We are seeking an analytical and detail-oriented Senior Consultant with a specialized focus on Data Integration and Front Office Transformation in investment management. The ideal candidate will excel in data-driven analysis with experience in portfolio management, model management, complex benchmarking, and hands-on experience using leading platforms such as Charles River Development (CRD), FactSet, Jacobi and other investment management tools.
About the Role
As a representative of the client's internal data team, collaborate with portfolio managers, investment analysts, technology vendors, and service providers to analyze, design, and implement data-driven portfolio management solutions
Optimize data flows and integration points for portfolio construction, performance analysis, risk analytics, and investment implementation.
Leverage extensive experience in portfolio model management and data integration to support advanced techniques such as risk-adjusted returns, asset allocation, and performance attribution.
Define, streamline, and integrate data processes for portfolio construction, rebalancing, execution, to enhance automation and accuracy across front-office systems.
Coordinate with cross-functional teams to facilitate data integration across portfolio management, risk analytics, and trade execution, enabling consistent data quality and reporting.
Develop and customize benchmarking data models to align with client-specific investment strategies, ensuring data integrity and comparability across investment platforms and performance metrics.
Serve as a technical expert in investment management related platforms (CRD, FactSet, and Jacobi is a plus), focusing on data configuration and integration to align with investment and risk management objectives.
Qualifications
Significant experience in data analysis and integration within portfolio management, model strategies, and investment analytics.
Proven ability to capture, document/depict, and articulate complex data flows and business requirements to a variety of stakeholders at multiple levels of detail.
Proven track record in implementing data-driven solutions for risk models, performance attribution, and portfolio construction processes.
Proficiency in customizing and configuring investment management platforms and other analytic tools to enhance data-driven decision-making (experience with CRD, Factset or Jacobi is a plus).
Background in fund-of-fund portfolio construction, analytics, model management, and investment implementation preferred.