🏢 Employer view Example profile — static content to illustrate the schema Consent model — Alex Morgan controls access

The workforce intelligence your organisation needs.

Most organisations cannot evidence workforce skills in a way that stands up to regulatory scrutiny. CareerID fixes that — with two distinct views built for two distinct audiences.

✓ Evidence-backed skills matrix ✓ Workforce data points ✓ GDPR & EU AI Act ready ✓ Consent-governed — field level ✓ No automated decisions

← All views Public profile Private dashboard

HR view — This panel is served to HR, People Analytics, and workforce reporting teams. It contains skills taxonomy data, regulatory compliance indicators, L&D investment tracking, and workforce metrics. Compensation and health data is withheld at field level.

📈 Workforce metrics

Structured workforce reporting data for human capital reporting. Supports internal reporting and emerging regulatory disclosure requirements.

21yr Career span

4 Skill domains

12 Documented skills

58 Evidence records

128h+ L&D hours (logged)

3 Qualifications

🎯 Evidence-backed skills

Skills taxonomy with evidence-validated proficiency levels. Click any skill to see the evidence behind it.

Skill	Domain	Evidence	Proficiency	Evidence records	Last validated
Operations & Delivery
	Operations & Delivery	Evidenced	Leading	9	Feb 2026
Led end-to-end T+1 settlement migration at Harlow AM — reduced settlement fails 62% over 6 months2024✓ Manager-validated Designed target operating model for front-to-back office integration across 3 asset classes2023 Delivered £2.1m operations transformation programme on time and within budget2023✓ Manager-validated Managed daily trade operations across equities, fixed income and derivatives at Caldwell Capital — average 1,200 trades/day with <0.5% error rate2019–2022
	Operations & Delivery	Evidenced	Proficient	8	Feb 2026
Redesigned new joiner onboarding workflow — 40% reduction in time-to-productivity across 3 business lines2023✓ Manager-validated Automated reconciliation exception handling — reduced manual processing time 55%, freeing 1.5 FTE capacity2022 Mapped and standardised 14 core operations processes ahead of FCA operational resilience deadline — zero gaps identified at review2023
	Operations & Delivery	Evidenced	Proficient	6	Feb 2026
Achieved 100% on-time EMIR transaction reporting across 36 months at Caldwell Capital2019–2022 Led T+2 to T+1 settlement readiness assessment for £4.2bn AUM book — remediation plan signed off by COO2024 Reduced settlement fails from 3.2% to 0.8% within first 12 months at Harlow — measured against DTCC benchmark2023
Change & Transformation
	Change & Transformation	Evidenced	Proficient	7	Feb 2026
Delivered £2.1m transformation programme with full board sign-off — zero change rejections across 6 business units2023✓ Manager-validated Achieved 40% onboarding reduction through cross-functional process redesign — sustained over 12-month review period2023✓ Manager-validated Managed change communications programme for DORA readiness rollout — 98% staff completion rate within 6 weeks2024
	Change & Transformation	Evidenced	Proficient	8	Feb 2026
Secured C-suite approval for 3 cross-departmental transformation initiatives with no escalations required2023–2024 Facilitated risk framework rollout across 3 business lines — full leadership buy-in achieved within 8 weeks2023✓ Manager-validated Managed external regulator relationship during FCA supervisory visit — no findings issued, commended by COO2022
	Change & Transformation	Evidenced	Developing	4	Feb 2026
Programme co-lead on DORA operational resilience readiness assessment — 4 workstreams, 12-week delivery2024, in progress Supported PMO framework design for Harlow transformation portfolio — contributed governance templates adopted firm-wide2023 Managed sub-programme (settlement infrastructure) within £2.1m ops transformation2023
Risk & Governance
	Risk & Governance	Evidenced	Proficient	7	Feb 2026
Built firm-wide operational risk framework at Harlow — 34% incident reduction in year 1, across 3 business lines2023✓ Manager-validated Authored ICAAP operational risk section for FCA regulatory submission — accepted without material revision2023 Implemented controls gap remediation programme across 3 business lines — zero regulatory findings at subsequent review2024
	Risk & Governance	Evidenced	Proficient	5	Feb 2026
100% on-time EMIR trade reporting over 36 consecutive months at Caldwell Capital — audited annually2019–2022 Led MiFID II transaction reporting remediation project — cleared 18-month backlog in 8 weeks, no FCA escalation2021 Named point of contact for FCA data quality review — no findings issued, review closed ahead of schedule2022
	Risk & Governance	Evidenced	Developing	3	Feb 2026
Completed FCA Operational Resilience practitioner workshop (16h) — applied directly to Harlow controls gap review2024 Participated in internal audit co-sourcing review for operations controls — contributed 3 remediation recommendations adopted by Audit Committee2023 CIMA Strategic Level in progress — Internal Controls module underway, exam scheduled Q2 20262024–present
Data & Insight
	Data & Insight	Evidenced	Proficient	5	Feb 2026
Designed and delivered operational MI dashboard used by COO and 4 business heads — adopted as standard format across Harlow2023✓ Manager-validated Built daily P&L reconciliation analysis model — reduced query resolution time 70%, cited in year-end review2022 Produced monthly workforce MI pack for ExCo — 12-month continuous delivery, zero revision requests2024
	Data & Insight	Internal	Proficient	4	Feb 2026
Designed Harlow operations dashboard (6 KPI panels) used weekly by senior leadership — reduced ad-hoc data requests by 80%2023 Built automated exception reporting suite replacing 3 manual spreadsheets — saves estimated 6h/week across the team2022 Delivered MI template standard adopted across 3 operations teams — commended in internal quality review2024
	Data & Insight	Internal	Developing	2	Feb 2026
AI-assisted operations analytics course — 18h completed, applying outputs to live MI at Harlow2025, in progress Piloted headcount productivity model for Harlow operations team — 3 metrics adopted into ExCo workforce pack2024, in progress

