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