Oliver Sinclair

Portfolio focus

Fund services · Technology, data & delivery

Oliver Sinclair

Growing businesses.
Connected fund services.

Private Markets Technology & Data Executive

I connect growth plans with the technology, data and teams needed to deliver them. At TMF and Aztec, my remit spanned acquisition integration, digital investor services, fund platforms and ongoing operations.

Explore my experience Download full CV PDF · 4 pages

Jersey, Channel Islands · Open to London-based roles and relocation

Experience across

Aztec Group TMF Group Triton Partners Apax Partners GSK

4 → c.30

TMF specialist team growth

Across multiple jurisdictions

c.70

People led at Aztec

Around 55 FTE plus contractors

c.£15m

Annual Aztec technology budget

People, software and implementation

c.£5m

Annual TMF technology budget

People, software and implementation

01 / About

Connect business growth with delivery capability.

Fund-services technology must support client commitments, operating requirements and consistent delivery across jurisdictions. I bring experience shaping the proposition, building the specialist capability and taking complex platform and client programmes through implementation and transition.

Global capability

Teams, delivery and support structures, budgets and governance across jurisdictions.

Institutional clients

RFPs, solution architecture, contracting, pricing and outsourcing transitions.

Service delivery

Connected fund platforms, client data exchange, automation, application controls and resilience.

02 / Experience

From finance to technology leadership.

Twenty years in private markets. Experience on both sides of the manager–service provider relationship.

Download full career history ↗

Professional foundations

  • CIMA Advanced Diploma in Management AccountingCIMA · 2003–2006
  • Agile Project Management PractitionerUniversity of Westminster / APMG International · 2016
  • Postgraduate Certificate, International BusinessAlliance Manchester Business School · 2001–2002
  • BSc Molecular BiologyThe University of Manchester · 1997–2001
  1. Sep 2024 – Sep 2026Aztec GroupDirector, Markets Technology Services

    Led technology, data and reporting across private equity, private credit, real assets and funds-of-funds services, supporting organic growth, large-cap clients and US expansion following PE investment.

    • Led approximately 70 people, including around 55 FTE plus contractors, and managed a c.£15m annual technology budget across change delivery, live services and suppliers.
    • Translated the five-year growth plan into a roadmap and target architecture. Advised ExCo, authored Board papers presented by the CTO and supported investor due diligence.
    • Presented technology propositions in major RFPs, advised key clients and contributed to the largest clients’ quarterly business reviews.
    • Connected Investran SaaS and the existing eFront Invest core to financial reporting and waterfall calculations. Automated funds-of-funds accounting and delivered portfolio-monitoring capability.
    • Designed a connected investor journey across fundraising, subscriptions, onboarding, KYC and reporting; implementation remained in progress at departure. Banking, payments and treasury joined the remit in 2026.
  2. Jun 2020 – Sep 2024TMF GroupHead of Private Markets Technology

    Head: Mar 2023 – Sep 2024 · Technology Lead: Jan 2021 – Mar 2023 · Fund Services Applications Manager: Jun 2020 – Jan 2021

    Built global Fund Services and Capital Markets technology capability in a PE-owned business pursuing acquisition-led growth. Grew the function from four to around 30 specialists and managed a c.£5m annual budget.

    • Supported technology due diligence and integration across six acquired businesses in the Channel Islands, Luxembourg, the US and Brazil.
    • Connected accounts payable, fund accounting and payments, with technology accountability from selection and implementation through ongoing support.
    • Delivered digital subscriptions and investor reporting through fundraising and LP portals. Built technology capability for a new private-credit loan-servicing function.
    • Delivered the technology transition for an institutional real-estate outsourcing mandate in Latin America, from client proposition and solution design to operational handover.
    • Established application controls, ISAE 3402 evidence, segregation of duties, supplier recovery requirements and disaster-recovery testing.
  3. Oct 2016 – Jun 2020Triton PartnersDigital Technology Manager / Business Intelligence Analyst

    Digital Technology Manager: Jun 2018 – Jun 2020 · Business Intelligence Analyst: Oct 2016 – May 2018

    Led business technology change within a private equity and private debt manager, working with investment teams, investor relations, finance and operations. Managed a four-person business-systems team, vendor relationships and ongoing application services.

