In this role you lead EVP 2 — Technology, Data & Delivery for Private Assets, overseeing Pods B and C. You will shape the data, reporting, platform enablement, automation and AI agenda, ensuring delivery quality and adoption. You partner with Operations, IT and Transformation to define requirements and drive scalable solutions. The role is about delivering large-scale tech and data initiatives with tangible business benefits. You’ll work in a global, cross-functional setting to transform how we operate and serve clients.
Pay / Benefits
range of benefits
training and education support
flexible working arrangements
Responsibilities
Lead Pods B and C, prioritising data, platform enablement, automation and AI for Private Assets.
Own business analysis and implementation discipline across all pods—requirements, testing, cutover and benefits tracking.
Align Operations’ requirements with IT and the Transformation Office, maintaining delivery ownership through build, test and deployment.
Sponsor automation and AI opportunities from identification to deployment and measured benefit.
Own data, reporting and platform roadmap from an Operations perspective, including data quality and lineage.
Govern delivery: release planning, UAT, defect management, deployment readiness and post-implementation review.
Partner with Operations to ensure change is understood, trained and genuinely adopted.
Build and develop the pods and participate in recruitment, including the rotational model.
Maintain alignment with Tactical and Marquee Operations for wider reuse of solutions.
Represent Strategic Operations in Private Assets and CFS technology and delivery forums.
Key requirements
12–15 years’ experience in fund administration, alt asset management or related financial services with tech-enabled change.
Proven track record delivering large-scale technology, data or platform initiatives with genuine adoption.
Strong understanding of private assets processes and supporting platform estate.
Credibility with technology partners; ability to translate operational needs into technical requirements and challenge designs.
Practical knowledge of automation, digital workflow and AI; judgement on what to automate.
Delivery governance experience including testing strategy, cutover planning and benefits realisation.
Strong leadership and supervisory experience, including managing rotational colleagues.
Skilled in business planning, budgeting and stakeholder negotiation.
Strong written and verbal communication skills.
Advanced computer skills (Microsoft Excel, Word, PowerPoint and SharePoint).
Bachelor’s Degree in Accounting, Finance, Economics or related field; professional accounting designation a plus.
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