Transformation Analyst

The Transformation Analyst acts as the operational backbone of the Transformation Management Office (TMO), playing a key role in supporting the delivery and governance of strategic transformation initiatives.

Requirements

• 3–6 years of experience in PMO, transformation, consulting, or analyst roles
• Advanced PowerPoint skills, with the ability to produce executive-level storytelling and materials
• Strong proficiency in Excel
• Working knowledge of Smartsheet, or demonstrated ability to learn new tools quickly
• Familiarity with SharePoint or similar document management tools
• Exposure to Power BI is a plus (and can be developed on the job)
• Excellent written and verbal communication skills, including the ability to draft content on behalf of senior stakeholders
• Strong organizational skills, attention to detail, and a proactive mindset with ownership of tasks
• Experience in the financial services or fund industry
• Prior exposure to transformation programs or PMO environments
• Familiarity with change management practices or process documentation
• Ability to work comfortably in ambiguous, fast-evolving environments and bring structure
• Team-oriented mindset with the potential to grow into broader responsibilities as the Transformation Office expands

Benefits

• Annual success-sharing bonuses or commission plans based on individual performance