Location: New York, NY, United States

Background:

Business Transformation is a global team that partners with multiple Asset Management business lines to deliver both global and regional change initiatives. Projects originate from priorities established by the Asset Management Operating Committee, commercial opportunities, or from the need to anticipate and respond to significant industry or regulatory developments. The team works closely with senior stakeholders and collaborates across a wide range of business lines and functions to drive impactful change throughout Asset Management. 

The candidate must have considerable experience in project management—particularly requirements analysis, specification writing, solution design, and issue resolution—and/or consulting. The candidate is expected to take ownership of assigned projects, lead analysis and solution design, and work collaboratively and flexibly with the project team and business stakeholders.

 

Job Responsibilities:

• Partner with the business to enhance, develop, and implement scalable, robust operating models, ensuring alignment with strategic business initiatives.
• Provide mechanisms for the effective assessment of operational capability and capacity for new business opportunities.
• Translate new business requirements into executable operating models.
• Collaborate with Technology to ensure business requirements are translated into technical specifications and system-based solutions, where required.
• Work with operational partners to ensure operational readiness for the acceptance and onboarding of new requirements and technology.
• Provide a professional, dedicated business analysis service to ensure successful delivery of regulatory, product, and client-driven initiatives.
• Take ownership to coordinate and manage key activities required for the successful completion of initiatives.
• Produce required project documentation, including but not limited to: project plans, risk and issue logs, status reports, closure reports, lessons learned, and post-implementation reviews.
• Drive initiatives forward; provide leadership, direction, and focus for business functions and project resources.
• Manage issue escalation effectively; identify, track, and monitor key risks and issues, escalating as appropriate.
• Manage stakeholders through effective communication and regular status reporting to sponsors and key business stakeholders.
• Socialize new operating models through written updates and presentations.
• Coordinate with business and functional teams to ensure operating model design, build, and implementation are accepted and approved by all business stakeholders; obtain full operating model sign-off prior to go-live.
• Produce relevant meeting materials (e.g., agendas, plans, models, project documents, presentations, proposals).

​​​​​​​Required qualifications, capabilities and skills:

• Good knowledge of the asset management business (including Alternatives) and current Strong knowledge of the asset management business (including Alternatives) and the current regulatory environment.
• Solid understanding of commercial, financial, and legislative requirements.
• Demonstrable experience writing business requirements specifications.
• Experience with requirements analysis frameworks and modeling methodologies.
• Aptitude for relationship-building with all types of stakeholders; strong communication and interpersonal skills.
• Ability to work as part of a team in a multidisciplinary environment and in a matrix organization.
• Experience working in cross-functional teams (e.g., across change management, business, and third-party vendors).
• Strong knowledge and understanding of data models, sources, and schemas, etc.

• Practical AI literacy (LLMs, automation) to enhance productivity and inform solution design and intermediate / advanced proficiency in Microsoft Office applications.

  Results/Execution:

• Provides requested support and information quickly and accurately in a multitasking environment; shows initiative, anticipates next steps, and suggests meaningful alternatives where appropriate.
• Raises tough issues directly and decisively for discussion and action.
• Prioritizes work appropriately with necessary input from others; communicates changes to affected parties.
• Seeks best practices internally and externally; adapts, grows, and improves as the organization evolves.

 

Ownership/Leadership 

• Consistently demonstrates accountability and responsibility for one’s actions.
• Demonstrates accountability for one’s work environment through consistent respect for different points of view.
• Actively seeks ways to take on new and/or increased responsibilities and challenges.
• Is a team player with a can-do attitude.

Communication:

• Expresses oneself verbally in a knowledgeable, coherent, and confident manner across a variety of situations.
• Produces clear and succinct written communications, frames messages appropriately for different audiences.
• Practices attentive and active listening to understand various points of view.

 

 

We are looking for a high caliber Project Manager / Business Strategist to join our Business Transformation team in NYC!