⚖ Regulatory compliance indicators

Architecture-aligned indicators showing how this profile is designed to support GDPR workforce data obligations, EU AI Act (Annex I & III relevant roles), Equality Act 2010 reporting, and emerging CSRD skills disclosure requirements. These reflect design intent and data architecture — not legal certification or formal regulatory sign-off.

Regulation / Framework	Relevance	Status	Notes
GDPR Article 88	Workforce data processing	✓ Met	Architecture supports employee consent; field-level access controls by design; right to erasure documented in schema
EU AI Act (2024)	AI-assisted HR decisions	✓ Met	Designed for no high-risk AI decisions; human-in-the-loop by architecture; AI outputs labelled throughout
Equality Act 2010	Protected characteristics data	✓ Met	No protected characteristics exposed in this view; DEI skills evidenced through voluntary engagement only
Workforce reporting	Human capital reporting	⚠ Partial	Core workforce metrics available; leadership pipeline metrics not yet in scope for this profile tier
CSRD Skills Disclosure	Workforce capability reporting	⚠ Partial	Structured taxonomy supports future skill disclosure reporting; pipeline in development
UK Workers (Predictable Terms) Act 2023	Skills visibility & mobility	✓ Met	Skills record portable and employee-owned; supports workforce flexibility requirements

📚 L&D investment tracker

Recorded learning and development activity. Supports learning and development reporting and workforce investment disclosure.

Activity	Type	Hours	Status	Skills linked
CIMA Strategic Level — Chartered Management Accountant	Formal qualification	120+	In progress	Data Analysis, Operational Risk, Internal Controls
AI-assisted operations & process analytics	Self-directed	18	In progress	Workforce Analytics, Data Analysis
EU AI Act & DORA — operational resilience overview	Self-directed	8	Complete	Regulatory Reporting, Internal Controls
The Skills Advantage (book)	Self-directed reading	6	Complete	Change Management, Stakeholder Management
FCA Operational Resilience — practitioner workshop	Applied practice	16	Complete	Internal Controls, Operational Risk, Regulatory Reporting

🔍 Skills gap analysis

Against a Head of Operations / COO track role in a regulated asset management environment.

Investment Operations Management

Distinguishing strength; Leading level with manager validation across 9 evidence records

Strength

Process Improvement & Redesign

40% onboarding reduction at Harlow AM — dated, quantified, audit-ready evidence

Strength

Operational Risk Management

34% incident reduction in year one; firm-wide framework across 3 business lines

Strength

Workforce Analytics

Developing — active investment via AI process analytics course (18h in progress)

Developing

CIMA Strategic Level

In progress since 2022 — formalises financial controls and analytical grounding

In progress

Line manager view — This panel is built for the person who works with Alex day-to-day. It focuses on the skills they are actively using in role, their development trajectory, and practical starting points for meaningful 1:1 conversations. Compliance and pay data sits in the HR view, not here.

💡 Skills active in current role

These are the skills Alex is deploying most actively as Head of Operations Transformation at Harlow Asset Management. Proficiency here reflects capability demonstrated in this specific context.

Investment Operations Management

Leading cross-functional transformation across front, middle and back office at Harlow

Leading

Change Management

Delivered £2.1m transformation programme; 40% onboarding reduction with full stakeholder alignment

Proficient

Operational Risk Management

Built firm-wide risk framework, reducing incidents 34% in first year across three business lines

Proficient

Workforce Analytics

Actively developing — AI process analytics course underway; applying to MI reporting at Harlow

Developing

🚀 Development trajectory

Where is Alex heading? Based on active learning investments and stated development focus.

CIMA

Chartered Management Accountant

Formalising analytical and financial controls grounding into a recognised designation. Strategic level in progress since 2022.

AI + Data

Operations Analytics

Converting 18h+ AI process analytics learning into applied MI capability. Targeted at closing the Workforce Analytics gap at Harlow.

Senior Ops

Transformation Leadership

Moving from managing programmes to shaping them. The risk, process, and change combination positions Alex for a COO / Head of Ops track.

