Manager, Investment Data & Performance Reporting

Osaic Careers

Manager of Investment Data & Performance Reporting

Location: Boston
Department: Investment Operations & Analytics

Position Overview

The Manager of Investment Data & Performance Reporting is responsible for the administration, optimization, and governance of the firm’s portfolio reporting platform, SS&C Black Diamond. This role will lead the design, management, and delivery of investment data and reporting infrastructure that supports advisors, investment teams, and firm leadership. The manager will oversee platform configuration, performance reporting frameworks, system integrations, and data integrity while managing a team responsible for reporting operations and platform support. This role will also play a key part in integrating newly acquired advisory firms, standardizing reporting architecture, and ensuring scalable data processes across the organization.

Key Responsib...