Manager, Portfolio Data Operations (Fintech)

TL;DR

Manager, Portfolio Data Operations (Fintech): Supervising a team and managing daily operational workflows for portfolio and aggregator data feeds, ensuring data quality and addressing client inquiries. Focus on optimizing operational efficiency, implementing new processes and tooling features, and leading team development and goal alignment.

Location: Onsite in New York, NY. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship.

Salary: $128,000–$200,000 (base) + bonus + equity + benefits

Company

hirify.global is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.

What you will do

• Serve as a "player/mentor" contributing to and supervising a team of Portfolio Data Operations Analysts in Edinburgh.
• Oversee and manage daily operational workflows for portfolio and aggregator data feeds, and help review and address client data inquiries.
• Develop and maintain effective process controls and accurate metrics to ensure quality standards and interpersonal expectations.
• Partner with Product and Engineering to craft, test, and implement new processes and tooling features.
• Lead onboarding, mentorship, and career development of individuals on the team.
• Lead the team to accomplish goals aligned with business and talent engagement objectives.

Requirements

• 5+ years of knowledge/experience in the financial industry, securities modeling, post-trade processing, or trade-surveillance systems.
• Detailed in documenting information and best practices, exhibiting good follow-through techniques.
• Consistent track record of planning, designing, and leading numerous processes, people, and projects simultaneously.
• Demonstrates effective problem-solving abilities, self-motivation, and a strong team-player mentality.
• Experienced with leading teams, cross-functional projects, and learning and development initiatives.
• Outstanding communication and interpersonal skills for engaging with clients, data providers, and internal partners.
• Technical skills preferred in Excel, VBA, SQL, Python, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems.
• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship.

Culture & Benefits

• Act Like an Owner: Think and operate with intention, purpose, and care, owning outcomes.
• Build Together: Collaborate to unlock the best solutions and deliver lasting value.
• Champion Our Clients: Exceed client expectations, with client success being the company's success.
• Drive Innovation: Be bold and unconstrained in problem-solving to transform the industry.
• Embrace Learning: Engage the community to broaden perspective and bring a growth mindset.
• Equal opportunity employer committed to diversity, inclusion, and belonging.
• Reasonable accommodation provided for individuals with disabilities in the job application/interview process.