Investment Data Integrity & Performance Lead

P2F2; Santa Fe (NM); On-site; USD 150,000 - 200,000; Full time

Job summary

Public Employees Retirement Association of New Mexico (PERA) seeks a Data Integrity & Performance Officer to establish and oversee independent data validation and performance oversight for a multi-asset portfolio. The role partners with custodians, managers, consultants, and auditors to reconcile, validate, and integrate investment data across public and private markets.

The ideal candidate brings 3+ years in institutional investment operations, with proven experience in reconciliation, data

Qualifications

• Bachelor’s Degree in accounting, finance, business administration, or related field; Master’s or CFA preferred.
• 3+ years of progressively responsible investment operations experience in an institutional setting.
• Experience with investment accounting, reconciliation, cash management, and performance reporting desired.
• Prior investment operations at a U.S. public pension or large trust fund is preferred.
• Direct working experience with BNY as custodian is strongly preferred.

Responsibilities

• Establish and maintain independent reconciliation procedures for investment positions, transactions, and data.
• Develop automated validation controls to identify missing, inaccurate, or anomalous data.
• Investigate discrepancies between custodian records and internal data; document root causes and actions.
• Maintain an exception-management framework with materiality thresholds and escalation procedures.
• Lead design and maintenance of an internal investment data repository for public and private investments.
• Coordinate with investment teams, accounting, risk, and auditors to resolve data/reporting issues.

Skills

Investment operations

Performance measurement

Data governance

Data reconciliation

Analytical skills

Excel

SQL

Python

BI tools

Education

Bachelor's degree in accounting/finance

Master's or CFA preferred

Tools

SQL

Python

BI tools

Job description

Public Employees Retirement Association of New Mexico (PERA) seeks a Data Integrity & Performance Officer to establish and oversee independent data validation and performance oversight for a multi-asset portfolio. The role partners with custodians, managers, consultants, and auditors to reconcile, validate, and integrate investment data across public and private markets.

The ideal candidate brings 3+ years in institutional investment operations, with proven experience in reconciliation, data