Lead Portfolio Analytics Architect

A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects, who lead the data validation process end-to-end for data conversion projects. As a Portfolio Analytics Lead, you will be responsible for ensuring your team delivers high-quality validation work on every project, in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, strong analytical and communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards.

Responsibilities

Lead a team of Portfolio Analytics Architects, in addition to performing projects as a player/coach; Ensure the team has proper objectives, goals, and metrics to drive success; Identify and drive opportunities to improve current processes and tools to streamline, scale, and automate workflows; Develop employees using a performance management process; Provide effective performance feedback through 1:1s, semi-annual performance reviews, and career development planning; Plan staffing levels and work with recruiting staff to recruit, interview, select, and hire employees; Coach, mentor, and develop staff, including overseeing new employee onboarding; Delegate responsibility and expect accountability and regular feedback from your team; Develop scalable data analytics processes for validation in Databricks; Write custom Python logic to detect large-scale data anomalies and automate remediation; Identify and implement AI-driven automation and LLM integrations to streamline implementation; Lead internal management and strategic initiatives to grow the Data Analytics practice; Amplify the mandate of the team and help execute on the team strategy; Partner with leads across regions to optimize team and process efficiency; Lead and mentor the team, driving prioritization, process, and execution consistency; Prioritize and context-switch effectively to ensure completion of simultaneous projects; Contribute to, drive, and collaborate on best practices to ensure consistent and quality delivery of Data Solutions

Requirements

Demonstrated leadership and managerial ability with proven success leading teams, projects and cross-functional initiatives; Bachelor's degree in Finance, Mathematics, Statistics, Engineering, Business, Economics or a related field; 5+ years experience working in Technology, Finance, Consulting, fund accounting or investment operations; Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources; Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals; Working knowledge of REST APIs; Experience with Databricks and/or a cloud-based distributed data platform; Solution-oriented approach and a passion for problem solving; Proven ability to research, design and implement solutions for complex problems; Positive attitude, strong work ethic, proactive and a high contributing team player; Independent, adaptable and can thrive in a fast-paced environment; Clear written and verbal communication skills, with the ability to document complex findings, represent the team's work to stakeholders and work effectively with colleagues across time zones; Able to work hours that regularly overlap with teams in the US and UK; Applicants must have legal authorization to work in the country where this role is based on the first day of employment

Nice to have

Previous experience in investment management software implementations; Previous experience with Salesforce; CFA or FRM progress