Treat internal workflows like products, not processes
Automate the core engine
NAV production with minimal manual intervention
Fully automated reconciliations and exception handling
Real-time reporting across funds, investors, and management
Risk & Compliance → automated monitoring and alerts
Transform support functions
Finance → real-time, automated, data-driven
Internal Operations → AI-enabled work flow management
Build a unified data layer across the organisation
Remove dependency on fragmented spreadsheets and reporting
Drive adoption, not just implementation
If people aren’t using it, it doesn’t exist
Change behaviour across teams and leadership
Make AI and automation the default way of working
What Success Looks Like
Manual work becomes the exception, not the rule
AI is used daily across all functions
Fully integrated client/ intermediary platform
NAV and reporting cycles are faster and cleaner
The business scales without proportional headcount growth
The organisation operates as a system, not a collection of processes
Who You Are
You think in systems, not tasks
You challenge everything that exists today
You build, not just advise
You move fast and iterate
You care about outcomes, not tools
This Role Is Not For You If
You want to “improve” existing processes
You need fully defined requirements before acting
You see yourself as IT or support
This Role Is For You If
You want to build something from scratch
You’ve always thought: “Why is this done this way?”
You want to redefine how a financial services firm operates
