Investment Technology Business Solutions Lead

What you'll do

• Design, build, and maintain Power BI dashboards for fund and portfolio reporting.
• Develop reporting solutions for performance, activity, holdings, and portfolio statistics.
• Identify opportunities to automate manual processes and improve investment research workflows.
• Translate business needs into clear technical requirements for technology teams and external vendors.
• Champion and support the adoption of practical AI use cases across investment operations.
• Partner with financial data providers like FactSet and Bloomberg to evaluate tools and integrations.
• Lead cross-functional initiatives from initial concept through implementation and ongoing enhancement.
• Develop and maintain governance practices for data, reporting, and shared tools.

What we're looking for

• Experience in investment management, financial services, technology, analytics, or business transformation.
• Experience partnering with senior business stakeholders to understand needs and deliver solutions.
• Experience leading projects or initiatives across business, technology, and vendor teams.
• Experience translating business requirements into practical technology or reporting solutions.
• Hands-on experience building dashboards and reporting solutions in Power BI.
• Advanced Microsoft Excel skills, including data analysis and manipulation.
• Experience with Python scripting, automation, or related workflow improvement tools.
• Experience with financial data platforms such as FactSet, Bloomberg, or similar systems.
• Bachelor’s degree required; master’s degree preferred.
• Degree in business, finance, IT, computer science, data analytics, or a related field preferred.