The Client Reporting organization manages the production of over 700,000 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.).
• Bachelor’s degree or equivalent; advanced degree or relevant certifications preferred.