Lead implementation of Portfolio Management System for Davy Wealth Management, overseeing design, configuration, and testing while collaborating with stakeholders.
Responsibilities
Lead the end-to-end implementation of the Portfolio Management System (PMS), from design and configuration through to testing, data migration, and go-live.
Collaborate with business users and department heads to identify operational challenges and define effective system or process-based solutions.
Coordinate with internal teams and external vendors to ensure timely, on-budget delivery and resolution of issues.
Facilitate workshops to gather business requirements and define system configurations.
Evaluate and communicate organisational impacts resulting from new system implementations or process changes.
Develop and manage detailed project plans, project documentation, tracking milestones, dependencies, and risks.
Design and manage the integration of the PMS with existing Davy systems, ensuring seamless workflows and operational efficiency.
Ensure accurate migration and reconciliation of historical data to support seamless transition and operational continuity
Become a subject matter expert by maintaining a detailed knowledge base of business operations, business processes, data flows and systems.
Lead the development and execution of robust test strategies to validate system functionality and support successful deployment.
Support business readiness through process reviews, training material development, training delivery, and post-implementation reviews.
Serve as the primary liaison for internal stakeholders and external vendors.
Provide regular updates, progress reports, and risk assessments to senior leadership and steering committees.
Promote cross-functional collaboration across business, operations, compliance, and IT teams to ensure alignment and buy-in.
Take full ownership of the PMS post-implementation, ensuring it evolves with business needs.
Configure, enhance, and maintain systems in line with evolving business requirements and product roadmaps
Provide high-quality application support, managing backlogs, resolving queries, and escalating as needed.
Drive continuous improvement initiatives and strengthen internal controls.
Ensure ongoing data integrity, reporting accuracy, and regulatory compliance.
Requirements
8+ years of experience in asset/wealth management, fund administration, or buy-side technology/change roles.
Proven track record in managing fintech system implementations ideally in regulated environments.
Strong understanding of front-to-back investment processes including trading, compliance, settlements, NAV, and performance attribution.
Familiarity with investment data domains such as Securities Master, Holdings, Transactions, Benchmarks, ESG, Risk, and Reference Data.
Knowledge of regulatory frameworks including UCITS, PRIIPs, SFDR, and MiFID II (desirable).
Strong project management skills with a history of delivering complex initiatives.
Excellent analytical, problem-solving, and attention-to-detail capabilities.
Exceptional communication and stakeholder management skills.
Experience with commercial PMS/OMS platforms and investment record-keeping systems.
Bachelor’s degree or higher in Finance, Business, Technology, or a related discipline.
External Accountmanager responsible for datacenter solutions at Dustin, engaging with government clients. Collaborative role ensuring technical needs are translated into practical IT solutions.
Real Estate Expansion Manager leading the growth strategy for Zapp's warehouse network in the UK. Requires strong commercial judgment and negotiation skills in logistics real estate.
Manager of Material Planning leading a team at Kraft Heinz. Responsible for implementing supply chain strategies and optimizations within a fast - paced environment.
Engagement Lifecycle Manager managing Tinder's user - facing notification program. Coordinating with cross - functional teams to increase feature visibility and adoption in user engagement channels.
Senior Manager driving advanced analytics and strategic insights for FOX's DTC platform. Leading analyses for pricing, partnerships, and distribution optimization.
Enterprise Customer Enablement & Engagement Manager at Adobe developing AI - powered customer programs to enhance activation and adoption. Leading initiatives for dynamic engagement across enterprise customers.
Enterprise Business Web Strategy Senior Manager at Adobe, supporting the development and optimization of web strategies across business objectives. Collaborating with teams to enhance customer engagement and site performance.
Area Manager overseeing Live Operations for third - party partners in grocery delivery at Deliveroo. Responsible for performance optimization and strategic projects in the Retail category.
Oversee U - Haul Moving Center operations in Manchester, New Hampshire. Drive profitability through staff management and inventory oversight while ensuring customer satisfaction.