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Lead and coordinate credit risk management across assigned disciplines. Perform complex credit analyses, validate VaR and stress models, develop risk methodologies, maintain risk systems and data quality, produce reports, design remediation and contingency plans, advise on policy updates, and meet clients on risk exposures.

Lead product ownership for US Transfer Agency within Fund and Investor Solutions: define product requirements, prioritize backlogs, drive Agile delivery, modernize technology and operating models, use client feedback and market intelligence to enhance products, and manage a small team of 1–3 direct reports.

Lead product roadmap and delivery for Transfer Agency investor-facing digital channels (web portals, onboarding), define requirements and prioritized backlogs, serve as Product Owner, lead cross-functional teams, use analytics and client feedback to drive optimizations that improve adoption, satisfaction, and self-service.

The Specialist will support the Enterprise CRM product team by gathering requirements, analyzing data, developing reports, and enabling users through training and documentation.

Manage accounting for complex funds and clients including NAV determination, performance calculation, expense allocation, reconciliations, and reporting. Lead and review junior staff, interact with clients, drive process improvements, and assess GAAP/IFRS impacts on fund accounting.

Lead business planning and analysis for the Alternatives segment, delivering market and revenue analysis, dashboards, executive materials, cross-functional coordination, go-to-market support, governance, and efficiency improvements to inform strategic decisions.

Lead delivery of complex AI-powered capabilities for the Eliza platform, translate product strategy into roadmaps, prioritize backlog, partner with engineering and design, manage cross-functional execution, and drive product launches and adoption to support developers, designers, and builders across the firm.

Lead strategic client relationships for investment management asset servicing clients, driving revenue growth, retention, and new business. Advise senior stakeholders, develop relationship strategies, manage client lifecycle and pipelines, coordinate cross-functional teams, and ensure solutions align with client priorities while operating within risk and compliance guidelines.

Lead design and evolution of enterprise performance management systems, translate strategy into measurement frameworks, leverage analytics and AI for performance insights, design behavior-driven manager/employee experiences, partner with product/people tech, and drive change/adoption across the organization.

Lead product vision, strategy, and development for a shared portal platform. Prioritize backlogs across pods, define requirements, drive product adoption and OKRs, and coach product owners to scale cross-functional teams.