Investment Finance System Implementation Expert

Become the Investment System Implementation Leader for a top-tier insurance and investments organization. This role emphasizes supporting the Investment Finance team during their system conversion and process refinement.

Our client seeks a candidate with 7+ years in investment finance who can lead the implementation of a new investment system.

Your role will involve identifying operational risks, enhancing reporting accuracy, and collaborating with various stakeholders to drive process improvements. The position provides an opportunity for high visibility among senior management.

Key Responsibilities:

• Initiate process improvement projects within Investment Finance

• Lead the conversion and implementation of the new investment system

• Identify control gaps and streamline operations

• Design effective reporting and governance frameworks

• Conduct training sessions on process improvement techniques

Requirements:

• 7+ years in investment finance or operations

• Extensive experience with investment system implementation

• Familiarity with migrating from Portia is advantageous

• Strong grasp of financial reporting and controls

• Effective communicator with strong stakeholder engagement

Shape the future of investment systems and elevate operational effectiveness in this crucial role.
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