Manager of Portfolio Insights Analytics

Drive the success of investment solutions as Senior Manager of Portfolio Insights and Analytics. Utilize strong analytics and project management skills to enhance proposal services and client reporting. In this senior managerial role, you will oversee Global Portfolio Insights and Analytics operations, ensuring compliance with internal standards and regulations.

Collaborate with Advisors and internal partners to deliver top-tier UHNW proposal solutions while enhancing the quality and efficiency of the analytics framework. Your leadership will also support a dynamic and inclusive team environment with a focus on growth and development. Key Responsibilities:

• Lead UHNW proposal and reporting service initiatives
• Manage investment data accuracy for global wealth channels
• Collaborate with internal and external stakeholders
• Champion continuous improvement in analytics processes
• Develop reporting dashboards for senior leadership Requirements:
• Over 7 years of investment management experience
• Business, finance, or economics degree preferred
• Strong knowledge of performance attribution methodologies
• Familiarity with programming languages like VBA or Python
• Excellent project management and communication skills Elevate investment data analytics and proposal strategies while fostering a high-performing, inclusive work culture.