Senior Leadership Position
A senior manager will be responsible for guiding the onboarding process for funds, overseeing the implementation of fund administration technology software, spearheading process improvements, and designing training in fund administration.
Main Responsibilities:
* Act as a project manager for client onboarding
* Design a pricing model for the fund administration services department, including potential evolutions
* Lead data migration into FIS Investran by acting as a change manager in the process
* Be in charge of compliance clearance and contracting issues
* Take care of Investran compatibility analysis with new business opportunities
FIS Investran Product Ownership:
* Form and defend a product roadmap for the fund accounting and transfer agency team and drive its go-to-market approach
* Produce product roadmap success measurement metrics (KPIs) and complete post-implementation reviews on a regular basis
* Engage with key existing clients and lead client-facing projects
* Engage with operational teams and understand their needs to provide guidance
* Responsible for delivering the fund accounting and transfer agency product roadmap along with internal and external resources within budget bandwidth
* Facilitate risk and issue management where required with senior stakeholders and act as escalations when needed with vendors
* Strive for continuous improvements within the platforms to ensure consistency of practices, increase operational efficiency, and enhance end-user/client experience
* Ensure the fund accounting and transfer agency application support team adheres to CCSF requirements
* Ensure regular reviews of tickets with vendors to ensure adherence to SLA
Training & FIS Investran Platform Usage Standards:
* Develop FIS Investran usage standards
* Supervise the creation and maintenance of procedures to support handling and activities in supported applications
* Setup a control framework to ensure standards are well applied
* Ensure users' management access in the supported applications is in line with security management policies
* Ensure training programs in the fund administration services department embed Investran usage practices and standards
* Prioritize the delivery of initiatives and provide guidance to the delivery teams when/where appropriate