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A leading financial institution in Greater London is looking for a skilled professional to join their Client Reporting organization. This role involves managing the Client Reporting Target State program, ensuring alignment with business objectives, and leading deliverables. The ideal candidate has strong experience in asset management or client reporting, a proven track record with complex projects, and excellent communication skills. A supportive role for senior management and cross-functional teams is essential.
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:
Desired qualifications, capabilities and skills