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Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Project Management team to partner with the Business.

As a Portfolio & Performance Product delivery Team member within our dynamic team, you will be working on a broad spectrum of performance measurement, analytics and reporting solutions; collaborating with teams across regions to drive innovation, process enhancement and efficiency; and participating in firm-wide strategic business transformation projects for a complex and fast-growing business line

Job Responsibilities:

  • Work on Big rock initiatives; Platform Modernization (PMOD) for multiple Platforms 
  • Work on the Quarterly Performance Reporting (QPR) a regulatory process, work with tech to raise issues, test and make sure the timelines are delivered
  • Complete system UAT and E2E regression/performance testing and obtain phased sign offs according to the project schedule in collaboration with Client Review and Composites teams
  • Manage go-live and post-production issues, ensuring zero critical defects post-launch and full migration by year-end.
  • Support BAU and tech teams with operational issues, model changes, enhancements, and business priorities, achieving timely resolution and continuous platform improvement for internal system and Client Review
  • Monitoring data quality through validation controls and outlier investigation, working closely with operations, project and technology partners for timely resolution of identified data quality issues

  • Establish a monthly schedule to review metrics, validate data accuracy, and compile findings into a comprehensive presentation
  • Conduct regular reviews of Change Management forms, provide timely feedback to teams, and implement corrective actions as needed to address gaps
  • Required qualifications, capabilities and skills:

  • Knowledge of Performance measurement and attribution methodologies
  • Understanding of the various businesses/products within the Wealth management space

  • Ability to communicate effectively with internal clients, third party consultants, auditors
  • Proficiency with Excel, PowerPoint, JIRA board, LLM tools
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