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Data & Reporting Manager - Client Onboarding
il y a 3 semaines
**Reports to Senior Project Manager - Client Onboarding**
With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an experienced Onboarding Data & Reporting Manager to join the newly established Onboarding Centre of Excellence.
In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the Onboarding Centre of Excellence adopts a continuous improvement mindset. This will be supported by the opportunity to complete project management qualifications / training.
**Key responsibilities**:
The responsibilities of the role include, but are not limited, to:
Scoping
- Attend client workshops to scope out system, reporting and data migration requirements (where applicable). Advise clients on the most appropriate course of action.
- Work with the Senior Onboarding Manager to plan timelines and resourcing based on scope.
- Be transparent in what Aztec systems can and can not accommodate and the implications of bespoke reporting.
- Agree client involvement in the review and sign-off of bespoke reports to be built.
Data Quality Assessment & Migration
- Lead data quality assessments to ascertain quality of data for migrations.
- Consider alternative approaches for data migrations, including opportunities for automation and secondments into the client's own data teams to understand their existing processes and uses of the data and reports that Aztec will provide going forward.
- Oversee the extraction, reconciliation, mapping and migration of client data to Aztec's systems.
- Escalate data quality issues to Senior Onboarding Manager / Head of Onboarding where it may result in delays to achieving pre-set timelines and / or pricing implications.
- Work closely with the Applications team and wider IT team to identify efficiencies and enhancements in Aztec's current system functionality based on knowledge gained during the migration process.
- Work with Senior Onboarding Manager and Onboarding Operations Manager to create migration plans, as well as KPIs an SLAs that will measure the success of the migration.
- Identifying risks or issues that may impact the delivery of the migration process, whilst providing and facilitating the creation of options and recommendations to mitigate and drive solutions in a positive and constructive manner.
System Set-up and Process Optimisation
- Work with the Onboarding Operations Manager to ensure the optimal system set-up of all new clients / entities / structures across FIA, Yardi and Viewpoint so that Clients can benefit from full system functionality.
- Contribute to the improvement in client recovery in the BAU phase as a result of appropriate system set-up and less reliance on manual workarounds.
- Ability to identify opportunities for continuous improvement.
- Work with other areas of Client Services to ensure adoption of best practice processes and identification of automation opportunities.
Programme Management
- Manage multiple onboarding projects of differing complexity and size simultaneously (may also be across different jurisdictions and asset classes)
- Be responsible for adhering to specific SLAs / KPIs for each onboarding and managing the team against these and appropriate escalation to the Senior Onboarding Manager / Head of Onboarding where required.
- Identify and capture lessons learnt and act on, to enable continuous improvement of the onboarding journey.
- Effectively manage the handover process to the CFT to ensure the Client has a superior onboarding experience and seamlessly transitions to BAU.
People Management
- Managing a team (including objective setting, performance management and succession planning) within set SLAs and KPIs
- Responsible for managing workloads and delegating tasks, as appropriate, to the Onboarding Data & Reporting Analyst(s).
**Skills, knowledge, expertise**:
- 5+ years experience in data migrations, using a range of related platforms, including financial reporting software.
- Familiar with the tech stack deployed by Aztec and its functionality (e.g. FIA, Yardi, ViewPoint).
- Strong knowledge of data software and tools, including systems such as alteryx.
- Ability to manage client expectations and plan extensive data migration projects.
- Industry experience across the markets we service, translating into knowledge of fund structures and set-up processes.
- An interest in technology, especially data management technology.
- Detailed orientated and strong problem solving skills, whilst providing the creation of options and recommendations, and using initiative to drive solutions in a positive and constructive manner.
- Strong data mining skills.
- Ability to communicate effectively with stakeholders across all levels of seniority.
- Working in cross-functional and cross jurisdictional teams to ensure positive outcomes for clients.
