Jeff Rickman
Lead Business Analyst @Phoenix Group
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WORK HISTORY
Lead Business Analyst @Phoenix Group
City Of Edinburgh, GB
Fund Rationalisation: Delivered analysis on asset manager and ETF exposures to streamline oversight, reduce fee dispersion, and enhance the investment proposition. Built a dynamic data model using Excel, Power Query, and dashboards — later adopted by Deloitte as the foundation for a scalable BI tool. Re-engaged post-Fund Master to support delivery, planning, and platform issue resolution.• Fund Master Implementation: Led a BA team to launch Fundipedia as the centralised fund master, establishing a single source of truth for fund data. Oversaw phased delivery planning, risk mitigation, and stakeholder alignment to ensure minimal disruption and long-term scalability.• Threshold Monitoring & Shareholder Disclosure: Implemented FundApps to automate regulatory compliance and designed new processes to meet evolving shareholder disclosure requirements.
EDUCATION
Braintree College of Further Education
Physics, Mathematics (Pure & Further Pure), COBOL Computer Programming
Helena Romanes Comprehensive School
English, Geography, Physics, Chemistry, Technical Drawing, Art
SKILLS
ABOUT JEFF RICKMAN
Experienced business consultant and analyst with a robust background in asset and wealth management. Specialises in investments, operations, governance, risk management, and regulatory change. Demonstrates a genuine passion for business optimisation, workflow design, and data analysis, with a proven track record of establishing effective oversight and control structures. Adept at leading strategic change, facilitating business integration, and driving operational improvements, whilst managing daily operations to enhance efficiency and value. Collaborative and pragmatic in approach, enjoys empowering teams and making decisive decisions to deliver positive change and help people reach their full potential. Proven Expertise: I possess a strong track record in asset management, investment governance, risk management, regulatory compliance, and operational change. My expertise ensures that organisations are well-prepared to navigate complex challenges effectively.Navigating Complexity: Throughout my career, I\'ve successfully executed projects within intricate static, and transforming business landscapes; mergers and migrations, facilitating business integration, driving operational process improvements, and aligning with strategic vision.Innovation Driver: I\'m recognised for my ability to drive innovation by seeking opportunities through process re-engineering. I leverage key staff knowledge and data analysis to construct compelling business cases, unlocking operational efficiency gains that enhance overall performance and add more than MVP.Collaborative Individual: I excel at fostering collaboration across divisions, business units, and teams. Adaptable methods enable me to engage individuals of all levels across the business, providing contextual knowledge to enable effective responses and assistance.
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