Manager, Data Optimization & Finance Transformation

An industry-leading investment firm is seeking aManager Data Optimization and Finance Transformationto join a highly visible function supporting its global private equity platform. This individual will play a key role improving the quality consistency structure and usability of critical investment finance operations and reporting data across the business.

This role sits at the intersection of private equity data reporting finance operations and technology. The position offers strong exposure to senior leadership and will partner closely with Finance Operations Reporting Technology and business stakeholders to build scalable data governance practices and support broader finance transformation initiatives across a sophisticated investment platform.

The ideal candidate brings hands-on experience in asset management private equity investment operations fund finance reporting data governance data management or a closely related field. They should be detail-oriented intellectually curious comfortable working with senior stakeholders and excited to help improve how a premier investment firm organizes governs and uses business-critical data.

Company Overview & Benef

The firm offers a highly competitive total compensation and benefits package including:

• Competitive base salary annual bonus profit sharing
• Comprehensive healthcare dental and vision coverage
• Strong retirement and wellness benefits
• Collaborative team-oriented culture with strong mentorship
• High visibility to senior finance data and operating leaders
• Opportunity to build a long-term career within a highly respected investment firm

Responsibilities

• Data Governance: Support data governance standards controls and best practices across the global private equity platform.
• Data Quality: Help improve the accuracy consistency completeness and usability of key investment finance operations and reporting data.
• Business Partnership: Partner with Finance Operations Reporting Technology and business stakeholders to understand data needs and improve workflows.
• Finance Transformation: Support initiatives that streamline reporting reduce manual processes and improve data-driven decision-making.
• Process Improvement: Identify opportunities to enhance documentation controls workflows and recurring data processes.
• Cross-Functional Coordination: Serve as a bridge between business users and technical teams to translate requirements into practical solutions.
• Reporting Support: Help ensure key data elements are properly defined sourced maintained and available for reporting and analytics.
• Strategic Projects: Contribute to ad hoc projects tied to data quality reporting infrastructure operating model design and platform growth.

What Were Lookin For

• Experience in asset management private equity investment operations fund finance reporting data governance data management or a closely related field.
• Strong understanding of investment management private equity fund structures reporting workflows or finance/operations processes.
• Ability to translate business requirements into structured data reporting process or governance solutions.
• Exposure to data tools reporting platforms databases SQL Power BI Snowflake or similar tools is a plus.
• Excellent communication skills with the ability to explain technical or data-related concepts to non-technical stakeholders.