Core Responsibilities
A. KPI Ownership & Reporting Infrastructure
- Build, launch, and maintain the Champion, PC, and AI KPI Reels
- Systematize performance tracking across all functions and fund strategies
- Ensure high data hygiene and zero tolerance for reporting gaps
B. BI & Data Integration
- Implement dashboards and performance metrics in Power BI / Zoho Analytics
- Maintain source-data pipelines with CRM, fund admin, accounting, and investor portal
- Own monthly reconciliation and audit integrity
C. System Administration & Controls
- Manage role-based access across the tech stack
- Maintain data governance standards
- Ensure business units, advisors, and operators access clean, real-time data
D. Tactical Load Absorption from Head of Technology
- Take ownership of execution tasks, system fixes, and vendor follow-ups
- Ensure Head of Tech is no longer bogged down in in-the-weeds troubleshooting
- Track progress in transferring operational workload
Success Profile
- Structured, detail-obsessed executor who thrives in a system-driven culture
- Comfortable translating business requirements into technology execution
- Disciplined about data integrity and access control
- Reliable, high-trust operator with extreme follow-through
- Committed to building visibility systems that power a flat, KPI-first organization