We are looking for an experienced and strategic professional with a minimum of 10 years of expertise in ERP platforms and Asset Management. The ideal candidate will possess deep domain knowledge in Assets Under Management (AUM), Capital Raise, and Revenue Reporting processes, along with a strong understanding of data transformation initiatives within the financial services industry.
This role will be responsible for leading the modernization and migration of AUM operations to a contemporary Data Lakehouse platform. The individual will drive initiatives across data governance, roll-forward and flow logic, reference and master data management, including Fund/Security Master and Investment Vehicle code consistency, while establishing automated and certified reporting frameworks to replace legacy spreadsheet-based and multi-tool processes.
Key Responsibilities
Lead the transformation of AUM operations onto a contemporary Data Lakehouse platform.
Define and implement robust data governance standards, controls, and operating procedures.
Manage and optimize AUM flow and roll-forward processes to ensure data accuracy and consistency.
Oversee reference and master data management, including Fund Master, Security Master, and Investment Vehicle code standardization.
Design and implement certified, automated reporting solutions to streamline operational and regulatory reporting.
Drive the replacement of legacy spreadsheets and fragmented reporting tools with scalable enterprise data solutions.
Develop and establish target-state operating models and governance frameworks.
Support initiatives focused on accelerating month-end close processes and improving operational efficiency.
Partner with Finance, Distribution, Operations, and Technology teams to align business and data transformation objectives.
Lead large-scale data, ERP, and business transformation programs from strategy through execution.
Required Skills & Expertise
Minimum 10+ years of experience in ERP platforms and Asset Manag