AVP - Operating Model, Product & Client Solutions

Overview

In this role, you redesign and deliver operating model and product changes that strengthen end-to-end service delivery. You will work closely with Operations, Transformation Office and IT to translate design into adoption, supporting client pitches and go-live with a hands-on, data-driven approach. You’ll drive process mapping, requirements, testing and documentation to enable scalable solutions. The position offers rotation opportunities and cross-functional exposure in a global, client-focused environment.

Pay / Benefits

• benefits package and education support
• flexible working arrangements
• inclusive culture
• diversity and inclusion
• accommodations available on request

Responsibilities

• Map current state processes and gather data to identify friction and cost
• Support design of target state processes, controls and handoffs
• Draft business requirements and coordinate with IT and the Transformation Office
• Build and execute test scripts, run UAT cycles and track defects
• Document client-specific processes and evidence of divergence from standard model
• Prepare analyses and materials for client pitches, POCs and solution design
• Support implementation of fund structures, new client setups, onboarding and transitions on accounting platforms
• Maintain the reuse inventory of components built for different clients
• Prepare training materials and support Operations through go-live and adoption
• Maintain project documentation, trackers and status reporting

Key requirements

• 4+ years in private assets accounting or operations at a fund administrator, fund manager or similar
• Solid knowledge of private assets processes (GL, capital activity, fees, financial statements, investor reporting)
• Exposure to process improvement, system testing or project work; appetite to pursue it
• Comfort engaging both operational teams and technology partners
• Strong analytical skills to interrogate data and support recommendations
• Attention to detail and ability to manage multiple work streams
• Strong written and verbal communication
• Advanced Excel; exposure to reporting, workflow or automation tooling is a plus

• analytical thinking
• attention to detail
• strong communication (written and verbal)
• Microsoft Excel
• testing (UAT)
• requirements gathering

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