Company Description

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.

We’re driven by our Group purpose, to power people and possibilities.

Job Description

Reporting to the US Head of Integration and Transformation, the Program Manager is a critical position within US operations. This person supports strategic and transformational initiatives spanning the organization. For identified initiatives, this position will support all initial and ongoing project management requirements, including project approach and plan development, project tracking and monitoring, issue & risk management, project & team communications, meeting facilitation, and project reporting.

Program Manager’s responsibilities include developing strong relationships across the various functions within the US Organization and global level, connecting with key business executives and stakeholders and preparing governance information for periodic review and assessment. Program Manager also answers queries and identifies new opportunities for operational excellence. In this role, you will liaise with cross-functional internal teams (including Group function such as Business Analysts, Projects, IT, Compliance and HR departments) to accelerate business growth and improve operational performance. This position may require occasional travel.

Tasks & Key Responsibilities

Support delivery of the M&A Integration and strategic Business Transformation initiatives ensuring that the services delivered through this team are of the highest standards
Support cross-functional / departmental teams engaged in identified initiatives
Assist with the development of project management tools and resources that can be consistently used across identified initiatives, including project plans, project tracking tools, and related items
For assigned projects, develop project-specific documentation, including implementation / rollout plans, training and communication materials, weekly / monthly update presentations for leadership, and related items
Collaborate with other departments to ensure project-related requirements are successfully delivered to support active projects
Meet business transformation project deliverables on time and within scope and budget
Contribute to the Strategy and Vision of the Transformation of Client Services
Provide support to the Individuals within the team and the broader teams that will be used to deliver the Transformation agenda
Integrating multiple business information sets (e.g. finance, IT, client, HR, etc)
Assist with challenging client requests or issue escalations as needed
Gather and identify areas for improvement

Qualifications

Qualifications – Must Have

5+ years of experience
Comfort and experience working across borders and with different cultures.
Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
Evidence of strong relationship building & communication skills a key differentiator.
Proven ability to juggle multiple things at a time, while maintaining sharp attention to detail.
Excellent listening, negotiation, and presentation abilities.
Grace under pressure.
Bachelor’s degree in Business, Finance, Accounting or any other relevant field or equivalent professional qualification.
Strong MS Office skills – particularly Excel.

Qualifications – Preferred

Financial Services / PE Company or related industry experience.
Firsthand experience leading projects, particularly integrations and/or other strategic transformational programs
Strong working knowledge of Visual Basic and/or Excel macros
Master’s Degree
Location preferences are Dallas / Fort Worth, TX area

Key competencies for position and level

Customer focus, mostly internal (occasionally external)
Communicates effectively.
Plans, aligns, coordinates, and executes activities.
Interpersonal savvy
Results & Execution oriented
Takes ownership of tasks and objectives
In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder is expected to demonstrate the following:
Attention to detail
Analytical reporting
Business acumen
Collaboration
Decision making
Proactivity
Relationship building
Positivity
Team working

Additional Information

Salary based on experience and location ($95,000-$115,000) and full benefits package offered.

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

Qualifications

5+ years of experience
Comfort and experience working across borders and with different cultures
Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
Evidence of strong relationship building & communication skills a key differentiator
Proven ability to juggle multiple things at a time, while maintaining sharp attention to detail
Excellent listening, negotiation, and presentation abilities
Grace under pressure
Bachelor’s degree in Business, Finance, Accounting or any other relevant field or equivalent professional qualification
Strong MS Office skills – particularly Excel
Interpersonal savvy
Results & Execution oriented
Analytical reporting
Business acumen
Collaboration
Proactivity
Positivity

Benefits

Salary based on experience and location ($95,000-$115,000) and full benefits package offered
OUR COMMITMENT TO YOU AND THE ENVIRONMENT

Responsibilities

Reporting to the US Head of Integration and Transformation, the Program Manager is a critical position within US operations
This person supports strategic and transformational initiatives spanning the organization
For identified initiatives, this position will support all initial and ongoing project management requirements, including project approach and plan development, project tracking and monitoring, issue & risk management, project & team communications, meeting facilitation, and project reporting
Program Manager’s responsibilities include developing strong relationships across the various functions within the US Organization and global level, connecting with key business executives and stakeholders and preparing governance information for periodic review and assessment
Program Manager also answers queries and identifies new opportunities for operational excellence
In this role, you will liaise with cross-functional internal teams (including Group function such as Business Analysts, Projects, IT, Compliance and HR departments) to accelerate business growth and improve operational performance
This position may require occasional travel
Support delivery of the M&A Integration and strategic Business Transformation initiatives ensuring that the services delivered through this team are of the highest standards
Support cross-functional / departmental teams engaged in identified initiatives
Assist with the development of project management tools and resources that can be consistently used across identified initiatives, including project plans, project tracking tools, and related items
For assigned projects, develop project-specific documentation, including implementation / rollout plans, training and communication materials, weekly / monthly update presentations for leadership, and related items
Collaborate with other departments to ensure project-related requirements are successfully delivered to support active projects
Meet business transformation project deliverables on time and within scope and budget
Contribute to the Strategy and Vision of the Transformation of Client Services
Provide support to the Individuals within the team and the broader teams that will be used to deliver the Transformation agenda
Integrating multiple business information sets (e.g. finance, IT, client, HR, etc)
Assist with challenging client requests or issue escalations as needed
Gather and identify areas for improvement
Customer focus, mostly internal (occasionally external)
Communicates effectively
Plans, aligns, coordinates, and executes activities
Takes ownership of tasks and objectives
In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder is expected to demonstrate the following:

Program Manager – Integration & Transformation

Job Type