    • Defined an application strategy to address fragmented systems, duplicated capabilities and manual hand-offs.
    • Selected and implemented a private-credit platform connected to fund accounting, covering loan compliance, order and execution management, portfolio management and loan accounting.
    • Replaced the investor reporting portal, implemented specialist entity administration and selected a separate solution for portfolio-company KYC and due diligence.
    • Owned core fund-accounting application controls and audit support, and sponsored an analytics platform for portfolio, valuation, fund-accounting and deal-pipeline information.
  4. Sep 2006 – Sep 2016Apax PartnersFinancial Systems & Operations Analyst

    Worked at the interface of finance, fund operations and technology within a global private equity manager, covering valuation, portfolio monitoring, investment information and management reporting.

    • Led business requirements and validation for an externally built management-reporting warehouse, working with delivery partners and the internal development team.
    • Developed management reporting and models for investment returns and track-record analysis, with contractor and vendor support.
    • Supported track-record automation, portfolio-monitoring capabilities and the modernisation of legacy reports to improve performance and cost efficiency.
  5. Sep 2003 – Aug 2006GSKFinance Analyst – Graduate Finance Programme

    Finance graduate programme covering planning, budgeting and reporting across R&D, IT Finance, and Manufacturing and Supply.

    • Supported financial planning and management reporting across Global Research and Development, Global IT Finance, and Manufacturing and Supply.

03 / Selected work

Global capability. Client and platform delivery.

Selected work across acquisition-led growth, connected operations, investor services and institutional transitions.

TMF Group2020–2024

Leadership · Commercial delivery

A global specialist function built for growth

Expanded TMF’s private-markets technology function from four to around 30 specialists, establishing delivery, support and governance across jurisdictions.

  • Capability building
  • Global leadership
  • Commercial accountability
My role and delivery

My contribution

Built team structures and ownership for the global Fund Services and Capital Markets practices. Aligned technology strategy, application selection, implementation and service management with business priorities.

Managed an annual technology budget of c.£5m. Responsibilities included institutional-client propositions, vendor negotiations, technology contracting and client pricing.

TMF Group2020–2024

Acquisitions · Integration

Technology supporting six acquisitions

Supported acquisition-led growth through technology due diligence and post-acquisition integration across six businesses.

  • Technology due diligence
  • Acquisition integration
  • Operating models
My role and delivery

My contribution

Supported the State Street Channel Islands integration on joining, a Luxembourg management company, two US fund-services providers and two businesses in Brazil.

Worked with ExCo on operating models and investment priorities, with technology represented on transformation steering committees.

TMF Group2020–2024

Fund operations · Payments

From invoice to payment, connected

Established an integrated invoice-to-payment process connecting accounts payable, fund accounting and payments to reduce manual handling.

  • Process automation
  • Integration
  • Service ownership
My role and delivery

My contribution

Led selection and implementation of invoice and payment platforms, their integration with fund accounting, and the ongoing support model.

Accountability covered the full technology lifecycle, from investment decisions through implementation and live services.

TMF Group2020–2024

Investor experience · Digital services

Digital services through the investor lifecycle

Gave investors online access to subscription documents and ongoing fund reporting through fundraising and LP portals.

  • Investor services
  • Platform selection
  • Delivery leadership
My role and delivery

My contribution

Led the technology work from requirements and competitive selection through implementation and ongoing services.

At Aztec, subsequently assessed and designed a connected journey across fundraising, subscriptions, onboarding, KYC and reporting. That implementation was still in progress at departure.

Aztec Group2024–2026

Fund accounting · Reporting · Integration

Connected fund accounting and reporting

Connected fund accounting, financial reporting and waterfall calculations to reduce manual spreadsheets and document preparation.

  • Platform modernisation
  • Fund reporting
  • Integration
My role and delivery

My contribution

Implemented Investran SaaS alongside the existing eFront Invest core. Connected both through the integration layer to reporting and waterfall calculations, returning results to the relevant accounting platform.

