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Lead Manager, Data Management Quant Analysis 365593

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$9450 to $13500 (Monthly)

Posted a year ago


This role is responsible for managing the delivery of a customized service model which includes data management, performance measurement and reporting functions provided to our investment management, insurance and pension client base. The role will serve as the primary point of contact for questions regarding the delivery of the managed service model, by managing software changes and supporting functional changes to the model in accordance with the changing business needs of the client. Understanding the client’s business model and how it relates to the services provided is paramount. Strong organizational, communications, technical and leadership skills are highly valued in this position.


  • Overall delivery of customized service model

  • Facilitation of internal communications with operations, business analysis and technical resources to deliver functionality through Eagle tools and operational workflows

  • Manage regular client meetings (in person and remotely)

  • Serve as point of escalation for performance calculation issues raised internally, or by the client

  • Oversight and communication of issue management and resolution

  • Seamless interactions and integration with technology and relationship management

  • Identifying and communicating new service opportunities that benefit the client

Client Relationship Management Experience:

  • Responsible for understanding clients’ overall business model and purpose

  • Responsible for client satisfaction and delivery of the overall service model

  • Support the identification and cultivation of expanded business potential with existing clients through regular client interaction/visits

  • Ability to lead and work collaboratively in a team environment

  • Ability to effectively respond to client issues and manage communications through conference calls, email and on-site meetings

  • Proven ability to multi-task, prioritize and meet deadlines

  • Exhibited skills in problem identification and problem resolution

  • Effective time management and organizational skills

  • Effective with Microsoft Office products

  • Performance Measurement ExperienceExperience with Eagle performance measurement software preferred

    Identification of performance errors and management of issue resolution

    Collaboration with upstream sources (e.g. accounting, index vendors) to identify and remediate issues

    Attention to detail and accuracy

    Daily and monthly performance calculation experience

    Understanding methodology differences

    Contribution to return, risk / return statistics

    Benchmark comparison, custom benchmarks

    Performance attribution

    CIPM (Certificate in Investment Performance Measurement) preferred

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BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments.