Financial Technology & Transformation Lead

Overview

We are seeking a seasoned consultant with over 15 years of experience in financial technology and operational transformation, specifically within asset and wealth management domains. The ideal candidate will bring deep expertise in front-office technology implementations, portfolio management workflows, and strategic change initiatives. This role is pivotal to the successful pre-implementation and future deployment of a new Portfolio Management System (PMS), with a focus on systems such as BlackRock Aladdin and Avaloq.

Key Responsibilities

. Lead the end-to-end pre-implementation framework for the PMS initiative, including discovery, gap analysis, future-state design, and implementation readiness.

Conduct stakeholder interviews and workshops to document current-state workflows, system architecture, and data flows using BPMN 2.0 standards.

Perform detailed gap analyses to identify inefficiencies, compliance risks, and performance limitations in existing systems and processes.

. Develop strategic and tactical transformation opportunities, including automation, integration, and process optimization aligned with PMS capabilities.

. Design future-state operating models and functional requirements that support portfolio construction, analytics, and compliance workflows.

. Facilitate stakeholder alignment and governance planning to ensure readiness for Q1 2026 implementation kick-off.

. Deliver key documentation including Gap Analysis Reports, Transformation Opportunity Reports, Functional Requirements Documents, and Implementation Roadmaps.

Core Competencies

. Business Process Re-engineering: Expertise in analysing and redesigning investment workflows for efficiency and scalability.

. Technology Integration: Proven experience with PMS/OMS platforms, particularly BlackRock Aladdin and Avaloq.

. Requirements Engineering: Skilled in translating complex business needs into actionable functional specifications.

. Stakeholder Engagement: Strong facilitation skills to drive consensus across cross-functional teams.

. Governance & Change Management: Ability to establish robust governance frameworks and manage organizational change effectively.

. Project Road mapping: Experience in developing phased implementation plans and readiness packages for financial system transitions.

Relevant Experience

. Spearheaded the pre-implementation and vendor selection for a multi-asset PMS, through a compelling business case and future-state design.

. Delivered process efficiency improvements for a private bank through automation and workflow redesign.

. Led functional requirements gathering and integration planning for an Aladdin deployment, ensuring seamless connectivity with custody and reporting systems.

. Mapped end-to-end trade lifecycle and IBOR processes for a pension fund, forming the foundation for a successful RFP process.

. Designed reconciliation and reporting requirements for a new performance analytics platform, bridging gaps with legacy systems.

. Facilitated stakeholder workshops to align scope and timelines for a major data architecture overhaul.

. Developed comprehensive implementation readiness packages including training, communication, and cut-over strategies.

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