Accelerated supported fund-accounting releases and new capabilities, while defining the longer-term roadmap for SaaS delivery. Also delivered portfolio dashboards and real-estate budgeting capabilities.

TMF Group2020–2024

Institutional clients · Outsourcing

An institutional outsourcing mandate delivered

Delivered the technology workstream for a major institutional real-estate outsourcing and lift-out mandate in Latin America.

  • Institutional clients
  • Solution architecture
  • Transition delivery
My role and delivery

My contribution

Led solution architecture, implementation and transition into TMF’s operating model from the initial client pitch. Connected the client proposition with the technology and service model needed to deliver it.

The remit covered the end-to-end technology workstream, alongside executive, practice and client stakeholders.

04 / Leadership

Commercial understanding. Operational accountability.

My responsibilities have spanned the client proposition, technology investment and the people and services needed to fulfil delivery commitments.

Read the full career history

Annual technology budgets covered people, software and implementation services: c.£15m at Aztec and c.£5m at TMF.

01

Global teams and operating models

Build specialist functions, define ownership and align change delivery with ongoing support across jurisdictions.

TMF team growth from four to around 30 and integration across six acquired businesses; c.70 people led at Aztec.

02

Client and commercial delivery

Translate institutional requirements into solution designs and commercial proposals that can be implemented and supported.

TMF pitches, RFPs, vendor negotiations, technology contracting and client pricing; end-to-end technology leadership for a major outsourcing mandate.

03

Technology investment and priorities

Prioritise platform, data and integration decisions against business needs and delivery capacity, with executive governance and budget accountability.

Aztec’s five-year growth roadmap and target architecture, ExCo advice and a c.£15m annual technology budget.

04

Service control and resilience

Build audit evidence, access controls, supplier recovery requirements and support capability into the service model.

TMF ISAE 3402 evidence, access controls, segregation of duties and disaster-recovery testing.

05 / Approach to AI investment

A business case before an AI investment.

In fund services, AI needs to work within the operating and control model. I assess document extraction and reconciliation use cases against exceptions, review effort, client data requirements and the cost of ongoing support.

  1. 01

    Define the business need

    Identify the operating problem, current effort, cost and risk. Compare the proposed investment with process changes and existing systems.

    Decision requirementA clear problem and a credible basis for investment
  2. 02

    Test performance in practice

    Use representative cases and include exceptions. Assess accuracy, completeness and the effort needed to review the output.

    Decision requirementEvidence of value in the intended workflow
  3. 03

    Establish control and ownership

    Agree data access, traceability, human review and recovery arrangements. Name the business and technology owners.

    Decision requirementAn operating model the business can support
  4. 04

    Decide whether to scale

    Assess the evidence, total cost and support requirements against agreed criteria. Define ongoing monitoring and an exit option.

    Decision requirementAn informed investment decision with accountable owners

Illustrative decision framework adapted from a July 2026 AI supplier assessment.

Technology experience

Platforms supporting the service model.

Experience spans strategic oversight, supplier selection and delivery leadership, alongside earlier hands-on reporting and model development.

Investment and fund operations

Private-credit implementation at Triton; fund-accounting modernisation, financial reporting and waterfall calculations at Aztec and TMF.

Selected platforms

eFront Invest · Investran · Allvue · Anaplan · Workiva

Data, reporting and automation

Reporting and investment-performance models at Apax; client data exchange, master data management and funds-of-funds accounting automation at Aztec and TMF.

Selected platforms

Databricks · Snowflake · MuleSoft

Investor and corporate services

Digital subscriptions and investor reporting, entity administration, KYC integration design, treasury, payments and regulatory reporting.

Methods and responsibilities

Selection · Integration · Delivery governance · Service management

Start a conversation

Discuss your next technology leadership appointment.

I welcome senior technology, data and delivery roles with fund administrators and global fund-services businesses, particularly where the mandate combines operating-model change, platform modernisation and institutional-client delivery.

oliver@unlistedlogic.comConnect on LinkedIn

Jersey, Channel Islands · Open to London-based roles and relocation