Overview
Consultant role focused on implementing tools and systems for investment management processes and supporting the Pension Investment Team in leveraging digital tools for streamlined workflows and enhanced data analytics.
Key Responsibilities
- Assist in the end-to-end implementation of the Investment Management System, including scoping, configuration, testing, and go-live activities.
- Participate in conversations with internal stakeholders and external vendors to align on requirements, timelines, and deliverables.
- Support the design of data migration strategies, including data mapping, cleansing, validation, and reconciliation.
- Facilitate UAT sessions with end users, documenting issues and driving resolution.
- Support the creation of user training materials and deliver training sessions.
- Support change management efforts to ensure smooth adoption of the new system.
- Support designing and deploying AI-powered automation flows using Power Automate's AI Builder capabilities.
- Support building Power Bi dashboards to monitor investment activities.
- Monitor, maintain, and continuously optimize automated workflows.
- Document all automation flows with clear process maps and operational guides.
Required Experience
- At least 5 years relevant work experience, or combination of degree and experience equivalent.
- Demonstrated experience implementing or configuring investment management platforms and the use of Microsoft suite tools (Power Automate, PowerBi, Copilot Studio, etc).
- Strong understanding of pension fund or institutional investment operations, including front-to-back office workflows.
- Experience working in international financial institutions, asset management firms, or pension funds is highly desirable.
- Proficiency in data analysis tools (SQL, Python, or Excel at an advanced level).
- Understanding of system integration patterns, APIs, and data warehousing concepts.
Qualifications
Bachelor’s degree in Finance, Business Administration, Computer Science, Information Systems or related degree.
