Data Reporting Analyst
3 weeks ago
We are seeking an Principal Investment Data and Analytics Specialist with experience managing investment operations for performance reporting or experience managing investment data teams, with a background in project management. This is a leadership role and will include managing a team of associates.
Responsibilities:
- Consolidate data collection efforts across Investment Research and take ownership for timeliness and quality of governed data sets
- Collaborate with other global functions, including Investment Research, Product Services and Data Management to agree on additional functions to onboard, and to deliver standards and metrics for monitoring
- Oversee and own data and service provider relationships utilized by the team and ensure all SLAs are met
- Identify process and automation improvements and develop business and/or development requirements to support project prioritization and contribute to increased team efficiency
- Utilizing visualization tools and available or custom data sources, prototype and ultimately deliver creative and rapid solutions to facilitate regular or ad-hoc analyses
- Facilitate the resolution of data issues between the investment team and data owners across the organization
- Implement processes and procedures for the team and ensure adherence. Ensure procedure documentation is current and accessible
- Manage position and transaction reconciliations for all Pooled Vehicle products, ensuring ad-hoc and periodic performance estimates and finalized reporting are fully accurate and signed-off
- Deliver Pooled Vehicle performance reporting (including attribution) to internal teams, working directly with Compliance function to ensure all delivered materials meet disclosure requirements
Qualifications:
- 6-10 years experience managing investment operations for performance reporting and/or experience managing investment data teams
- Experience calculating investment performance and attribution across asset classes (including time-weighted returns, IRRs and PMEs)
- Proficient understanding of investment data sets and vehicle structures, including dealing terms and fee structures in commingled and bespoke investment products
- Prior experience managing third-party vendors or contract team resources
- Strong problem solving skills and attention to detail
- Technical skills such as SQL, PowerBI, Excel, Power Automate or RPA
- MBA or progress toward CFA or CIPM is a plus
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