Job responsibilities:
- Assist senior department leadership with project staffing and governance decisions.
- Train team members in the use of applications.
- Lead and influence less experienced team members in a matrix reporting environment.
- Establish and maintain relationships with vendors and internal management/front-line staff.
- Collaborate with performance operations to understand client behavior as needed.
- Maintain a business-level understanding of both legacy and external platform functions.
- Work independently and collaboratively to verify performance and risk analytics across platforms using available tools.
- Interpret and draft commentary on functional testing results.
- Identify, document, and resolve production issues before and after migration.
- Provide concise updates on client migration status and assist with prioritization.
- Present findings, outcomes, and solutions at stakeholder meetings.
Required qualifications, capabilities and skills:
- Minimum of 15 years working with institutional clients, including at least 5 years utilizing market-leading performance, attribution, and analytics software platforms such as FactSet.
- Proven experience as a people manager, demonstrating effective team leadership and development skills.
- In-depth understanding of the systems/software development lifecycle.
- Strong proficiency in office productivity software (e.g., Microsoft Office Suite).
- A positive attitude with a strong work ethic and a willingness to embrace a steep learning curve.
- Excellent attention to detail with a proven ability to solve complex problems.
- BA, BS, or MBA degree in business, finance, or mathematics, or an equivalent qualification.
Preferred qualifications, capabilities and skills:
- Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged