Portfolio Transformation Specialist

2 days ago


Brisbane, Queensland, Australia beBeeTransformation Full time $100,000 - $120,000

Job Title: Portfolio Transformation Specialist

Job Description:

We are seeking an experienced Portfolio Transformation Specialist to support the implementation of a new Portfolio Management System within our Investments portfolio. This key role will focus on managing change and ensuring successful project delivery.

Key Responsibilities:
  • Collaborate with senior stakeholders to develop and implement a change management strategy.
  • Support the design and delivery of training programs for Investment staff.
  • Work closely with the Portfolio Management team to ensure effective system implementation.
Requirements:
  • Minimum 4-5 years of experience in change management or a related field.
  • Proven track record of delivering successful change initiatives.
  • Strong understanding of the investment lifecycle, including front, middle, and back office processes.
  • Familiarity with portfolio management systems and experience with platform implementations is highly advantageous.
Benefits:
  • Opportunity to work on high-profile transformation projects.
  • Collaborative and dynamic work environment.
  • Professional development opportunities.
Preferred Qualifications:
  • Postgraduate degree in a relevant field (e.g., business administration, organizational development).
  • Experience working in the financial services industry, particularly in investment management.


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