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Job Description
Reporting to the US Head of Integration and Transformation, the Business Transformation Expert is a critical position within our Global operations. This person supports strategic and transformational initiatives focused on our Fund Admin business. For identified initiatives, this position will support all initial and ongoing project management requirements, including project approach and plan development, project tracking and monitoring, issue & risk management, project & team communications, meeting facilitation, and project reporting.
Program Manager’s responsibilities include developing strong relationships across the various functions within the US Organization and global level focusing specifically on our Fund Admin business. They will connect with key business executives and stakeholders and preparing governance information for periodic review and assessment. Transformation Expert also answers queries and identifies new opportunities for operational excellence. In this role, you will liaise with cross-functional internal teams (including Group function such as Business Analysts, Projects, IT, Finance, Compliance and HR departments) to accelerate business growth and improve operational performance. This position may require occasional travel.
Tasks & Key Responsibilities
- Manage and deliver complex transformation projects, acquisition integrations and client migrations in support of the Fund Admin business, ensuring alignment with strategic objectives.
- Provides change management consulting in design, development, and implementation of complex/large Fund Admin change programs.
- Oversee project budgets, resources, and timelines while ensuring delivery of expected benefits.
- Assist with the development of project management tools and resources that can be consistently used across identified initiatives, including project plans, project tracking tools, weekly/monthly update presentations for leadership, and related items
- Build and maintain key stakeholder relationships across functions and geographies.
- Drive the implementation of change management and communication initiatives.
- Establish and maintain project governance frameworks and methodologies.
- Monitor and manage project risks, issues, and dependencies.
- Meet business transformation project deliverables on time and within scope and budget
- Provide support to the Individuals within the team and the broader teams that will be used to deliver the Transformation agenda
- Recognizes the need to address difficult issues with senior leaders and expresses opinions with various solution options. Comfortable presenting at Senior Executive level Steering Committees.
- Assist with challenging client requests or issue escalations as needed
Qualifications
Required:
- Five plus years experience.
- Bachelors degree in Business or other relevant field or equivalent professional qualification.
- Comfort and experience working across borders and with different cultures.
- Demonstrable ability to listen, negotiate, communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level.
- Evidence of strong relationship building & communication skills a key differentiator.
- Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail.
- Background in accounting, ideally private equity fund accounting.
- Strong MS Office skills – particularly Excel.
Preferred:
- Seven plus years experience.
- Financial Services / PE Company or related industry experience.
- Firsthand experience leading projects, particularly integrations and/or other strategic transformational programs
- Strong working knowledge of Visual Basic and/or Excel macros
- Master’s Degree
- Location preferences are Dallas, TX or New York, but will consider other locations for the right candidate.
Key competencies for position and level
- Customer focus, mostly internal (occasionally external)
- Communicates effectively.
- Plans, aligns, coordinates, and executes activities.
- Interpersonal savvy
- Results & Execution oriented
- Takes ownership of tasks and objectives
In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder is expected to demonstrate the following:
- Attention to detail
- Analytical reporting
- Business acumen
- Collaboration
- Decision making
- Proactivity
- Relationship building
- Positivity
- Team working
Additional information
Salary based on experience and location ($95,000-$115,000) and full benefits package offered.
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OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Company description
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
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