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. you

As an Associate in Implementation & Transition team, you will report to the Program Director or a designated Program Manager 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 support 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 project 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.
• Identify and escalate risks, issues, and dependencies, supporting resolution and mitigation efforts.
• Contribute to the continuous improvement of program governance, processes, and templates.

Required qualifications, capabilities and skills

• Minimum 5 years of relevant experience in asset management, project management, and/or client reporting
• Strong organizational and time management skills, with attention to detail.
• Effective written and verbal communication skills.
• Ability to work collaboratively in a team environment and manage multiple priorities.
• Proficiency in MS Office (Excel, PowerPoint, Word).
• Willingness to learn and develop new skills in program and project management.

Preferred qualifications, capabilities and skills

• Experience with project management tools or methodologies a plus.
• Bachelor’s degree or equivalent preferred.