FundSense
Head of Document Solutions
London
Posted about 12 hours ago
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Document Solutions Strategy and Capability
- Own and evolve FundSense’s document solutions strategy across the full document lifecycle, from ingestion and information extraction to creation, validation, publishing and dissemination.
- Shape scalable capabilities for factsheets, CCIs, KIDs and KIIDs, prospectuses, supplements, board and client reports, RFPs, business cases and other asset management documents.
- Define reusable solution patterns that combine workflow automation, governed data, document intelligence and appropriate AI capabilities.
- Ensure document solutions are grounded in FundSense iD so content remains aligned with approved data, business rules, templates and downstream systems.
- Identify opportunities to extend FundSense’s document offering through new formats, use cases, integrations and automation approaches.
Solution Design and Operational Governance
- Lead the design of robust document workflows, controls and operating models that support accuracy, timeliness, version control, auditability and regulatory requirements.
- Translate complex client document processes into clear requirements, rules, exception paths, approvals, service levels and quality controls.
- Set standards for document extraction, generation, comparison, verification and publishing, including the handling of text, tables, images and metadata.
- Oversee quality assurance and exception management across document solutions, using root-cause analysis to drive continuous improvement.
- Work with product and engineering teams to move proven client solutions into reusable, maintainable platform capabilities.
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Team Leadership and Mentorship
- Build, lead and develop a high-performing document solutions capability as FundSense grows.
- Mentor analysts and solution specialists, establishing high standards for document analysis, requirements, testing, quality and communication.
- Contribute to hiring, onboarding, knowledge management and team development over time.
- Act as the senior document solutions subject matter expert across the business.
Client Vendor and External Relationship Management
- Build and maintain strong relationships with clients, document providers, legal firms, translation partners and other strategic external stakeholders.
- Lead discovery and solution-design discussions relating to document production, maintenance, validation, governance and distribution.
- Support proposals, demonstrations and implementations by explaining solution design, controls and operational benefits with credibility.
- Track regulatory, industry and template developments that affect asset management documents and translate them into practical priorities for FundSense.
Cross-Functional Collaboration
- Work closely with product, data, engineering, delivery, commercial and leadership teams on strategic initiatives and client priorities.
- Bridge document, data, operational, regulatory and technical perspectives to ensure end-to-end solutions work in practice.
- Contribute confidently to internal and external meetings, representing document solution requirements and recommended approaches.
- Help identify opportunities to connect document capabilities with FundSense’s wider data management, reporting, product lifecycle and digital solutions.
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Experience
- Significant experience in product, solutions or operational roles within an asset manager, wealth manager, bank, asset management technology provider, data vendor, document provider or related industry supplier.
- Comprehensive understanding of the documents asset managers are required to produce and maintain, including fund factsheets, KIDs and KIIDs, prospectuses, supplements, regulatory reports, client reports and board materials.
- Strong knowledge of the internal and external data used within these documents, including product, fund, share-class, portfolio, performance, risk, charges, sustainability and regulatory data.
- Practical understanding of how data is sourced from internal systems and third parties, governed, validated, transformed and distributed across documents, reports and downstream platforms.
- Experience with the technologies used to create and manage asset management documents, including product and data masters, document-generation platforms, workflow automation, content management, reporting tools, APIs and AI-enabled solutions.
- Demonstrable ability to translate complex operational, regulatory and user requirements into scalable product capabilities and prioritised roadmaps.
Salary
Competitive and commensurate with experience.
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