Fund Transformation Project Manager

Project Manager – Fund Transformation

Hybrid Working – Edinburgh – 2 days a week on site.

Financial Services

Lorien's leading asset management client is looking for a Fund Transformation Project Manager to join them.

The Ideal candidate will come with strong experience and knowledge of working with Fund Migrations, Fund Transformation, Fund Changes, who has strong Delivery, Organisation, and Leadership skills.

This role is based in Edinburgh.

This role will be Via Umbrella.

Working in a Hybrid Model of 1 day a week on site.

What You’ll do

• Oversee the activities of Fund Transformation Delivery Analysts aligned to your workstack, ensuring their work is of high quality and aligned with team priorities.
• Shape the fund transformation delivery pipeline by collaborating with internal and external stakeholders.
• Build strong relationships with key business stakeholders and external parties to ensure alignment with transformation goals.
• Identify and escalate risks, issues, and dependencies, and work with stakeholders to develop and execute mitigation plans.
• Review and ensure the quality of documentation produced within your delivery team such as scoping documents, process design documentation and changes requests distributed to external operational partners.
• Solve complex problems across different subject matters by leveraging your knowledge of funds and their operating environments.
• Organise and lead workshops and solution sessions focused on planning deliverables or developing solutions.
• Guide and support the tasks of the Fund Transformation Delivery Analysts aligned with your delivery while managing their priorities and ensuring their quality of work.
• Use project tracking software to build and track fund transformation initiatives, ensuring stakeholders are aligned on critical tasks and responsibilities

Key Skills and Experience

• 5+ years working directly to support fund operations and/or fund changes within asset management and/or fund administration.
• Previous experience of aligning delivery resources within asset management and experiencing of driving those resources to deliver on an end objective.
• Advanced understanding of the teams and tasks supporting investment funds through all stages of the fund lifecycle.
• Experience of facilitating delivery meetings with large groups of stakeholders and direct involvement in successfully arbitrating on disagreements between those with competing views.
• Proven track record of managing and resolving fund implementation issues.
• Experience in an environment supporting multiple simultaneous deliveries, prioritising workloads to meet tight deadlines.
• Experience in delivery planning and tracking, ensuring momentum is maintained among stakeholders and they are kept aligned and up to date.

Desirable Knowledge & Experience

• A knowledge of regulations that apply to pooled investment vehicles and how these may impact the Fund Transformation journey.
• Knowledge of, and exposure to, third party tender processes and procedures
• Experience of producing papers / diagrams for consumption at board level to convey to complex concepts or proposals to a senior audience.
• Hands on experience of producing, reviewing or updating legal and commercial documentation relating to the management and support of investment funds.
• Proficient use of Microsoft Office 365 applications (Excel, Word, PowerPoint etc)
• Advanced knowledge and experience of using Microsoft Visio
• Experience using Microsoft Teams software and utilising key functionality of that programme (e.g. screen sharing, meeting whiteboard etc)
• An experienced user of Microsoft Project or similar project tracking software.

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