Associate Director - AUM Operations & Data Transformation

Lead transition of AUM operations and reporting from legacy tools to a modern Data Lakehouse platform, driving data governance, automation, and reporting accuracy.

Own end-to-end AUM revenue operations including roll-forward processes, capital raise reporting, revenue-to-AUM reconciliation, and master data management to ensure consistency and auditability.

Manage stakeholder relationships and lead large-scale data and ERP transformation programs across Finance, Investment, Distribution, and Technology domains.

Minimum 10 years' experience in asset management, investment operations, fund administration, or financial services, with at least 5 years in transformation or ERP/data modernization initiatives.

Bachelor's degree in Finance, Accounting, Business, Computer Science, or related field; MBA, CA, CFA, CPA or equivalent professional qualification preferred.

Strong expertise in AUM, capital raise lifecycle, revenue reporting, and public/private fund structures.

Experience with ERP systems (SAP, Oracle, Workday or equivalent), Data Lakehouse architecture, Master Data Management, and integration of ABOR and IBOR systems.

Demonstrates deep domain expertise combining asset management operational knowledge with hands-on experience in AUM roll-forward and fund structures across public and private markets.

Proven leader in large scale data and ERP transformations, capable of defining target-state operating models and governance frameworks with measurable impact on reporting and operational efficiency.

Skilled in managing complex stakeholder ecosystems including Finance, Distribution, Technology, and Data teams in a global asset management environment.