The Investment Platforms team bridges the gap between Investments and Technology, partnering closely with the Investment Directorate and Investment Operations teams to deliver technology change and operate platform systems that underpin our Investment Proposition. They manage a diverse and specialist technology landscape, including discrete applications, platform technologies, underlying data stores, market data solutions, and third‑party managed services. The team works with the broader technology community to ensure Investment systems are scalable, secure, and aligned with business priorities, enabling innovation and operational excellence across the investment lifecycle. The Investment Platform Systems Lead is a subject matter expert (SME) responsible for supporting and enhancing the technical integrity of the firm's Investment Platform, an ecosystem of applications, managed services, market data, and data stores. The role is crucial in developing, implementing, and maintaining sophisticated tools, systems and controls to ensure the platform remains a reliable and effective resource for investment teams, supporting the monitoring and oversight of the firm's investment proposition.
Responsibilities
- Act as the lead SME for the Investment Platform, providing expert knowledge on its various applications, data stores, and services.
- Administer and manage Investment Platform applications/systems to ensure integrity and reliability for end‑users, including monitoring automated job execution, running reconciliation, and issue investigation & resolution.
- Serve as leading SME on investment instrument data, the full investment lifecycle (trade to settlement), investment risk concepts and portfolio analysis, providing expert guidance to data teams and other technical stakeholders.
- Support and enhance the quality control process for inbound security and position data, including cleansing, overriding, and proxying data to balance integrity with service level agreements (SLAs).
- Work collaboratively with data, technology and change teams in a matrix structure to maintain, enhance and evolve the investment platform ensuring it remains effective, efficient and provides a positive return on investment.
- Lead on Investment Data Stewardship, representing investment data interests with colleagues across the group and being an SME across the breadth of investment data in group systems.
- Be accountable for configuration, administration and maintenance of programmatic financial analysis environments, ensuring environments are accurate and fit for purpose.
- Provide technical SME application support to investment teams, enabling them to self‑serve operational and analytical workflows through platform applications.
- Identify and resolve breaks in instrument and position data to ensure platform applications are loaded within required timeframes.
- Perform daily and monthly position reconciliations (depending on complexity of portfolio) across multiple portfolios, systems and parties, investigating and resolving reconciliation breaks in a timely manner and ensuring impacted stakeholders are aware.
Qualifications
- Detailed knowledge of various asset classes (e.g., Equities, Fixed Income, Alternatives) and complex over‑the‑counter (OTC) instruments.
- Deep understanding of investment data, specifically security, position, and pricing data, and the challenges associated with data quality control.
- Significant experience in configuring, maintaining and using portfolio and risk analytics systems, including an in‑depth understanding of how these systems are used to analyze portfolio characteristics, measure performance attribution, and quantify risk exposures.
- Strong ability in data querying and manipulation, particularly using SQL and Python, programmatically generating and testing reports, analytics and statistical models.
- Significant experience working with portfolio analytics platforms (Bloomberg, Aladdin, Factset, etc).
- Understood software development life cycle.
- Experienced in reconciling trade/positional data across multiple sources and proactively investigating discrepancies.
- Experience in application development & maintenance.
Special Requirements
- Some business travel may be necessary.