Senior PM Implementation Specialist APAC

About the role

LGT, the largest private banking and asset management group owned by an entrepreneurial family and the family office of the Princely House of Liechtenstein, is hiring a Senior PM Implementation Specialist for APAC. The role covers daily implementation of PM funds and client mandates, projects and change management, and the development and maintenance of PM systems and data integrity.

Key responsibilities

• Own daily implementation for PM funds and client mandates: trading, cash, rebalancing, lifecycle events, data checks, controls and exceptions
• Maintain model portfolios and Investment Policy Statements (IPS)
• Provide cross-coverage for core processes during absences, peak workloads and operational incidents, and escalate exceptions promptly
• Partner with Portfolio Management, Fund Management Companies, Risk, Compliance, Operations and IT
• Lead and contribute to operating-model, workflow, data, control, reporting and platform initiatives, translating business needs into testable requirements
• Manage assigned workstreams, plans, risks, stakeholder communications and escalations independently
• Implement process simplifications, control enhancements and automation, using Power BI, Python, SQL or comparable tools
• Maintain PM data, models, benchmarks, classifications, IPS settings and reports, and improve PM systems such as Avaloq and Bloomberg PORT
• Work within the DPM APAC operating model and SLA, upholding fiduciary duty, regulatory compliance and fair client treatment

Required profile

• University degree in finance, economics, business, information systems, engineering or a related discipline; equivalent professional experience considered
• 7 to 12 years of relevant experience in DPM, asset management, PM implementation, fund operations, investment operations, investment-platform change or a related environment
• CFA, CAIA, FRM, project-management or relevant systems/data qualifications are advantageous but not mandatory
• Proven experience in operational processing, controls, reconciliations, exception management and escalation
• Hands-on experience with PM systems, portfolio restrictions, IPS maintenance, model portfolios, PM funds and client mandates
• Experience in UAT, test evidence, defect management, business sign-off and post-release validation

Required skills

• Avaloq and Bloomberg PORT experience strongly preferred
• Advanced Excel and data-analysis skills
• Power BI, Python, SQL, VBA or comparable automation skills advantageous
• Strong communication, stakeholder management and organisational skills