Lead Manager, Data Management Quant Analysis 365593

Overview:

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.

Responsibilities:

• 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