Institutional Investment Database Manager
Core
Overseeing the firm's presence across third-party databases and platforms utilized by institutional investors and consultants to ensure accurate, timely, and compelling representation of institutional investment capabilities.
Role type
Institutional Investment Database Manager
Builds
High-quality data representation for institutional sales efforts across platforms like eVestment and Preqin
Domain
Institutional Asset Management / Financial Data Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Data accuracy and consistency, Regulatory compliance, Consultant ecosystem knowledge, Analytical capabilities, Large complex data set management, Database platform management
Preferred skills
CRM systems (Salesforce), Performance data management, Product strategy alignment
Technologies
eVestment, Preqin, Salesforce
Responsibilities
Maintain and update consultant and industry databases with qualitative and quantitative information, Partner with internal teams to gather and validate content for submissions, Serve as primary point of contact for consultant inquiries and DDQs, Monitor platform analytics to identify visibility opportunities, Prepare reporting on consultant coverage and distribution trends, Identify opportunities to improve workflows and automation
Seniority
Mid-level, hands-on IC