Senior Manager managing public policy practice for Access Partnership in Indonesia. Leading projects and client relationships while driving business development in the region.
About the role
- Lead implementation of Portfolio Management System for Davy Wealth Management, overseeing design, configuration, and testing while collaborating with stakeholders.
Responsibilities
- Lead the end-to-end implementation of the Portfolio Management System (PMS), from design and configuration through to testing, data migration, and go-live.
- Collaborate with business users and department heads to identify operational challenges and define effective system or process-based solutions.
- Coordinate with internal teams and external vendors to ensure timely, on-budget delivery and resolution of issues.
- Facilitate workshops to gather business requirements and define system configurations.
- Evaluate and communicate organisational impacts resulting from new system implementations or process changes.
- Develop and manage detailed project plans, project documentation, tracking milestones, dependencies, and risks.
- Design and manage the integration of the PMS with existing Davy systems, ensuring seamless workflows and operational efficiency.
- Ensure accurate migration and reconciliation of historical data to support seamless transition and operational continuity
- Become a subject matter expert by maintaining a detailed knowledge base of business operations, business processes, data flows and systems.
- Lead the development and execution of robust test strategies to validate system functionality and support successful deployment.
- Support business readiness through process reviews, training material development, training delivery, and post-implementation reviews.
- Serve as the primary liaison for internal stakeholders and external vendors.
- Provide regular updates, progress reports, and risk assessments to senior leadership and steering committees.
- Promote cross-functional collaboration across business, operations, compliance, and IT teams to ensure alignment and buy-in.
- Take full ownership of the PMS post-implementation, ensuring it evolves with business needs.
- Configure, enhance, and maintain systems in line with evolving business requirements and product roadmaps
- Provide high-quality application support, managing backlogs, resolving queries, and escalating as needed.
- Drive continuous improvement initiatives and strengthen internal controls.
- Ensure ongoing data integrity, reporting accuracy, and regulatory compliance.
Requirements
- 8+ years of experience in asset/wealth management, fund administration, or buy-side technology/change roles.
- Proven track record in managing fintech system implementations ideally in regulated environments.
- Strong understanding of front-to-back investment processes including trading, compliance, settlements, NAV, and performance attribution.
- Familiarity with investment data domains such as Securities Master, Holdings, Transactions, Benchmarks, ESG, Risk, and Reference Data.
- Knowledge of regulatory frameworks including UCITS, PRIIPs, SFDR, and MiFID II (desirable).
- Strong project management skills with a history of delivering complex initiatives.
- Excellent analytical, problem-solving, and attention-to-detail capabilities.
- Exceptional communication and stakeholder management skills.
- Experience with commercial PMS/OMS platforms and investment record-keeping systems.
- Bachelor’s degree or higher in Finance, Business, Technology, or a related discipline.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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