Senior Operations Consultant - Investment Information Management
Core
Senior Operations Consultant serving as a subject matter expert in investment performance measurement and reporting for Wealth Management, resolving complex calculation discrepancies and driving operational improvements.
Role type
Senior IC Operations Consultant (Investment Performance)
Builds
Investment performance reporting platforms, operational processes, and strategic roadmaps for Wealth Management.
Domain
Financial Services / Wealth Management / Investment Performance
Required skills
Investment performance measurement methodologies (TWRR, MWRR, Modified Dietz), Advanced Excel, Financial market data analysis, Process improvement, Project management, Stakeholder management, Data validation, Strategic roadmap development, Vendor management
Preferred skills
Experience with performance platforms (First Rate, Addepar, Tamarac, Black Diamond), Executive presentation skills, Cross-functional collaboration, Quantitative analysis
Technologies
Microsoft Excel, PowerPoint, First Rate, Addepar, Tamarac, Confluence, Black Diamond, Clearwater, Morningstar, Lipper, FactSet, Bloomberg
Responsibilities
Analyze and resolve complex investment performance calculation discrepancies and return outliers; Develop and deliver training programs on performance concepts and methodologies; Build partnerships with Financial Advisors to understand client reporting needs; Identify and lead process improvement initiatives; Design operational workflows and system designs to improve efficiency; Manage complex assignments and projects with minimal oversight; Establish and monitor KPIs to drive continuous improvement; Translate complex mathematical concepts into actionable business solutions.
Seniority
Senior, hands-on IC