Associate

The objective is to bring in an Associate-level resource, with 2-5 years of experience, who can support ongoing strategic initiatives, automation efforts, and day-to-day change management activities during the leave period.
Core Functional Skills

• Operations experience within Asset Management, Wealth Management, Client Reporting, Fund Administration, or related financial services functions
• Strong understanding of operational processes, controls, and data flows
• Ability to document business requirements and process workflows
• Experience supporting process improvement and operational efficiency initiative

Automation & Data Skills

• Intermediate to advanced Excel skills (Pivot Tables, Power Query, formulas, data analysis)
• Experience with reporting automation tools such as Alteryx, Tableau, Power BI, Qlik, Seismic, SmartDX similar platforms
• Ability to analyze data sources, identify manual processes, and support automation opportunities
• Basic understanding of data governance, data quality, and reconciliation processes
  Familiarity with SQL or data querying tools is preferred
• Change Management & Project Support
• Experience coordinating change initiatives across multiple stakeholders
• Ability to manage project plans, action items, testing, and implementation tracking
  Support UAT activities, process documentation, and rollout communications
• Comfortable working across Operations, Technology, Product, and Business teams
• Strong organizational and follow-up skill
• Stakeholder Management
• Ability to communicate effectively with both business and technical partners
• Experience facilitating meetings, gathering requirements, and driving action items
• Strong written and verbal communication skills
• Ability to operate independently with limited supervision

Preferred Background

• 2 5 years of experience in Asset Management Operations, Client Reporting, Fund Operations, or related functions
• Experience working on reporting transformation, process automation, or operational excellence initiatives
• Familiarity with alternative investments, fund reporting, or investor reporting processes is a plus

Key Responsibilities During Coverage Period

• Support automation initiatives and reporting transformation effort
• Assist with project coordination and change management activities
• Drive documentation of processes, controls, and requirements
• Coordinate testing, implementation, and stakeholder communications
• Provide operational support and help manage execution of strategic priorities
• Assist with issue tracking, risk identification, and escalation management