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Responsibilities:
Investment Planning & Strategic Alignment:
Develop and maintain a comprehensive investment evaluation framework
Conduct thorough due diligence on potential investment opportunities working with key stakeholders in the business, technology, finance, and other areas as needed
Review investment proposals and create presentations for senior management, clearly articulating the rationale, risks, and potential returns of each opportunity
Collaborate with cross-functional teams to identify and evaluate strategic initiatives that support growth objectives
Contribute to the development of a long-term roadmap that will result in more agility delivering key technical capabilities sooner
Prioritization & Resource Allocation:
Establish and manage a clear and transparent prioritization process for projects and initiatives, ensuring alignment with strategic goals
Monitor and track the budget of investments and projects, providing regular updates and recommendations to senior management
Reporting & Communication:
Develop and maintain key performance indicators (KPIs) to track the effectiveness of investment and prioritization processes
Prepare regular reports and presentations for senior management, providing insights and recommendations based on data analysis
Communicate effectively with stakeholders at all levels, building strong relationships and fostering collaboration
Process Improvement:
Continuously evaluate and improve existing investment and prioritization processes to enhance efficiency and effectivenes.
Stay abreast of industry best practices and emerging trends in investment management and strategic planning
Qualifications:
10+ years of experience in financial services
Experience working in global and complex settings with multiple stakeholders
Knowledge of the financial services industry and technology, including Profit & Loss (P&L), accruals, client allocations, capitalization, recovery and fixed price contracts
Proven ability to work in a team of diverse skill sets, cultures and cross functionally
Proven ability to work in high-pressure, time-sensitive environments
Strong analytical skills, with the ability to interpret complex data
Proven ability to develop and implement investment and prioritization frameworks
Ability to think strategically
Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely
Strong project management skills, with the ability to manage multiple projects simultaneously
Proficiency in Microsoft Office Suite
Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
Anticipated Posting Close Date:
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