Manager, Portfolio Data Operations

• Serve as a "player/mentor" who will contribute to and supervise a team of Portfolio Data Operations Analysts in New York and Pune, India
• Oversee and manage daily operational workflows for portfolio and aggregator data feeds, and help review, manage, and/or address client data inquiries and requests
• Develop and maintain effective and efficient process controls and accurate metrics to ensure quality standards and interpersonal expectations are met
• Partner with members of Product and Engineering to craft, test, and implement new processes and tooling features that improve data quality as well as optimise operational efficiency
• Lead all aspects of the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities
• Lead the team to accomplish goals that are aligned with the organisation’s business and talent engagement objectives and hold self and everyone accountable for meeting expectations
• Collaborate with leads of different organisations on new data related initiatives and product offerings

• 5+ years of knowledge/experience in the financial industry, securities modeling, post-trade processing or trade-surveillance systems
• Detailed in documenting information and standard methodologies and exhibits good follow through techniques
• Consistent track record of planning, designing, and leading numerous processes, people and projects simultaneously
• Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
• Experienced with leading teams, cross-functional projects and learning and development initiatives
• Outstanding communication and interpersonal skills for engaging with clients, custodial data providers, as well as internal partners
• Forward looking and pragmatic on finding effective solutions to sophisticated complex issues
• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment

Technical skills preferred in any or all of the following: Excel, VBA, SQL, Python, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications

• bonus
• equity
• benefits