Overview
In this role, you drive scalable data delivery solutions for complex client needs within Fund Services. You’ll combine deep data system expertise with client-facing capability to shape transitions, mappings, and reporting for Registered Funds, Alternatives, and related services. You will partner with clients and teams to align data flows with business goals and technology platforms. Your work supports efficient, accurate data delivery across cloud ecosystems and enterprise reporting. This is a high-impact, client-facing leadership role that blends technical excellence with strategic delivery.
Pay / Benefits
- competitive compensation
- comprehensive benefits
- wellbeing programs
- flexible global resources and tools
- paid leaves including volunteer time
Responsibilities
- Lead the Data Delivery workstream for complex fund transitions and asset servicing capabilities
- Partner with clients and internal teams to analyze data structures, reporting outputs, workflows, and conversion requirements
- Drive data mapping from legacy systems, client files, administrator records, accounting systems, transfer agency systems, reporting platforms, and downstream consumers
- Lead detailed reporting analysis including current and future state, data availability, field-level mapping, and client sign-off
- Oversee data profiling, gap analysis, data lineage, quality assessment, reconciliation, and issue resolution
- Manage product scope for complex data and reporting projects and programs for new and existing business
- Collaborate with Key Partners and clients to tailor data delivery strategies and custom data transformation
- Drive process improvements in accounting functions using technology and best practices
- Coordinate with technology and architecture teams to ensure integration with APIs, data lakes, and cloud platforms (AWS, Azure, GCP)
- Support on onboarding, vendor integrations, and managed services by providing technical specs and solution architecture for data flows
- Maintain ongoing growth in AI/ML and GenAI knowledge to boost business acumen
- Demonstrate data flow engineering and solution design for client-ready data solutions
Key requirements
- Bachelor’s degree or equivalent
- Extensive work experience preferred
- Experience in data delivery, integration, or client solutions in technology or financial services
- Proven track record of delivering complex data reporting and integration projects across global clients or units
- Knowledge of AI technologies and their workplace applications
- Strategic client-facing mindset
- Cross-functional collaboration
- Strong communication and stakeholder management
- SQL
- Python
- ETL platforms
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