About the Role

A leading investment firm is seeking a seasoned Project Manager/Consultant to support the early-stage development of a data and reporting strategy for a newly launched Wealth platform. This is a high-visibility role focused on designing a scalable MI framework that enables effective oversight of capital flows, investment deployment, and performance analytics.

The successful candidate will lead a diagnostic phase to assess business needs, map data sources, and define system requirements-ultimately shaping the roadmap for implementation. This role is ideal for a self-starter with strong analytical skills, stakeholder engagement experience, and a background in private markets or wealth operations.

This would be an initial 3-month contract with the scope to extend further as the project develops. They work on a hybrid basis with 3 days in the office and 2 from home.

Key Responsibilities

• Define key performance and operational metrics to support strategic decision-making.
• Engage with stakeholders to gather and prioritise reporting needs across capital raising, investment monitoring, and liquidity management.
• Map data sources across internal systems (e.g., eFront, Fund Ops, Excel) and document current-state processes.
• Translate business needs into clear data and system requirements.
• Develop a high-level implementation plan, including tooling recommendations and delivery phases.
• Identify risks, dependencies, and success factors for execution.

Candidate Profile

Essential Skills & Experience:

• Proven experience as a Business Analyst or Consultant/Project Manager in financial services, ideally within private markets or wealth management.
• Strong analytical and process design capabilities.
• Excellent communication skills, with experience leading workshops and producing executive-level outputs.
• Ability to work independently and navigate ambiguity.
• Familiarity with AI-driven approaches to enhance reporting and insight generation.

Desirable:

• Experience with Power BI, Snowflake, or similar reporting platforms.
• Understanding of scalable data architecture and the full data lifecycle.
• Knowledge of investment performance and distribution metrics.

Due to the urgent nature of this role, candidates on more than 1 months' notice cannot be considered for the position.

Please also note, relevant industry experience, expert knowledge of operating environment and investor value chain and good understanding of TOM are essential criteria.

We look forward to receiving your application.

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