Head of Investment Data Platform & Reporting

As a senior leader, you will manage a complex, multi-faceted transformation program, working across diverse teams, business units, and geographies. This is an exceptional opportunity for a seasoned professional with deep knowledge of asset management and investment data to deliver impactful change and drive a future-ready investment function.

• Strategic Leadership:

  • Define and lead the vision for the investment data platform, ensuring alignment with the organization's overall investment and finance strategy.
  • Drive the end-to-end delivery of a robust, scalable, and trusted investment data platform to support reporting, analytics, and risk management functions.
  • Establish a cohesive roadmap for investment data transformation, incorporating business requirements, technology capabilities, and regulatory needs.

• Investment Risk Management & Reporting:

  • Oversee the integration of investment data to support enhanced risk management and reporting capabilities.
  • Partner with key stakeholders to deliver actionable insights, supporting better investment decision-making and governance.
  • Ensure the platform supports comprehensive, accurate, and timely investment risk and performance reporting.

• Transformation & Change Management:

  • Lead a large-scale transformation program, managing multiple workstreams and delivering complex, cross-functional initiatives on time and within budget.
  • Drive change management efforts, ensuring smooth adoption of new tools, processes, and operating models across the organization.
  • Foster collaboration among business, technology, and external vendor teams to deliver efficient and effective solutions.

• Team Leadership & Stakeholder Management:

  • Provide leadership and direction to a team of investment data and performance specialists, fostering a high-performance culture.
  • Build strong relationships with internal and external stakeholders, including senior executives, portfolio managers, risk teams, and external vendors.
  • Act as a trusted advisor and partner to stakeholders, effectively communicating complex technical concepts and driving alignment on business goals.

• Governance & Risk Oversight:

  • Ensure adherence to data governance and quality standards, driving accountability and consistency across the organization.
  • Proactively identify, manage, and mitigate risks associated with the investment data transformation program.

• A fully operational, trusted, and scalable investment data platform that meets the needs of diverse business units and stakeholders.
• Enhanced investment risk management and reporting capabilities, delivering actionable insights and supporting regulatory compliance.
• Successful delivery of a multi-faceted transformation program, with clear business outcomes and benefits realized.
• Effective collaboration and alignment across teams, ensuring seamless integration of new processes and tools.
• A strong, engaged team with the capability to manage and optimize the investment data platform in the long term.

Core Expertise:

• Extensive experience in asset management, investment data, or investment operations, with a strong understanding of investment risk and reporting.
• Proven leadership in managing large-scale transformation programs, including data platform implementations.
• Deep knowledge of investment data concepts, including performance attribution, risk analytics, data governance, and reporting frameworks.

Skills & Competencies:

• Leadership & Gravitas:

  • Exceptional leadership skills with the ability to inspire, influence, and align diverse stakeholders, including C-suite executives.
  • Strong interpersonal skills and executive presence, capable of building trust and driving collaboration across complex organizations.

• Change Management Expertise:

  • Demonstrated ability to lead large-scale change initiatives, driving adoption of new tools, processes, and mindsets.
  • Skilled in balancing strategic vision with hands-on delivery of tactical outcomes.

• Analytical & Technical Skills:

  • High level of data literacy, with the ability to interpret and validate complex investment data sets.
  • Strong problem-solving and analytical skills, with the ability to identify issues and develop practical solutions.

• Stakeholder Management:

  • Excellent communication and influencing skills, with the ability to manage competing priorities and ensure alignment among diverse teams.
  • Experienced in vendor and third-party management, ensuring high-quality delivery within agreed timelines and budgets.