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