Manager, Portfolio Analytics

Geode Capital Management; Boston (MA); Hybrid; USD 145,000 - 165,000; Full time

Benefits offered by this job

401(k) Matching

$2,500 annual charitable match

Health Savings Accounts

Tuition Reimbursement

Fitness Reimbursement

Generous Time off package

Family care assistance

Hybrid working arrangements

Job summary

Geode Capital Management in Boston is seeking a Manager, Portfolio Analytics to enhance data-driven solutions supporting portfolio performance. This role involves collaborating with analysts and tech teams to deliver insights through dashboards.

Must have over 10 years in data analytics with strong expertise in Python and SQL. The position offers a hybrid work arrangement and an attractive benefits package including 401(k) matching and tuition reimbursement.

Qualifications

• 10+ years of experience in data analytics or data engineering, ideally in equity asset management.
• Strong understanding of the investment management lifecycle.
• Expertise in building large-scale data models.

Responsibilities

• Modernize performance and attribution platform through scalable data products.
• Deliver analytics and quantitative solutions for actionable insights.
• Build dashboards using Python, SQL, Tableau, and Power BI.

Skills

Python

SQL

Tableau

Power BI

Data analytics experience

Data engineering

Data visualization

Problem-solving

Organizational skills

Project management

Tools

Snowflake

AWS

Azure

GCP

Job description

Geode Capital Management is a global systematic investment manager headquartered in Boston’s financial district.

We are seeking an experienced Manager, Portfolio Analytics to join our Performance & Analytics Team. This role will assist with the architecture, development, and optimization of data‑driven solutions that support the analytical efforts measuring portfolio performance and benchmark tracking.

Reporting to the Director of Portfolio Analytics, you will partner with Portfolio Analysts, Quantitative Analysts, and technology teams to design, implement, and enhance technological solutions with enterprise data pipelines, delivering insights via interactive dashboards and advancing our investment and risk management capabilities.

Location: Boston, MA. This role requires in‑office attendance on Tuesday, Wednesday, and Thursday, with the option to work remotely on Monday and Friday.

Job Id: 457
# of Openings: 1

Responsibilities

• Modernize the portfolio performance and attribution platform by developing scalable, history‑aware data products that enable precise analysis.
• Manage and recommend quarterly performance variance thresholds, index replicability, active risk thresholds and related portfolio parameters across passive portfolios.
• Establish data quality and readiness standards for accuracy, lineage, versioning, and performance to ensure reliable, decision‑ready analytics.
• Deliver analytics and quantitative solutions that provide prescriptive insights, predictive root‑cause analysis, and practical business context.
• Enhance the team’s Python codebase through shared libraries, broader Snowflake adoption, performance optimization, and Tableau/Power BI dashboard development.
• Serve as a technology liaison to align tools, processes, and practices with firm‑wide requirements and best‑practice standards.
• Build and maintain dashboards and visualizations using Python, SQL, Tableau, and Power BI to deliver clear, actionable insights.
• Mentor junior analysts and promote innovation, technical excellence, and continuous learning.
• Partner with technology and business teams to align priorities, strengthen communication, and advance analytics initiatives.
• Promote standardized, scalable, consistent, and reliable analytics solutions across the enterprise.

Skills You Bring

• 10+ years of experience in data analytics, data engineering, or a related technology‑focused role within equity asset management.
• Strong understanding of the investment management lifecycle.
• Advanced proficiency in Python, SQL, Tableau, and Power BI.
• Hands‑on experience with cloud data platforms such as Snowflake, AWS, Azure, or GCP.
• Expertise building and optimizing large‑scale data models using structured and unstructured data.
• Strong data visualization and BI experience, including impactful dashboards and analytics solutions.
• Statistical analysis experience preferred.
• Excellent problem‑solving skills, with the ability to translate ambiguous business needs into clear technical solutions.
• Strong organizational and project management skills, with a record of delivering high‑quality analytics under tight deadlines.
• Effective communicator who can explain complex technical concepts to technical and non‑technical audiences.
• Collaborative, intellectually curious, and passionate about technology innovation.

Pay Range

$145,000 - $165,000 per year

Benefits

• 401(k) Matching and Annual Profit Sharing Contributions
• $2,500 annual charitable match
• Health Savings Accounts
• Medical and Dependent Care Flexible Spending Accounts
• Tuition Reimbursement / CFA and Certificate Reimbursements
• Student Debt Employer Contributions
• Fitness Reimbursement
• Employee Referral Bonus Program
• Generous Time off package that includes PTO and Volunteer Time Off
• Adoption and Surrogacy Assistance
• Supplemental Benefits including Voluntary Life, AD&D, STD and LTD
• Commuter Benefits including 50% share of transit expense
• Employee discount programs
• Volunteer opportunities and employee events
• Family care assistance
• Hybrid working arrangements

Equal Opportunity Employer Statement

Geode is a proud equal‑opportunity employer. We are committed to fostering a diverse workforce and the statement recognizes the value that employees’ individual differences can bring to the workplace.