IM Strategy & Planning Associate Director
Core
Strategic partner to the Global CIO for Equities, providing executive reporting, governance support, and strategic planning for a globally distributed investment management business.
Role type
Senior IC strategy & planning associate director
Builds
Long-term investment management strategy, Board packs, executive presentations, and governance reporting frameworks
Domain
Financial services / Investment Management / Equities
Deliverable
dashboards & analysis
Required skills
Strategic planning, executive reporting, data analysis, stakeholder management, presentation development, project management, cross-functional collaboration, governance oversight
Preferred skills
Investment platform knowledge, organizational design, change management
Technologies
None explicitly stated
Responsibilities
Provide high-quality business management support and act as a trusted sounding board on strategic, operational and organisational matters; Accountable for the end-to-end ownership, quality assurance, and timely delivery of Board packs, executive presentations, and governance reporting; Analyse investment performance data, management information and key performance indicators to identify trends, risks and opportunities; Partner with senior leaders to establish, refine and enhance management information frameworks; Lead the planning, organisation and delivery of leadership offsites, strategic planning sessions and senior management meetings; Monitor progress against key strategic initiatives, providing challenge, insight and escalation; Develop compelling presentations and communications for internal and external audiences; Build strong relationships across the organisation to understand business priorities, facilitate collaboration and drive alignment; Represent the Equities business in interactions with senior stakeholders across Investments, Distribution, Technology, Operations, Compliance, Finance and HR; Lead the continuous enhancement of business management practices, governance processes, reporting frameworks, and leadership effectiveness