💬 1:1 conversation starters

Evidence-based questions to open meaningful development conversations. Not scripts — starting points.

“You reduced operational risk incidents by 34% at Harlow in your first year — that’s a significant evidence record. What was the hardest part of getting stakeholder buy-in across three business lines, and what would you do differently?”

Links to: Operational Risk · Change Management · Stakeholder Management

“Your EMIR reporting workflow delivered 100% on-time submission over three years at Caldwell. How did you design for that level of reliability, and how does that thinking apply to the DORA resilience requirements coming in at Harlow?”

Links to: Regulatory Reporting · Process Improvement · Internal Controls

“You’ve logged a 40% onboarding reduction and a 34% risk reduction at Harlow — both strong, quantified evidence records. What’s the next transformation opportunity in your current role, and what capability do you feel you still need to land it?”

Links to: Programme Management (Developing) · Workforce Analytics (Developing)

“Your career break is mapped in your record as project coordination and advocacy — skills that are evidenced, not hidden. How do you want that period represented publicly, and does the current framing in your CareerID feel right to you?”

Links to: Career narrative · Non-linear career · Private dashboard reflections

📚 Recommended L&D focus

Based on current skill map, development trajectory, and stated ambitions.

📊 Applied analytics project

Structured MI project using Harlow operational data. Bridge the ‘developing’ gap in Workforce Analytics into ‘proficient’ with a concrete, countable output.

🌐 Speaking & thought leadership

Formalise the EMIR / DORA expertise into a publishable perspective piece on operational resilience in asset management. Builds profile and validates subject-matter depth.

⚖ Industry working group

An advisory or working group role on FCA operational resilience or PIMFA standards would develop Internal Controls depth while expanding sector reach.

Company dashboard — Aggregate workforce intelligence across all consented CareerID profiles in your organisation. No individual profiling. No individual scores. Designed for workforce planning, L&D strategy, and regulatory reporting.

Demo figures — your organisation’s data would populate here.

Key skills coverage

Strategic thinking78%

Data analysis65%

Stakeholder management82%

AI literacy34%

Project management71%

People leadership56%

Coverage summary

24 Skills tracked

64% Average coverage

3 Critical gaps

Coverage = proportion of workforce with documented evidence per skill. No individual scoring.

Gaps explained via recognised frameworks. No predictions, only deltas between current and target.

AI literacy

Current: Developing → Target: Proficient

Gap: 2 levels

Could be addressed through structured learning and cross-functional AI projects.

People leadership

Current: Competent → Target: Advanced

Gap: 1 level

Mentoring programmes and stretch assignments typically strengthen this.

Stakeholder management

Current: Proficient → Target: Proficient

On target

Evidence aligns with target. Maintenance through continued practice.

Types of learning that evidence suggests strengthen these skills. No vendor bias.

AI literacy — pathways

Structured: Accredited courses in applied AI, data literacy
Project-based: Cross-functional AI pilot projects
Experience: Rotation into data or technology teams
Micro-credentials: Industry-recognised AI certifications

People leadership — pathways

Structured: Leadership development, coaching qualifications
Project-based: Cross-functional initiatives, change projects
Experience: Mentoring, stretch assignments, team leadership
Informal: Peer learning groups, reflective practice

Mapping to regulatory and reporting frameworks.

Human Capital Reporting

Workforce skills composition Available now
Skills development investment Available now
Workforce planning metrics Requires employer data — provided when your organisation connects
Succession readiness Requires employer data — provided when your organisation connects

Pay Transparency Directive

Skills-based job architecture Available now
Progression evidence Available now
Pay band alignment Requires employer data — provided when your organisation connects
Gender pay gap skills analysis Requires employer data — provided when your organisation connects

CSRD Workforce Disclosures

Workforce skills composition Available now
Training and development data Available now
Workforce diversity indicators Requires employer data — provided when your organisation connects
Social sustainability metrics Requires employer data — provided when your organisation connects

AI Governance Artefacts

AI transparency documentation Available now
Human oversight records Available now
Bias audit trail Requires employer data — provided when your organisation connects
Impact assessment records Requires employer data — provided when your organisation connects

The regulatory case

Most organisations cannot evidence workforce skills in a way that stands up to regulatory scrutiny.

CareerID fixes that — with a data model designed from the ground up for GDPR, the EU AI Act, and the workforce transparency requirements coming next.

📊

HR view

Compliance indicators, skills matrix, workforce metrics, and L&D investment tracking — in one consent-governed place.

👥

Line manager view

Development trajectory, active skills in role, and conversation starters that open the right conversations — no compliance data in this lane.

📈

Company dashboard

Aggregate skills coverage, capability gaps and reporting readiness across your workforce — no individual profiling, no individual scores.

⚖

Regulation-ready

GDPR, EU AI Act, Equality Act. Built to meet what’s required today and designed to grow with what’s coming.

See the company dashboard → Read our regulatory framework → Talk to us about a pilot