- – Manage data stewardship and ensure accurate fund accounting processes.
- – Process corporate actions and swaps, recording transactions in the system.
- – Prepare daily asset mix reports and address related queries effectively.
- – Partner with teams to translate business questions into financial insights.
- – Build and maintain financial models for revenue, retention, and performance analysis.
- – Lead monthly forecasting processes and prepare investor-ready financial reports.
- – Lead IT department to deliver effective services and support for retail operations.
- – Develop strategic technology plans that align with business objectives and goals.
- – Oversee system upgrades and ensure data security protocols are effectively implemented.