Power Platforms Systems Specialist

3 weeks ago


London, Greater London, United Kingdom Rothschild & Co Full time

About Rothschild & Co

Rothschild & Co stands as a premier global financial services entity, guided by seven generations of family stewardship and a legacy spanning over two centuries at the heart of international finance.

Our profound expertise, intellectual resources, and expansive global network empower us to offer a unique viewpoint that significantly impacts our clients, communities, and the environment.

With a team of 4,200 skilled professionals across more than 40 countries, we provide a distinctive global outlook through our four leading business sectors: Global Advisory, Wealth Management, Asset Management, and Five Arrows.

As a family-run enterprise, we prioritize our workforce and the importance of selecting the right individuals to advance our business objectives.

Rothschild & Co is dedicated to fostering an inclusive and supportive workplace where diversity and varied perspectives are cherished. We emphasize attracting, developing, and retaining high-caliber talent to ensure that both we and our clients reap the benefits of diversity.

Wealth Management UK, Business Applications Division

Within Rothschild & Co Wealth Management, we provide an impartial long-term outlook on investment, structuring, and asset protection, aimed at preserving and enhancing our clients' wealth. Our extensive suite of private wealth services caters to some of the world's most affluent and accomplished families, entrepreneurs, foundations, and charitable organizations. In a landscape often dominated by short-term thinking, our long-term approach distinguishes us. We advocate for a preservation-first strategy in wealth management.

Recently, we have appointed a Head of Business Applications to assist the WMUK division in defining and developing new IT services that address rapidly changing business requirements and support growth.

The Power Platforms Systems Specialist will report directly to the Head of Business Applications and collaborate closely with key business stakeholders across Wealth Management, as well as Group IT and local IT teams in various locations.

Role Overview

We are in search of a skilled and experienced Power Platforms Systems Specialist to join our Business Applications team. In this role, you will be instrumental in managing, customizing, and maintaining our Power Platforms system to enhance our operational capabilities. You will engage with stakeholders to identify their requirements, configure and tailor the system accordingly, and ensure the accuracy and integrity of data.

You possess a pragmatic approach, adept at balancing business requirements with complexity. You stay abreast of technological advancements in the Power Platforms domain and promote a culture of continuous improvement—learning from past experiences and proposing innovative solutions within the Power Platforms landscape. Additionally, you will collaborate closely with Business and IT teams across the organization, ensuring the Power Platforms system remains maintainable and supportable.

This position is primarily based in London, with occasional travel to other locations as necessary.

Key Responsibilities

  • System Configuration and Customization: Work with business stakeholders to ascertain their needs. Configure and customize the Power Platforms system to fulfill these requirements.
  • Data Management: Ensure the accuracy and integrity of data. Oversee data imports and exports.
  • User Management: Administer user accounts and security roles. Provide training and support to end-users for effective utilization of the Power Platforms system.
  • System Maintenance: Monitor and sustain the Power Platforms system. Implement updates and patches as required.
  • Collaboration and Communication: Engage with cross-functional teams. Effectively communicate project status and issues to stakeholders.

Experience & Skills

  • Proficient in Microsoft Power Platforms, including Dynamics 365 (preferably within financial services) and Power Automate/Power Apps.
  • Demonstrated experience as a Power Platforms/Dynamics 365 Administrator.
  • Skilled in integrating across the Microsoft ecosystem.
  • Expertise in configuring and customizing Dynamics 365.
  • Strong grasp of data management principles within Power Platforms.
  • Experience with data integration and migration processes.
  • Excellent analytical and problem-solving capabilities.
  • Familiarity with Microsoft App Source.

Personal Attributes

  • Ability to engage professionally with a diverse range of stakeholders.
  • Self-driven, determined, and focused on achieving objectives, demonstrating initiative when necessary.
  • Process-oriented with robust management skills, adaptable to thrive in a fast-paced, dynamic environment with high technical complexity.
  • Detail-oriented yet pragmatic, capable of balancing conflicting and evolving demands.
  • Quick learner with a proactive attitude, turning challenges into opportunities.
  • Effective communicator, able to tailor communication style to suit the audience and message, providing timely information to assist others within the organization. Encourages the open expression of diverse ideas and opinions.
  • Capacity to collaborate with stakeholders to transform initially vague needs into tangible solutions.
  • Commercially aware, with insight into external market trends and how technology can serve as a differentiator.
  • Culturally and emotionally aware in an international, distributed organization.


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