Regional Investment Performance Lead - NA & APAC

Confluence

Boston (KY)

Hybrid

USD 150,000 - 230,000

Full time

11 days ago

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Benefits offered by this job

Time Off packages
Global Career Development
Referral Bonus scheme
Social Events

Job summary

Confluence is seeking a Manager, Revolution Client Consulting - North America & APAC to lead a five-person cross-regional team, guiding senior performance analyses and translating client needs into effective solutions. Preferably based in Pittsburgh or Boston, you will work Eastern Time with teams across North America and APAC.

You will combine deep investment performance expertise with people leadership to deliver for major clients, contribute to onboarding activity, and drive client retention

Qualifications

  • Deep expertise in investment performance analytics.
  • Strong understanding of performance calculations, data flows and analytical solutions.
  • Ability to translate client requirements into solution design.
  • Proven leadership and accountability in a busy client-facing environment.
  • Experience leading teams across North America and APAC.

Responsibilities

  • Lead a distributed five-person Client Consulting team across North America and APAC.
  • Provide senior guidance on complex investment performance questions.
  • Translate client requirements into performance and analytical solutions.
  • Build strong relationships with clients, Account Management, Product and performance teams.
  • Shape the Revolution Client Consulting function across regions through leadership and capability building.

Skills

Investment analytics
Performance calculations
Requirements translation
People leadership
Client relationships
Stakeholder collaboration
North America & APAC leadership
Fintech/asset-servicing experience

Education

CFA or CIPM qualification

Tools

Revolution
StatPro

Job description

Confluence is seeking a Manager, Revolution Client Consulting - North America & APAC to lead a five-person cross-regional team, guiding senior performance analyses and translating client needs into effective solutions. Preferably based in Pittsburgh or Boston, you will work Eastern Time with teams across North America and APAC.

You will combine deep investment performance expertise with people leadership to deliver for major clients, contribute to onboarding activity, and drive client retention

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