Director, Investment Data & Intelligence

About the role

We are seeking a highly strategic, hands-on Principal / Director of Investment Data Engineering & Visualization to lead the design, development, and evolution of our investment data platform and analytics capabilities. This is a unique opportunity for a leader who thrives at the intersection of investment management, data engineering, analytics, and product innovation. As both a visionary and builder, you will define the firm’s investment data strategy while remaining close to execution—architecting platforms, delivering analytics solutions, mentoring engineers, and partnering directly with investment and executive leadership. You will own the end-to-end investment data lifecycle, transforming complex financial and market data into trusted, scalable, and actionable insights that power investment decisions, portfolio management, client reporting, and business growth.

Responsibilities

• Data Strategy & Leadership:
  • Define and execute the vision, roadmap, and operating model for investment data and analytics.
  • Build a scalable foundation for data-driven decision-making across investment, product, operations, and executive teams.
  • Establish data governance, quality, lineage, stewardship, and security standards.
  • Lead and grow a high-performing team of data engineers, analytics engineers, and visualization professionals.
  • Serve as the firm’s thought leader for investment data architecture and analytics innovation.
• Investment Data Engineering:
  • Architect and build cloud-native data platforms supporting current and future business growth.
  • Develop scalable pipelines and integration frameworks for:
    • Market data
    • Security master and reference data
    • Portfolio holdings and transactions
    • Performance and attribution data
    • Risk analytics
    • ESG and alternative datasets
    • Private market and alternative investment data
  • Design data lake, lakehouse, and warehouse architectures that balance flexibility, scalability, and governance.
  • Implement robust monitoring, observability, and data quality controls.
• Analytics & Visualization:
  • Create best-in-class investment analytics and visualization platforms.
  • Deliver intuitive dashboards and interactive reporting tools for executives, investment teams, clients, and operational stakeholders.
  • Develop visualizations supporting:
    • Portfolio performance
    • Asset allocation
    • Risk exposures
    • Attribution analysis
    • Trading activity
    • Capital flows
    • Investor and client reporting
  • Enable self-service analytics while maintaining trusted data standards.
• Product & Innovation:
  • Partner with product and investment teams to transform data assets into differentiated products and capabilities.
  • Identify opportunities to leverage AI, machine learning, and generative AI to improve investment research, portfolio analytics, and operational efficiency.
  • Champion automation and eliminate manual reporting and operational processes wherever possible.
  • Explore unconventional approaches and emerging technologies that create competitive advantage.
• Business & Stakeholder Partnership:
  • Work directly with executives, portfolio managers, analysts, and clients.
  • Translate business objectives into scalable data and analytics solutions.
  • Present findings, recommendations, and platform strategies to senior leadership and external stakeholders.
  • Support strategic initiatives, partnership discussions, customer engagements, and growth opportunities.

Qualifications

• Bachelor’s degree in computer science, Engineering, Information Systems, Finance, Mathematics, or related field
• 10–15 years of experience in data engineering, analytics, investment technology, or data platform leadership
• Experience supporting asset management, wealth management, fintech, hedge funds, institutional investing, private markets, or capital markets
• Strong understanding of:
  • Portfolio management
  • Investment operations
  • Risk management
  • Performance measurement and attribution
  • Security master and investment reference data
• Expertise in:
  • Python
  • SQL
  • Cloud platforms (Azure, AWS, or GCP)
  • Modern data architecture
  • Data modeling and pipeline development
  • API integration frameworks
  • Modern visualization and reporting tools such as Power BI, Tableau, ThoughtSpot, or similar platforms
• Demonstrated ability to lead while remaining technically hands-on

Preferred Qualifications

• Master’s degree in technical or quantitative discipline
• CFA, CAIA, CIPM, FRM, or similar industry certifications
• Experience with:
  • Snowflake
  • Databricks
  • Microsoft Fabric
  • Aladdin
  • Bloomberg
  • FactSet
  • MSCI
  • Morningstar
• Experience building customer-facing analytics products
• Background in startup, scale-up, or high-growth technology environments

Success Measures

• In the first 12–18 months, this leader will:
  • Build and scale a modern investment data platform capable of supporting significant business growth.
  • Establish trusted, governed investment data across the organization.
  • Launch executive-grade portfolio, risk, and performance analytics dashboards.
  • Increase adoption of self-service analytics and reduce dependency on manual reporting.
  • Deliver automation initiatives that improve operational efficiency.
  • Create a roadmap for AI-enabled investment intelligence and decision support.
  • Recruit and develop a world-class data engineering and analytics team.
  • Position data and analytics as a strategic differentiator for the company.

Working Conditions

• Hybrid Office Environment (Tuesdays, Wednesdays, Thursdays)
• Frequent Travel 25 to 50%

Compensation

The Salary for this position generally ranges between $173,000 – $215,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Benefits

• Compensation & Benefits:
  • Competitive Pay
  • Bonus for Eligible Employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
• Health and Work/Life Balance Benefits:
  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
  • Adoption Assistance
  • Employee Assistance Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs