Manager, Investment Data and Business Analysis

Colorado PERA; Denver (CO); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Colorado PERA is seeking a Manager, Investment Data & Business Analysis to lead the Investment Department’s data operations, governance, production support, and business analysis. You will manage a team of Investment Data Stewards and Investment Business Analysts responsible for ensuring data quality and timely insights across systems and reporting.

The role serves as a key liaison among Investments, IT, and vendors, translating business needs into actionable requirements, support models,

Qualifications

• Bachelor’s degree in Finance, Business, Information Systems, Data Management, or a related field.
• 7+ years of experience in investment data management, production support, investment operations, business analysis, or related functions; 3+ years of experience in a management role
• Expertise in understanding of investment products, securities, market data, investment accounting, and investment operations workflows.
• Experience with data quality, data governance, issue management, and operational support processes.
• Strong knowledge of business analysis principles, including requirements gathering, process analysis, stakeholder engagement, and the translation of business needs into data and governance solutions.
• Experience leveraging AI tools to enhance productivity and efficiency, proactively identifying opportunities to apply emerging technologies that improve workflows and outcomes
• Experience with platforms such as Bloomberg, LongView, Eagle PACE, Aladdin, Snowflake, and Power BI, or similar systems.
• Strong analytical, problem-solving, organizational, and communication skills.

Responsibilities

• Lead, mentor, and develop a team of Investment Data Stewards and Business Analysts, including setting team objectives, performance expectations, coverage models, and professional development plans.
• Oversee day-to-day production support activities for investment systems and data platforms, ensuring timely triage, investigation, resolution, and communication of production issues impacting the Investment department and reporting.
• Manage resource allocation, workload prioritization, support coverage, and escalation management.
• Oversee the application of business analysis methodologies, ensuring stakeholder requirements, business processes, and data dependencies are accurately understood and incorporated into business initiatives and actionable requirements.
• Supervise investment data activities, including data quality, controls, data governance standards, policies, and best practices to ensure accuracy, completeness, and timeliness of investment data across platforms and reporting environments.
• Support implementation and user acceptance testing (UAT) of new technologies, data platforms, and process improvement initiatives.
• Ensure appropriate operational procedures, documentation, controls, and support models are accurate and appropriately maintained.
• Monitor and maintain compliance with internal controls and permissions related to investment data and systems.
• Serve as a liaison between Investments, IT, vendors, and other internal partners.
• Promote data-driven decision making across Investments.
• Other duties as assigned.

Skills

Investment data management

Production support

Business analysis

Data governance

Stakeholder management

Leadership

Education

Bachelor’s degree in Finance, Business, Information Systems, Data Management, or related field

Tools

Bloomberg

LongView

Eagle PACE

Aladdin

Snowflake

Power BI

Job description

Summary Of Job Responsibilities

The Manager, Investment Data & Business Analysis, leads the Investment Department’s data operations, data governance, production support, and business analysis functions. This role manages a team of Investment Data Stewards and Investment Business Analysts responsible for ensuring investment data is accurate, timely, governed, and effectively used across investment systems, reporting platforms, and operational processes. This position serves as a key liaison between Investments, Information Technology, enterprise shared services, and external vendors, helping translate business needs into actionable requirements, support models, data controls, and process improvements. The ideal candidate combines strong leadership capabilities with expertise in investment systems, production support, data governance, operational processes, and stakeholder management.

Essential Duties And Responsibilities

Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.

• Lead, mentor, and develop a team of Investment Data Stewards and Business Analysts, including setting team objectives, performance expectations, coverage models, and professional development plans.
• Oversee day-to-day production support activities for investment systems and data platforms, ensuring timely triage, investigation, resolution, and communication of production issues impacting the Investment department and reporting.
• Manage resource allocation, workload prioritization, support coverage, and escalation management.
• Oversee the application of business analysis methodologies, ensuring stakeholder requirements, business processes, and data dependencies are accurately understood and incorporated into business initiatives and actionable requirements.
• Supervise investment data activities, including data quality, controls, data governance standards, policies, and best practices to ensure accuracy, completeness, and timeliness of investment data across platforms and reporting environments.
• Support implementation and user acceptance testing (UAT) of new technologies, data platforms, and process improvement initiatives.
• Ensure appropriate operational procedures, documentation, controls, and support models are accurate and appropriately maintained.
• Monitor and maintain compliance with internal controls and permissions related to investment data and systems.
• Serve as a liaison between Investments, IT, vendors, and other internal partners.
• Promote data-driven decision making across Investments.
• Other duties as assigned.

Job Qualifications

• Bachelor’s degree in Finance, Business, Information Systems, Data Management, or a related field.
• 7+ years of experience in investment data management, production support, investment operations, business analysis, or related functions; 3+ years of experience in a management role
• Expertise in understanding of investment products, securities, market data, investment accounting, and investment operations workflows.
• Experience with data quality, data governance, issue management, and operational support processes.
• Strong knowledge of business analysis principles, including requirements gathering, process analysis, stakeholder engagement, and the translation of business needs into data and governance solutions.
• Experience leveraging AI tools to enhance productivity and efficiency, proactively identifying opportunities to apply emerging technologies that improve workflows and outcomes
• Experience with platforms such as Bloomberg, LongView, Eagle PACE, Aladdin, Snowflake, and Power BI, or similar systems.
• Strong analytical, problem-solving, organizational, and communication skills.

Working Conditions

• Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.
• Occasional moving and positioning supplies in excess of 20 pounds
• All employees are expected to present themselves in a professional manner in alignment with the financial services industry.
• Ability to sit for prolonged periods of time
• Ability to operate standard PC equipment
• Ability to manage frequent deadlines and tight schedules

Hybrid Work Option

• Opportunity to work from home up to two days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.