Senior Manager, Partner Experience and Programs
Udemy
Application Manager
Davy
full-time
Posted on:
Location Type: Hybrid
Location: Dublin • 🇮🇪 Ireland
Visit company websiteJob Level
SeniorLead
About the role
- Lead the end-to-end implementation of the Portfolio Management System (PMS), from design and configuration through to testing, data migration, and go-live.
- Collaborate with business users and department heads to identify operational challenges and define effective system or process-based solutions.
- Coordinate with internal teams and external vendors to ensure timely, on-budget delivery and resolution of issues.
- Facilitate workshops to gather business requirements and define system configurations.
- Evaluate and communicate organisational impacts resulting from new system implementations or process changes.
- Develop and manage detailed project plans, project documentation, tracking milestones, dependencies, and risks.
- Design and manage the integration of the PMS with existing Davy systems, ensuring seamless workflows and operational efficiency.
- Ensure accurate migration and reconciliation of historical data to support seamless transition and operational continuity
- Become a subject matter expert by maintaining a detailed knowledge base of business operations, business processes, data flows and systems.
- Lead the development and execution of robust test strategies to validate system functionality and support successful deployment.
- Support business readiness through process reviews, training material development, training delivery, and post-implementation reviews.
- Serve as the primary liaison for internal stakeholders and external vendors.
- Provide regular updates, progress reports, and risk assessments to senior leadership and steering committees.
- Promote cross-functional collaboration across business, operations, compliance, and IT teams to ensure alignment and buy-in.
- Take full ownership of the PMS post-implementation, ensuring it evolves with business needs.
- Configure, enhance, and maintain systems in line with evolving business requirements and product roadmaps
- Provide high-quality application support, managing backlogs, resolving queries, and escalating as needed.
- Drive continuous improvement initiatives and strengthen internal controls.
- Ensure ongoing data integrity, reporting accuracy, and regulatory compliance.
Requirements
- 8+ years of experience in asset/wealth management, fund administration, or buy-side technology/change roles.
- Proven track record in managing fintech system implementations ideally in regulated environments.
- Strong understanding of front-to-back investment processes including trading, compliance, settlements, NAV, and performance attribution.
- Familiarity with investment data domains such as Securities Master, Holdings, Transactions, Benchmarks, ESG, Risk, and Reference Data.
- Knowledge of regulatory frameworks including UCITS, PRIIPs, SFDR, and MiFID II (desirable).
- Strong project management skills with a history of delivering complex initiatives.
- Excellent analytical, problem-solving, and attention-to-detail capabilities.
- Exceptional communication and stakeholder management skills.
- Experience with commercial PMS/OMS platforms and investment record-keeping systems.
- Bachelor’s degree or higher in Finance, Business, Technology, or a related discipline.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Portfolio Management System (PMS)data migrationsystem configurationproject managementtest strategiesapplication supportregulatory complianceinvestment processesdata integritycontinuous improvement
Soft skills
analytical skillsproblem-solvingattention to detailcommunication skillsstakeholder managementcross-functional collaborationleadershiporganizational skillstraining deliveryworkshop facilitation
Certifications
Bachelor’s degree in FinanceBachelor’s degree in BusinessBachelor’s degree in TechnologyUCITS knowledgePRIIPs knowledgeSFDR knowledgeMiFID II knowledge