Senior Operations Consultant - Investment Information Management
Core
Senior Operations Consultant acting as a subject matter expert in investment performance measurement and reporting, resolving complex calculation discrepancies, and leading process/platform enhancements for Wealth Management.
Role type
Senior Operations Consultant (Investment Performance)
Builds
Investment performance reporting platforms, operational workflows, and strategic roadmaps for Wealth Management.
Domain
Wealth Management / Investment Performance Analytics
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Investment performance measurement methodologies (TWRR, MWRR, Modified Dietz), advanced Excel/PowerPoint, quantitative analysis, process improvement, stakeholder management, project management, KPI definition
Preferred skills
Experience with performance platforms (First Rate, Addepar, Tamarac), financial market data providers (Bloomberg, FactSet), executive presentation skills
Technologies
Microsoft Excel, PowerPoint, First Rate, Addepar, Tamarac, Confluence, Black Diamond, Clearwater, Bloomberg, FactSet, Morningstar, Lipper
Responsibilities
Analyze and resolve complex investment performance calculation discrepancies and return outliers; Design and implement operational workflows and system enhancements; Develop training programs on performance methodologies; Partner with Financial Advisors and business teams to deliver performance solutions; Establish and monitor KPIs to drive continuous improvement; Lead cross-functional initiatives for platform enhancements.
Seniority
Senior, hands-on IC with mentorship responsibilities
