Head of Portfolio Data Content (Funds)


Job description

The Content Development Team ensures we have relevant reference, market, and funds’ portfolio holdings data on our platforms. Our team supports all business areas with specialist data knowledge on all asset classes and regulations. As part of our team, you will use your knowledge and analytics skills to bring value to our clients and internal stakeholders. As Head of Funds Portfolio Data Content, you will be responsible for our fund holdings data and analytics content. This is a global role.

What You Will Do

  • Lead funds’ portfolio holdings content strategy and roadmap, including fund look-through and analytics
  • Define and implement a methodology for fund portfolio analytics
  • Lead customer user groups and participate in customer meetings and conferences to promote our fund portfolio holdings capabilities
  • Work collaboratively with internal stakeholders from data operations and product management to support portfolio data collection and quality assurance workflows and to define and report relevant KPIs
  • Train, mentor, and support portfolio data relationship managers

What You Bring

  • Subject matter expertise on fund portfolio holdings data, including fund look-through (5+ years of experience ideally)
  • Excellent knowledge across different asset classes, including funds, equities, fixed income and derivatives
  • Good communication and presentation skills
  • Certification CFA and/or CAIA preferred

To apply for this job email your details to hello@cturtle.co

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