Vice President, Business Transformation - Investment Lifecyle
Core
Drive high-visibility business transformation projects spanning process, technology, and change management across the investment lifecycle to optimize workflows and reduce operational risk.
Role type
Senior IC business transformation leader (investment lifecycle)
Builds
Optimized front-to-back investment workflows, control frameworks, and technology-enabled process redesigns for Investment Operations, Trading, Compliance, and Technology.
Domain
Asset management / Alternative investments
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Investment lifecycle process design, Order Management Systems (OMS) expertise, stakeholder management, project management, change management, data analysis, operational risk mitigation
Preferred skills
Credit investment experience, PMP certification, Agile Certified Practitioner (ACP) certification
Technologies
OMS, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
Responsibilities
Analyze and optimize end-to-end investment lifecycle processes including trade capture, order management, allocations, and settlements; Lead business process design and documentation efforts; Manage end-to-end project delivery including scoping, planning, and execution; Lead organizational change efforts to support adoption of new processes and systems.
Seniority
Senior, hands-on IC