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 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 the 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, drive prioritization, process, and execution consistency; Prioritize and context-switch effectively to ensure completion of simultaneous projects; Contribute to, drive, and collaborate on best practices for 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; Legal authorization to work in the country where the role is based on the first day of employment

Nice to have

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