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:

Support the end-to-end delivery of the Client Reporting Target State program, ensuring alignment with organizational strategy and business objectives.Manage assigned workstreams or projects, including planning, execution, and delivery of key milestones.Coordinate with stakeholders to ensure effective communication, transparency, and alignment throughout the program lifecycle.Prepare and deliver program updates, status reports, and risk/issue logs for senior management and steering committees.Collaborate with the Product Lead and Technology teams to support integration of the new reporting platform and data management enhancements.Drive change management activities, including stakeholder engagement, training, and adoption initiatives.Monitor program budgets and track financial performance for assigned workstreams.Identify and escalate risks, issues, and dependencies, supporting resolution and mitigation efforts.Contribute to the continuous improvement of program governance, processes, and templates.

Desired qualifications, capabilities and skills

Strong experience in asset management, program/project management, and/or client reporting, with a track record of delivering complex projects or programs.Experience supporting large-scale vendor implementations, ideally involving reporting platforms (e.g., Kurtosys, Factset Vermillion or equivalent) and data management solutions (e.g., Snowflake).Demonstrated ability to manage cross-functional teams and work effectively in a matrixed, global environment.Strong organizational skills, attention to detail, and results orientation.Excellent communication and stakeholder management skills, with the ability to tailor messaging to different audiences.Experience with change management and process improvement initiatives.Proficiency in project management tools and methodologies (e.g., JIRA, Agile practises, Prince2/APM/PMP etc.).Bachelor’s degree or equivalent; advanced degree or relevant certifications preferred.