Senior Manager, Investment Liaisons Equity

Role Summary

Serves as a key liaison between investment teams and operational partners, providing oversight for complex, time-sensitive deliverables such as attribution, performance reporting, data stewardship, platform enablement, and investment-driven change initiatives.

People Leadership & Talent Development

• Leads, coaches, and develops a team of Equity Investment Liaisons, fostering strong engagement, accountability, and professional growth.
• Owes workforce planning, hiring, performance management, and succession planning for the team.
• Creates an environment that promotes continuous learning, knowledge sharing, and development of asset-class, platform, and investment process expertise.

Investment & Stakeholder Support

• Acts as an escalation point for complex investment-related operational issues that require deep Equity strategy knowledge and cross-functional coordination.
• PARTNER CLOSELY WITH PORTFOLIO MANAGERS AND LEADERSHIP TO UNDERSTAND EVOLVING STRATEGY NEEDS AND ENSURE OPERATIONAL SUPPORT SCALES APPROPRIATELY.
• Maintains strong relationships with key stakeholders across Investments, Technology, Risk, Compliance, Legal, and Client teams to ensure alignment and timely delivery.

Operational Excellence & Change Leadership

• Oversees workflow planning, prioritization, and capacity management to ensure accurate and timely execution of core Equity IL deliverables.
• Ensures adherence to quality standards, controls, and governance frameworks established by leadership.
• LEADS AND CONTRIBUTES TO FIRMWIDE AND INVESTMENT-DIVISION INITIATIVES, INCLUDING PLATFORM IMPLEMENTATIONS, DATA REMEDIATION EFFORTS, ATTRIBUTION ENHANCEMENTS, AND PROCESS TRANSFORMATION PROGRAMS IMPACTING EQUITY STRATEGIES.
• IDENTIFIES OPPORTUNITIES TO STREAMLINE PROCESSES, REDUCE RISK, AND IMPROVE EFFICIENCY THROUGH AUTOMATION, STANDARDIZATION, AND IMPROVED DATA STEWARDSHIP.

Data, Platforms & Reporting Oversight

• Provides oversight and direction for Equity attribution, performance, and analytics support, ensuring outputs meet investment and client expectations.
• CHAMPIONS STRONG DATA MANAGEMENT PRACTICES ACROSS BENCHMARKS, REFERENCE DATA, AND REPORTING INPUTS THAT UNDERPIN EQUITY INVESTMENT DECISIONS.
• PARTNERS WITH TECHNOLOGY AND DATA TEAMS TO SUPPORT PLATFORM ENHANCEMENTS AND ADOPTION ACROSS THE INVESTMENT ECOSYSTEM.