Role Overview
We are seeking an experienced and dynamic Investment Data & Performance Lead to drive the end-to-end delivery of a cutting-edge investment performance and attribution reporting capability. This role is instrumental in enabling actionable insights to improve investment decision-making across a global organization.
Key Responsibilities
As the Investment Data & Performance Lead, you will:
- Lead the delivery of a strategic solution to enable consistent, granular performance attribution reporting across multiple business units and investment teams.
- Oversee the cutover of existing performance reporting processes to the new data and reporting platform, ensuring seamless integration and data accuracy.
- Own and manage the overall project plan, coordinating activities and dependencies across vendors, technology teams, and key stakeholders.
- Collaborate with senior investment and finance stakeholders to gather, document, and validate functional and non-functional requirements, ensuring alignment with business objectives.
- Validate solution designs with external vendors and internal teams, ensuring compatibility with existing tools and data sources.
- Design and document future-state processes and controls, clearly defining roles, responsibilities, and governance structures.
- Oversee testing, including vendor-led validation and business user acceptance, to ensure accuracy, completeness, and readiness for go-live.
- Manage risks, issues, and dependencies proactively, escalating where necessary and ensuring timely resolution to keep delivery on track.
- Support change management, including the creation of training materials, communications, and transition plans to ensure smooth adoption of the solution.
Key Deliverables:
- Delivery of an investment performance reporting solution that provides accurate, reliable, and actionable insights for investment decision-making.
- Comprehensive project governance, with timely reporting, escalation, and resolution of risks and issues.
- Future-state processes and controls fully documented and endorsed by stakeholders.
- Business readiness achieved through effective training, communication, and transition management.
- Successful completion of solution testing and validation, ensuring high-quality performance attribution outputs.
- Alignment with strategic objectives, delivering measurable improvements in decision-making and operational efficiency.
Core Expertise that we are looking:
- Extensive knowledge of investment management, ideally within the insurance or asset management sectors.
- A minimum of 8 years of experience in project management and business analysis roles, preferably in financial services.
- Proven success in delivering complex solutions involving multiple stakeholders and vendors.
- Familiarity with investment performance and attribution concepts, tools, and workflows.
Skills & Competencies:
- Strong ability to gather, document, and validate business and functional requirements, translating them into clear solution designs.
- Exceptional project management skills, including planning, scheduling, resource coordination, risk management, and stakeholder reporting.
- Hands-on, proactive approach, with the ability to manage both strategic project activities and detailed deliverables.
- Analytical problem-solving skills, with close attention to detail and the ability to identify and address issues early.
- High level of data literacy, with the ability to interpret and validate complex investment data sets.
- Expertise in vendor and third-party management, ensuring timely and high-quality delivery.
- Strong stakeholder management and communication skills, with the ability to influence and collaborate across diverse teams.
- Adaptability and outcome-focused mindset, with the ability to prioritise effectively and manage ambiguity.
