





Tier-2 brand and metro location increase competition, but senior niche investment data focus limits applicant pool.
Role requires specific investment management, custody and IBOR knowledge, limiting cross-industry transferability.
Explicit 10-12 years, industry-specific investment data experience, and domain knowledge make candidate filters strict.
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Manage and coordinate global support and oversight for investment data, cash management, and production issue resolution within IDS Portfolio Services.
Lead and contribute to cross-functional, cross-region, and vendor-related projects involving investment operations, new business requirements, and regulatory changes.
Develop, document, and execute standard operating procedures and continuous improvement initiatives to ensure data integrity and operational risk mitigation.
10-12 years total experience with minimum 3-5 years in an Investment Management firm.
University degree in Finance or related business field; MBA and/or CFA or professional accounting designation considered assets.
Strong knowledge of global investment products and end-to-end investment services processes including trade processing and cash management.
Experience or familiarity with business applications like Charles River and Aladdin preferred; work with third-party middle office or custody providers is a plus.
Experienced in managing complex, multi-dimensional investment operations and resolving critical production issues on a global scale.
Able to navigate multiple stakeholders across functions and regions, demonstrating subject matter expertise in investment data management and operational risk.
Capable of driving consensus and improvements through structured communication, project management, and process optimization in a global, matrixed environment.