Senior PM Implementation Specialist APAC

Operations and Fund Administration

• Own daily implementation for PM funds and client mandates: trading, cash, rebalancing, lifecycle events, data checks, controls and exceptions.
• Maintain model portfolios and Investment Policy Statements (IPS).
• Provide cross-coverage for core processes during absences, peak workloads and operational incidents.
• Complete workload planning, handovers, daily controls and issue resolution; escalate exceptions promptly.
• Partner with Portfolio Management, Fund Management Companies, Risk, Compliance, Operations and IT.
• Maintain procedures, runbooks, control evidence and knowledge-transfer materials.
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Projects and Change Management

• Lead and contribute to priority operating-model, workflow, data, control, reporting and platform initiatives.
• Translate business needs into testable requirements, including impacts, dependencies, controls, acceptance criteria and readiness actions.
• Independently manage assigned workstreams, plans, risks, decisions, stakeholder communications and escalations.
• Identify and implement approved process simplification, control enhancements and automation opportunities.
• Use Power BI, Python, SQL or comparable tools to improve analysis, monitoring, reporting and automation.
• Build functional expertise in PM systems and tools, including Avaloq and Bloomberg PORT.

Development of PM Systems and Maintenance of data integrity

• Maintain the quality of PM data, models, benchmarks, classifications, restrictions, IPS settings, reports and related configurations.
• Actively improve PM systems and workflows such as in Avaloq, Bloomberg, and other relevant systems, including testing and documentation, in close collaboration with IT and business stakeholders
• Work within the DPM APAC operating model and SLA; uphold fiduciary duty, regulatory compliance, fair client treatment and operational prudence.