Investment Operations & Data Management- Vice President

Petrafundsgroup; New York (NY); Hybrid; USD 146,000 - 219,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive benefits

Career growth opportunities

Great workplace recognition

Job summary

Petra Funds Group seeks an Investment Operations & Data Management Vice President to lead our enterprise data strategy and analytics capabilities. This role partners with Investment, Investor Relations, Finance, Operations, Compliance, and Technology to build a modern data ecosystem supporting investment decisions, regulatory reporting, and growth.

The ideal leader combines deep technical expertise with business acumen in asset management, establishing data governance, overseeing data

Qualifications

• Bachelor's degree in Computer Science, Information Systems, Data Analytics, Engineering, Finance, or related field.
• 10+ years of progressive experience in data engineering, analytics, business intelligence, or enterprise data management.
• 5+ years of leadership experience managing technical teams and enterprise data initiatives.
• Experience within asset management, private equity, credit, hedge funds, investment management, banking, or financial services.
• Strong understanding of investment data, fund structures, portfolio reporting, and financial data management.
• Experience with cloud platforms such as Azure, AWS, or Google Cloud.
• Expertise in SQL and modern data warehouse technologies.
• Experience with ETL/ELT frameworks and data pipeline development.
• Experience with BI platforms such as Power BI, Tableau, or Looker.
• Strong project management and stakeholder management skills.
• Excellent communication and executive presentation abilities.

Responsibilities

• Develop and execute the firm's enterprise data and analytics strategy aligned with business objectives.
• Establish a scalable data architecture that supports investment, operational, financial, and client reporting needs.
• Lead and mentor a high-performing team of data engineers, analytics professionals, and BI developers.
• Partner with executive leadership to prioritize data initiatives and technology investments.
• Oversee the design, implementation, and maintenance of enterprise data platforms and pipelines.
• Integrate data across portfolio management systems, CRM platforms, fund accounting systems, market data providers, and external vendors.
• Ensure data quality, integrity, security, and accessibility across all business functions.
• Evaluate and implement cloud-based data platforms, data warehouses, and modern analytics technologies.
• Develop executive dashboards and KPI reporting for investment performance, fundraising, portfolio monitoring, operations, and finance.
• Partner with investment professionals to enhance portfolio analytics, attribution reporting, risk analytics, and performance measurement.
• Deliver self-service reporting capabilities using modern BI tools.
• Identify opportunities to automate manual reporting and operational processes.
• Establish enterprise data governance policies, metadata management, and data stewardship processes.
• Ensure compliance with regulatory, privacy, and cybersecurity requirements.
• Define data standards and master data management practices.
• Monitor data controls and partner with Internal Audit, Compliance, and Risk teams.
• Serve as the primary liaison between business stakeholders and technology teams.
• Translate business requirements into scalable technical solutions.
• Lead enterprise data transformation initiatives from planning through execution.

Skills

Leadership

Stakeholder mgmt

Executive presentation

Communication

Problem solving

Education

Bachelor's degree

Tools

Power BI

Tableau

Looker

SQL

ETL/ELT

Data warehousing

Job description

As the InvestmentOperations & Data Management - Vice President, this individual willlead our Client's enterprise data strategy and analytics capabilities. This individual will partner closely with Investment, Investor Relations, Finance, Operations, Compliance, and Technology teams to build a modern data ecosystem that supports investment decision-making, operational efficiency, regulatory reporting, and business growth.

The ideal candidate combines deep technical expertise with strong business acumen, particularly within the asset management industry. This leader will establish data governance standards, oversee data engineering and business intelligence initiatives, and deliver actionable insights across public and private equity and credit investment strategies.

Key Responsibilities:

• Develop and execute the firm's enterprise data and analytics strategy aligned with business objectives.
• Establish a scalable data architecture that supports investment, operational, financial, and client reporting needs.
• Lead and mentor a high-performing team of data engineers, analytics professionals, and BI developers.
• Partner with executive leadership to prioritize data initiatives and technology investments.
• Oversee the design, implementation, and maintenance of enterprise data platforms and pipelines.
• Integrate data across portfolio management systems, CRM platforms, fund accounting systems, market data providers, and external vendors.
• Ensure data quality, integrity, security, and accessibility across all business functions.
• Evaluate and implement cloud-based data platforms, data warehouses, and modern analytics technologies.
• Develop executive dashboards and KPI reporting for investment performance, fundraising, portfolio monitoring, operations, and finance.
• Partner with investment professionals to enhance portfolio analytics, attribution reporting, risk analytics, and performance measurement.
• Deliver self-service reporting capabilities using modern BI tools.
• Identify opportunities to automate manual reporting and operational processes.
• Establish enterprise data governance policies, metadata management, and data stewardship processes.
• Ensure compliance with regulatory, privacy, and cybersecurity requirements.
• Define data standards and master data management practices.
• Monitor data controls and partner with Internal Audit, Compliance, and Risk teams.
• Serve as the primary liaison between business stakeholders and technology teams.
• Translate business requirements into scalable technical solutions.
• Lead enterprise data transformation initiatives from planning through execution.

What You'll Need:

• Bachelor's degree in Computer Science, Information Systems, Data Analytics, Engineering, Mathematics, Finance, or related field.
• 10+ years of progressive experience in data engineering, analytics, business intelligence, or enterprise data management.
• 5+ years of leadership experience managing technical teams and enterprise data initiatives.
• Experience within asset management, private equity, credit, hedge funds, investment management, banking, or financial services.
• Strong understanding of investment data, fund structures, portfolio reporting, and financial data management.
• Experience with cloud platforms such as Azure, AWS, or Google Cloud.
• Expertise in SQL and modern data warehouse technologies.
• Experience with ETL/ELT frameworks and data pipeline development.
• Experience with BI platforms such as Power BI, Tableau, or Looker.
• Strong project management and stakeholder management skills.
• Excellent communication and executive presentation abilities.

Salary Range

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $146,000 – $219,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.

How We Care

We believe people do their best work when they feel supported — personally and professionally. That's why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include:

• 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain
• Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan*
• 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away
• Flexible paid time off to recharge, travel, or take care of what matters most
• Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year
• Hybrid work environment that offers flexibility and supports work-life balance

*Funded amount is prorated for new hires.

What We're Proud Of

We're proud of many milestones, but we're especially honored by the recognition we've received for our workplace experience:

• Certified Great Place to Work, based on direct feedback from our employees about trust and overall culture.
• Fortune Best Medium Workplaces and Best Financial Services & Insurance Workplaces, highlighting our commitment to building an environment where people thrive.