Senior Investment Performance Operations Lead

Jobtailor

Pennington (NJ)

On-site

USD 120,000 - 180,000

Full time

10 days ago

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Job summary

Jobtailor is seeking a senior specialist to resolve complex investment performance issues across multiple sites. You will lead design and implementation of performance systems, act as SME for reporting, and translate advanced metrics into actionable business solutions.

Strong analytics and mentoring are essential for guiding associates and partnering with Financial Advisors. The role requires deep experience with performance platforms and market data tools, and will drive KPIs, roadmaps, and

Qualifications

Advanced knowledge of investment performance measurement methodologies (TWRR, MWRR, Modified Dietz, asset weighting, aggregation, risk statistics)
Strong quantitative and analytical skills, including complex math and algebra
Ability to analyze, interpret, and resolve complex performance calculation discrepancies and outliers
Ability to communicate sophisticated performance and financial concepts to technical and non-technical audiences
Experience collaborating with senior leaders, vendors, and key stakeholders
Experience developing executive-level presentations and strategic communications
Hands-on experience with performance/reporting platforms like First Rate, Addepar, Tamarac, Confluence, Black Diamond, Clearwater
Experience with market data providers such as Morningstar, Lipper, FactSet, Bloomberg
Strong problem-solving, KPI monitoring, and process-improvement mindset
Training, mentoring, and developing associates

Responsibilities

Resolve day-to-day complex problems and execute complex transactions for multiple sites or larger business units
Lead design, development, and implementation of products, systems, processes, and services
Serve as a subject matter expert in investment performance measurement and reporting
Analyze and resolve complex performance calculation discrepancies, return outliers, data inconsistencies
Support business partners and Financial Advisors with performance-related solutions
Drive operational improvements and support platform enhancements
Translate sophisticated performance concepts into actionable business solutions
Use Excel and PowerPoint for advanced analysis, reporting, and presentations
Mentor associates and deliver training on performance concepts and tools
Build partnerships with Financial Advisors to understand client reporting needs
Develop operational workflows, process maps, and system designs
Manage complex assignments with minimal oversight
Establish, monitor, and report KPIs and operational metrics
Design and execute strategic roadmaps for platform enhancements and technology transformation
Evaluate performance-related requests and provide consultative guidance on solutions
Partner with market data providers
Leverage Tamarac, First Rate, or similar solutions
Deliver executive-level presentations and strategic updates
Lead cross-functional collaboration with internal stakeholders and third-party vendors
Lead complex operations products, systems, and services initiatives
Manage projects and team activities related to special initiatives
Provide work direction and training to employees and business partners
Build relationships across Lines of Business
Define responsibilities and accountabilities for key programs and projects