Job Description

Key Responsibilities

• Coordinate multi-workstream execution for AI & Data initiatives, maintaining plans, dependencies, risks, and decisions; prepare leadership reviews and steering materials.
• Serve as a business analyst for priority initiatives—eliciting requirements, framing use cases, defining success metrics, and partnering with product and engineering.
• Shape and maintain executive-ready materials—story-driven slide decks for strategy, business cases, roadmaps, OKRs, quarterly reviews, and programme updates.
• Support leadership with timely updates of the business plan, business strategy, and technical strategy, ensuring traceability from strategy to execution.
• Drive intake, prioritisation, and governance for AI & Data initiatives; track impact and adoption through dashboards and structured reporting loops.
• Partner across Product, Engineering, Legal/InfoSec/Compliance to ensure responsible AI adoption, alignment to guardrails, and smooth rollout from pilot to production.
• Contribute hands-on to programme delivery—RAID logs, status comms, PMO artefacts, stakeholder comms, and milestone tracking; remove blockers proactively.
• Create leverage for the leadership team—own projects, conduct research/competitive scans, prepare briefings, and operate with high judgement and urgency.
• Step up to own programmes or projects directly once capacity is created and trust is established; manage execution through to measurable outcomes.

Required Experience

• 6–8 years in a strategy, programme management, product, consulting, or BA role within technology or fintech, including hands-on execution across multiple workstreams.
• Experience implementing modern data platforms such as Snowflake and/or Databricks, and using them for AI or Analytics or data sharing use cases.
• Exposure to AI implementation projects (e.g., ML product features, AI-assisted workflows, or enterprise AI enablement e.g. AI for Coding), with ability to translate business outcomes into technical plans.
• Strong project management and programme management capabilities: planning, dependency management, risk/issue governance, and stakeholder communications.
• Excellent communication and storytelling—able to craft compelling, executive-ready slide decks that simplify complex topics and drive decision-making.
• Proven business analysis skills: requirements, process mapping, use cases, acceptance criteria, baseline/target metrics, and value realisation tracking.

Preferred Skills

• Familiarity with our team’s future stack (e.g., AWS, Snowflake, Kafka, Terraform, Mage AI) and data platform modernisation practices.
• Experience coordinating rollouts with Legal, InfoSec, and Compliance to align with privacy, security, ethical AI, and IP guardrails.
• Strong executive presence and the ability to influence without authority across Product, Engineering, GTM, and Operations.
• Comfortable working at speed, with ambiguity, and in a controls environment; practical, hands-on, and outcome-oriented.

What Success Looks Like (First 12 Months)

• A clear backlog and programme oversight structure to communicate effectively
• Create high-quality, repeatable executive materials (strategy narratives, decision briefs, quarterly reviews) that leadership relies on.
• Accelerate one to two priority initiatives (e.g., data platform modernisation, AI feature rollout) by coordinating cross-functional delivery.
• Take ownership of at least one programme/workstream and deliver measurable outcomes (e.g., adoption, cycle-time reduction, cost efficiency, or client impact).

Education

• Bachelor’s degree required; Master’s degree or equivalent experience in business, finance, computer science, engineering, or a related field helpful.

Location and Travel

• Role based in London (LHR), UK, at least 3 days in office.

Compensation

The salary range will be determined based on experience, skills, and geographic location.

Equal Opportunity Employer

InvestCloud is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.

What Success Looks Like (First 12 Months)

• A clear backlog and programme oversight structure to communicate effectively
• Create high-quality, repeatable executive materials (strategy narratives, decision briefs, quarterly reviews) that leadership relies on.
• Accelerate one to two priority initiatives (e.g., data platform modernisation, AI feature rollout) by coordinating cross-functional delivery.
• Take ownership of at least one programme/workstream and deliver measurable outcomes (e.g., adoption, cycle-time reduction, cost efficiency, or client impact).

Education

• Bachelor’s degree required; Master’s degree or equivalent experience in business, finance, computer science, engineering, or a related field helpful.

Location and Travel

• Role based in London (LHR), UK, at least 3 days in office.

Equal Opportunity Employer

InvestCloud is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.

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