Programme delivery
AI Transformation & Programme Delivery for Private Equity
Andres leads AI and data transformation programmes across private equity and financial services — available for engagement as a freelance AI Programme Manager delivering AI and data transformation rollouts across portfolio companies.
Currently: Delivering a fund operations technology transformation programme, including a major data platform migration, at a leading global private equity firm.
Capability
Core capabilities
Technology transformation & process improvementYears of experience redesigning operating processes around new technology, not just running the project plan around it.
Complex delivery managementRisk-aware, outcome-focused, with a track record of delivering complex software transformations end to end, not just coordinating them.
Capital markets & PE fluencyDirect experience inside a top-tier private equity firm and capital markets environments; understands where value actually sits in a portfolio company and how to manage senior stakeholders around it.
Enterprise data migration for intelligent systemsDelivered data migrations at enterprise scale specifically designed to enable AI/intelligent-systems use, not just data movement for its own sake.
Hands-on technical depthSelf-taught, non-traditional technical background. Architected a complex delivery for a UK service business, using data consolidation as the enabling layer, then built and shipped AI systems into production — both at Aldermore and for private clients. Managed a production release by extending UAT and running daily iterative feedback cycles, mitigating adoption risk. Independently generated $10K+ in AI consulting revenue on Upwork over the past 18 months, 5-star rated throughout.
Track record
- Led the AI Landing Zone Programme at Aldermore Bank — enterprise-wide AI programme delivery in a regulated financial services environment
- AI experience since 2020 — applied conversational AI (Dialogflow) to traders' language to execute trades at Adaptive Financial Consulting, well before the current AI wave
- 15+ years of delivery management across UK financial services (Santander, Adaptive, Aldermore)
What this means for a PE portfolio programme: most delivery managers can coordinate an SI's AI rollout. Fewer can also evaluate whether what the SI built is actually good — because they've built and shipped AI systems into production themselves, or ask the right technical questions about setup, rollout risk, and mitigating user-adoption risk.
Engagement
How an engagement is structured
- DiagnosticA fixed-scope delivery-readiness assessment of the programme, its dependencies, and where delivery risk actually sits.
- PlanA board- and sponsor-ready roadmap: sequencing, owners, decision points, and what evidence each stage produces.
- Programme leadershipOngoing delivery with a weekly rhythm, active risk management, and benefits-realisation reporting against the plan.
- ScaleRepeatable governance extended across the portfolio, once a first programme has produced evidenced results.