Skill required: NA - Business Transformation

Designation: Business Transformation Senior Manager

Qualifications: Master of Business Administration/Masters in Business Economics

Years of Experience: 16 to 25 years

What are we looking for? - 10-15 years of experience in transformation, analytics, or operations strategy roles within capital markets, wealth, or asset/investment management firms

- Demonstrated experience in designing and delivering complex process optimization and data analytics programs

- Familiarity with cloud analytics tools (AWS, Azure), BI platforms (Power BI, Tableau), data management (SQL, Python, Alteryx), and automation (UiPath, Blue Prism)

- Strong understanding of operational risk, regulatory compliance, and internal control frameworks

- Exposure to ESG analytics, client personalization models, or transformation in T+1 settlement environments is a plus

- Certifications: CFA, FRM, PMP, Six Sigma, or equivalent

Roles and Responsibilities:

- Design and implement advanced analytics solutions using statistical modeling, machine learning, and BI tools to support business performance, investment insights, and operational efficiency

- Deliver business intelligence dashboards, predictive models, and client segmentation strategies that support sales, investment, and compliance teams

- Use data-driven techniques to analyze portfolio performance, product profitability, transaction patterns, and advisor productivity

- In-depth understanding of trading workflows for equities, fixed income, derivatives, FX, and structured products

- Experience in trade execution models (DMA, algos, RFQ), market data consumption, and pre/post-trade risk and compliance processes

- Strong grasp of client lifecycle management - onboarding, financial profiling, suitability assessments, portfolio construction, and ongoing advisory services

- Process entitlement studies / deep dives, diagnostics to identify entire opportunity landscape covering micro, small, big T transformation. Build business cases for adoption of high-end technologies like Gen AI, Agentic AI to deliver transformation outcomes for clients

- Lead large-scale transformation programs across technology, operations, data, and product domains

- Build business cases and track benefits realization for digital and operational efficiency programs

- Act as transformation advisor to key stakeholders: Business Heads, CIOs, Operations Leaders, Risk & Compliance, and Product Owners

- Own and deliver Transformation goals like Automation led productivity, progression on Transformation journey, Set up brilliant basics for new projects while ensuring a seamless experience to clients

- Engage with client leadership stakeholders via meaningful conversations on client Business Outcomes and their indicators to constantly drive high value perception with clients and value creation beyond SLAs and KPI compliance, Transactional productivity, Accuracy etc

- Familiarity with investment advisory platforms (Avaloq, Temenos, Salesforce Financial Services Cloud)

- Knowledge of asset classes (mutual funds, ETFs, alternatives), portfolio optimization techniques, and benchmark-relative performance tracking

- Understanding of investment accounting, risk metrics (Sharpe, alpha, beta), and performance attribution models

- Expertise in full trade lifecycle processes: trade capture, matching, confirmation, settlement, exception management, and reconciliation

- Familiarity with industry protocols (SWIFT, FIX), market utilities (DTCC, Euroclear), and regulatory reporting frameworks (MiFID II, EMIR, SFTR)

Master of Business Administration, Masters in Business Economics