Manager, Investment Data and Business Analysis

Summary Of Job Responsibilities

The Manager, Investment Data & Business Analysis, leads the Investment Department’s data operations, data governance, production support, and business analysis functions. This role manages a team of Investment Data Stewards and Investment Business Analysts responsible for ensuring investment data is accurate, timely, governed, and effectively used across investment systems, reporting platforms, and operational processes. This position serves as a key liaison between Investments, Information Technology, enterprise shared services, and external vendors, helping translate business needs into actionable requirements, support models, data controls, and process improvements.

Essential Duties And Responsibilities

• Lead, mentor, and develop a team of Investment Data Stewards and Business Analysts, including setting team objectives, performance expectations, coverage models, and professional development plans.
• Oversee day-to-day production support activities for investment systems and data platforms, ensuring timely triage, investigation, resolution, and communication of production issues impacting the Investment department and reporting.
• Manage resource allocation, workload prioritization, support coverage, and escalation management.
• Oversee the application of business analysis methodologies, ensuring stakeholder requirements, business processes, and data dependencies are accurately understood and incorporated into business initiatives and actionable requirements.
• Serve as a liaison between Investments, IT, vendors, and other internal partners.
• Promote data-driven decision making across Investments.

Job Qualifications

• Bachelor’s degree in Finance, Business, Information Systems, Data Management, or a related field.
• 7+ years of experience in investment data management, production support, investment operations, business analysis, or related functions; 3+ years of experience in a management role.
• Expertise in understanding of investment products, securities, market data, investment accounting, and investment operations workflows.
• Experience with data quality, data governance, issue management, and operational support processes.
• Strong knowledge of business analysis principles, including requirements gathering, process analysis, stakeholder engagement, and the translation of business needs into data and governance solutions.
• Experience leveraging AI tools to enhance productivity and efficiency, proactively identifying opportunities to apply emerging technologies that improve workflows and outcomes.
• Experience with platforms such as Bloomberg, LongView, Eagle PACE, Aladdin, Snowflake, and Power BI, or similar systems.
• Strong analytical, problem-solving, organizational, and communication skills.

Job Qualifications - Continued

• Ability to sit for prolonged periods of time.
• Ability to operate standard PC equipment.
• Ability to manage frequent deadlines and tight schedules.

Hybrid Work Option

Able to work from home up to three days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.