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Leads a small platform engineering team supporting investment operations. Responsibilities include setting reliability and deployment standards, designing integrations and data workflows, improving observability, building automation and AIOps capabilities, strengthening production controls, and resolving complex reliability incidents. The manager mentors engineers while remaining hands-on across infrastructure, orchestration, CI/CD, data quality, reconciliation, auditability, and regulated financial technology environments.

Business Analyst supporting investment operations and Information Systems. Partners with trading, portfolio management, compliance, vendors, and technology teams to define CRIMS requirements, configure workflows, document processes, support integrations and testing, and resolve production issues. The role requires knowledge of OEMS, trading lifecycles, portfolio management, compliance, and technical analysis, with SQL and C#.NET familiarity preferred.

Prepares and completes RFPs, RFIs, and DDQs for affiliated investment businesses; drafts and enhances responses; maintains response databases and marketing consistency; produces supporting reports and files; and updates external investment and consultant databases. The role collaborates with subject matter experts, supports business development, improves processes, and requires strong communication, teamwork, financial knowledge, and Microsoft Office skills.

Manage the Performance Attribution Solutions team, overseeing investment analytics, performance attribution, data quality, operational workflows, platform rollouts, and distribution tools. Lead talent development, cross-functional stakeholder relationships, continuous improvement, risk reduction, and project delivery. Partner with investment teams, portfolio managers, operations, sales, marketing, compliance, and technology groups to provide accurate, timely, and actionable analytics for complex global investment products.

Process corporate actions across equity and fixed-income portfolios, from event announcement through reconciliation. Gather information from Bloomberg, investor relations, and custodians; accurately record mergers, dividends, rights issues, spin-offs, redemptions, and security pay-downs in the portfolio accounting system. Communicate with custodians, portfolio managers, and internal teams to investigate and resolve cash and holdings discrepancies.

Onboard and train investment operations staff, maintain procedures and workflow documentation, coordinate onboarding and internal staff movements, manage system and portal access, update authorized signatory records, support audits, and assist with department projects. The role requires strong organizational, communication, problem-solving, documentation, and investment operations skills.

Leads enterprise platform engineering, reliability, observability, control-plane architecture, release governance, automation, and integration reliability. Establishes SRE standards, CI/CD practices, infrastructure patterns, telemetry, change controls, and workflow orchestration across a regulated technology environment. Partners with infrastructure, security, data, service desk, platform teams, and vendors to improve stability, incident response, deployment predictability, and operational efficiency.

Maintains and validates investment data across systems, manages scheduled data processes, delivers data quality signoffs, investigates exceptions, supports portfolio management requests, and improves workflows to increase efficiency, reduce risk, and strengthen data quality. Collaborates with investment teams, operational staff, engineers, and stakeholders on data management activities and projects.

Build and operationalize an investment constraints governance framework within Portfolio Compliance. Develop governance workflows, controls, process documentation, reporting, and automation solutions using Microsoft Power Platform, Power Automate, and Power BI. Partner with compliance, investment, legal, operations, and technology stakeholders to translate requirements into scalable processes, coordinate implementations and testing, improve efficiency, and support strategic operational risk initiatives.

Designs and manages scalable data integration pipelines, governance controls, semantic enrichment, and orchestration systems for enterprise AI and analytics. The role enables LLM, RAG, embedding, and multi-agent workflows; implements security, privacy, compliance, observability, auditability, guardrails, and monitoring for autonomous AI systems. Responsibilities include building connectors and APIs, detecting drift and hallucinations, documenting reusable integration patterns, and collaborating with AI engineers, governance teams, and business stakeholders.