Investment Data & Performance Lead

Key Responsibilities

As the Investment Data & Performance Lead, you will:

• Lead the delivery of a strategic solution to enable consistent, granular performance attribution reporting across multiple business units and investment teams.
• Oversee the cutover of existing performance reporting processes to the new data and reporting platform, ensuring seamless integration and data accuracy.
• Own and manage the overall project plan, coordinating activities and dependencies across vendors, technology teams, and key stakeholders.
• Collaborate with senior investment and finance stakeholders to gather, document, and validate functional and non-functional requirements, ensuring alignment with business objectives.
• Validate solution designs with external vendors and internal teams, ensuring compatibility with existing tools and data sources.
• Design and document future-state processes and controls, clearly defining roles, responsibilities, and governance structures.
• Oversee testing, including vendor-led validation and business user acceptance, to ensure accuracy, completeness, and readiness for go-live.
• Manage risks, issues, and dependencies proactively, escalating where necessary and ensuring timely resolution to keep delivery on track.
• Support change management, including the creation of training materials, communications, and transition plans to ensure smooth adoption of the solution.

• Delivery of an investment performance reporting solution that provides accurate, reliable, and actionable insights for investment decision-making.
• Comprehensive project governance, with timely reporting, escalation, and resolution of risks and issues.
• Future-state processes and controls fully documented and endorsed by stakeholders.
• Business readiness achieved through effective training, communication, and transition management.
• Successful completion of solution testing and validation, ensuring high-quality performance attribution outputs.
• Alignment with strategic objectives, delivering measurable improvements in decision-making and operational efficiency.

Core Expertise that we are looking:

• Extensive knowledge of investment management, ideally within the insurance or asset management sectors.
• A minimum of 8 years of experience in project management and business analysis roles, preferably in financial services.
• Proven success in delivering complex solutions involving multiple stakeholders and vendors.
• Familiarity with investment performance and attribution concepts, tools, and workflows.

Skills & Competencies:

• Strong ability to gather, document, and validate business and functional requirements, translating them into clear solution designs.
• Exceptional project management skills, including planning, scheduling, resource coordination, risk management, and stakeholder reporting.
• Hands-on, proactive approach, with the ability to manage both strategic project activities and detailed deliverables.
• Analytical problem-solving skills, with close attention to detail and the ability to identify and address issues early.
• High level of data literacy, with the ability to interpret and validate complex investment data sets.
• Expertise in vendor and third-party management, ensuring timely and high-quality delivery.
• Strong stakeholder management and communication skills, with the ability to influence and collaborate across diverse teams.
• Adaptability and outcome-focused mindset, with the ability to prioritise effectively and manage ambiguity.