DescriptionThe Client Reporting organization manages the production of over 700000 client deliverables annually spanning recurring marketing client and regulatory-driven reporting across all client channels and asset classes. The organization is embarking on a multi-year global transformation to implement a new Target State including the deployment of a new vendor reporting platform optimization of data management template enhancements operating model convergence and the decommissioning of legacy systems.
A new Implementation & Transition team is being formed to support the delivery of this strategic initiative. This role will report to the Program Director and work closely with cross-functional stakeholders (e.g. Client Reporting Investment Specialists Sales Marketing Product Technology and external vendor partners) to gather requirements and lead associated deliverables.
Responsibilities:
- Support the end-to-end delivery of the Client Reporting Target State program ensuring alignment with organizational strategy and business objectives.
- Manage assigned workstreams or projects including planning execution and delivery of key milestones.
- Coordinate with stakeholders to ensure effective communication transparency and alignment throughout the program lifecycle.
- Prepare and deliver program updates status reports and risk/issue logs for senior management and steering committees.
- Collaborate with the Product Lead and Technology teams to support integration of the new reporting platform and data management enhancements.
- Drive change management activities including stakeholder engagement training and adoption initiatives.
- Monitor program budgets and track financial performance for assigned workstreams.
- Identify and escalate risks issues and dependencies supporting resolution and mitigation efforts.
- Contribute to the continuous improvement of program governance processes and templates.
Desired qualifications capabilities and skills
- Strong experience in asset management program/project management and/or client reporting with a track record of delivering complex projects or programs.
- Experience supporting large-scale vendor implementations ideally involving reporting platforms (e.g. Kurtosys Factset Vermillion or equivalent) and data management solutions (e.g. Snowflake).
- Demonstrated ability to manage cross-functional teams and work effectively in a matrixed global environment.
- Strong organizational skills attention to detail and results orientation.
- Excellent communication and stakeholder management skills with the ability to tailor messaging to different audiences.
- Experience with change management and process improvement initiatives.
- Proficiency in project management tools and methodologies (e.g. JIRA Agile practises Prince2/APM/PMP etc.).
- Bachelors degree or equivalent; advanced degree or relevant certifications preferred.
Required Experience:
Exec
DescriptionThe Client Reporting organization manages the production of over 700000 client deliverables annually spanning recurring marketing client and regulatory-driven reporting across all client channels and asset classes. The organization is embarking on a multi-year global transformation to imp...
DescriptionThe Client Reporting organization manages the production of over 700000 client deliverables annually spanning recurring marketing client and regulatory-driven reporting across all client channels and asset classes. The organization is embarking on a multi-year global transformation to implement a new Target State including the deployment of a new vendor reporting platform optimization of data management template enhancements operating model convergence and the decommissioning of legacy systems.
A new Implementation & Transition team is being formed to support the delivery of this strategic initiative. This role will report to the Program Director and work closely with cross-functional stakeholders (e.g. Client Reporting Investment Specialists Sales Marketing Product Technology and external vendor partners) to gather requirements and lead associated deliverables.
Responsibilities:
- Support the end-to-end delivery of the Client Reporting Target State program ensuring alignment with organizational strategy and business objectives.
- Manage assigned workstreams or projects including planning execution and delivery of key milestones.
- Coordinate with stakeholders to ensure effective communication transparency and alignment throughout the program lifecycle.
- Prepare and deliver program updates status reports and risk/issue logs for senior management and steering committees.
- Collaborate with the Product Lead and Technology teams to support integration of the new reporting platform and data management enhancements.
- Drive change management activities including stakeholder engagement training and adoption initiatives.
- Monitor program budgets and track financial performance for assigned workstreams.
- Identify and escalate risks issues and dependencies supporting resolution and mitigation efforts.
- Contribute to the continuous improvement of program governance processes and templates.
Desired qualifications capabilities and skills
- Strong experience in asset management program/project management and/or client reporting with a track record of delivering complex projects or programs.
- Experience supporting large-scale vendor implementations ideally involving reporting platforms (e.g. Kurtosys Factset Vermillion or equivalent) and data management solutions (e.g. Snowflake).
- Demonstrated ability to manage cross-functional teams and work effectively in a matrixed global environment.
- Strong organizational skills attention to detail and results orientation.
- Excellent communication and stakeholder management skills with the ability to tailor messaging to different audiences.
- Experience with change management and process improvement initiatives.
- Proficiency in project management tools and methodologies (e.g. JIRA Agile practises Prince2/APM/PMP etc.).
- Bachelors degree or equivalent; advanced degree or relevant certifications preferred.
Required Experience:
Exec
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