurship, delivery, and scale.

We believe in empowering our teammates in their work, giving them autonomy and ownership of what they do. We want everyone at Edgefolio to own their story and their successes – all our team members are hugely valued and important members of our company's journey.

Job Description

We are looking for a confident and organised Enterprise Solutions Analyst to play a central role in helping to build Edgefolio’s Enterprise business, alongside senior members of the management team including our CEO. It’s important you enjoy different tasks and engaging different customers across delivery and customer success activities. You will work in a rapidly expanding business unit, helping manage commercial and technical relationships through market development, project management and product implementation.

Success in this role will be building relationships with both internal and external customers and helping to achieving their strategic outcomes. You will understand the client's delivery objectives, key business drivers and metrics for success. Working directly with technical teams, you will design and deliver project outcomes as the business grows.

Please note: All our roles are remote-first however candidates must have the ability to travel to London once a month.

Responsibilities

• Build, own and manage enterprise project plans for a variety of Tier 1 and 2 clients developing and refining the Edgefolio’s process and project frameworks for each of these two offerings
• Lead projects across Edgefolio's product and engineering teams to deliver on-time and on- budget
• Identify project risks and issues, escalating where appropriate, in a timely manner
• Manage the expectations and satisfaction of the stakeholders through continuous engagement
• Develop and distribute timely progress status reporting with key metrics to appropriate stakeholders
• Facilitate workshops to capture scope and high-level requirements
• Manage the project delivery and own obtaining the client UAT sign-off in line with the agreed scope
• Implement effective change control by ensuring project change/business impacts are assessed and communicated so all parties are aligned
• Communicate with openness, honesty and respect in all situations and be adept at conflict resolution and direction setting
• Ability to capture lessons learned through post-project analysis

Requirements

• 2 to 5 years of relevant project management, consulting, professional services, or other relevant experience
• Experience managing multiple projects and B2B customers in a financial services environment
• Strong knowledge of enterprise software and the technology lifecycle
• Experience managing multiple internal and external stakeholders
• Confident presentation, reporting and communication skills
• Very well structured and organized and able to respond to changing priorities
• Strong ability to translate business requirements into project plans
• A high technical aptitude and strong attention to detail
• Self-starter with ability to work autonomously in a remote environment

Desirable skills

• Direct experience with hedge funds or investment banks
• Professional qualification in either Prince 2, PMP or Agile Project Management
• Experience in a start-up/scale-up environment
• Experience of enterprise account growth

Benefits

• Compensation package including base + equity options
• Company pension plan
• Flexible, independent and remote-first working environment
• A new MacBook + home office budget, or a co-working space membership
• Enhanced maternity and paternity leave
• Paid time off for business training
• Bike to work scheme
• Mental health support program
• Quarterly in person social events
• Work anniversary day-off
• Perks package incl. discounts at 30,000 brands such as Samsung, Dell & John Lewis
• Huge opportunities for growth and role expansion
• Bring your dog to work!

How to Apply

If you are interested in this role, please send your CV to [email protected], and we’ll be in touch within 5 working days. We look forward to hearing from you!

Edgefolio is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.