Consultancy Support for Investment Platform Implementation

Descriptions

Border to Coast has propositions within Public Listed, Private Markets, and Real Estate asset classes that deliver investment opportunities and management to our Partner Funds, with specific systems in place for each asset class.

As part of our strategy to offer more capabilities to our Partner Funds and a unified approach to investments data within the organisation, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments.

We engaged in a public procurement for the platform and are well progressed through that process. We require consultancy support to assist us with the implementation of the selected system, as set out below.

The platform needs to be integrated with our administrator and other third parties to enable us to gain efficiency benefits, manage from the perspective of the whole customer fund, and strategically implement the provision of new capabilities. The successful bidder must be able to demonstrate a strong background implementing enterprise investment and data platforms in Managers and Owners, and have a firm understanding how these organisations operate with third party administrators/asset servicers.

The support Border to Coast requires is as follows:

In partnership with Border to Coast, our Asset Servicer, and our selected platform provider, set-up and deliver the implementation programme to time, scope, and budget.

Roles and responsibilities include but not limited to:

- Programme/project management: Governance set-up and on-going management, ensuring strong delivery mindset and partnership approach instilled throughout the programme across all parties involved.

- Workstream leadership: Drive the successful delivery of workstreams as defined by the programme.

- Communications and Test planning: Oversee defining the communications and testing strategy to ensure successful delivery and embedding of this change.

- Business Analysis: Facilitate effective and efficient delivery such that Border to Coast's outcomes are delivered, able to engage with SMEs and own the business analysis load to deliver the programme.

The proposed team will need to have proven experience successfully implementing the platform.