Senior Consulting Manager, Investment & Client Data and Information Delivery
Location: Needham, Massachusetts
Industry: Asset Management / Investment Management
About Cognizant Consulting
Cognizant Consulting is more than Cognizant’s consulting practice. We are a global community of 5,000+ experts dedicated to helping clients reimagine their businesses. Blending our deep industry and technology advisory capabilities, we create innovative business solutions for Fortune 500 clients. Now, we are looking for our next colleague to join us in shaping the future of business. Could it be you?
About the role
As a Senior Consulting Manager, Investment & Client Data and Information Delivery, you will make an impact by providing strategic and operational leadership across investment data, client reporting, and information-delivery capabilities for a leading asset management client.
You will own the end-to-end delivery of timely, accurate, controlled, and client-ready investment information while advancing data governance, operating-model improvements, reporting scalability, and platform modernization. You will collaborate with Investments, Client Service, Operations, Data, Technology, Risk, Compliance, Legal, and external service providers to improve data quality, strengthen controls, and enhance the overall client experience.
In this role, you will
- Lead the strategy, operating model, and day-to-day delivery of investment data, client reporting, and information services across institutional and intermediary channels, ensuring deliverables meet contractual, regulatory, quality, and timeliness requirements.
- Oversee the sourcing, validation, enrichment, governance, and distribution of securities, holdings, transactions, benchmarks, performance, attribution, exposures, portfolio accounting, and client data.
- Partner with business and technology leaders to define future-state data and reporting architecture, business requirements, implementation priorities, and transformation roadmaps involving data platforms, reporting tools, workflow automation, self-service capabilities, and client portals.
- Strengthen enterprise data governance by establishing clear data ownership, lineage, metadata, data-quality rules, reconciliations, approval standards, service-level agreements, issue-management practices, capacity plans, and management metrics.
- Lead multidisciplinary teams and strategic vendors, manage complex delivery issues and escalations, drive root-cause analysis and sustainable improvements, and provide executive reporting on service performance, risks, incidents, demand, and transformation progress.
Work model
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role’s business requirements, this is a hybrid position requiring 3-4 days per week in the office in Needham, Massachusetts. Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. They may change based on the project you are engaged in, as well as business and client requirements. Rest assured, we will always be clear about role expectations.
What you must have to be considered
- 12-15 years of progressive experience in investment data, client reporting, information delivery, investment operations, or related asset management functions, including significant experience leading teams and enterprise-scale transformation programs.
- Deep understanding of asset management data and processes, including securities, holdings, transactions, benchmarks, performance, attribution, exposures, portfolio accounting, and institutional or intermediary client reporting.
- Demonstrated experience owning end-to-end information-delivery services with rigorous expectations for accuracy, timeliness, data quality, governance, operational risk, controls, and regulatory compliance.
- Proven ability to lead data and reporting transformation initiatives from strategy and requirements through implementation, adoption, and operational stabilization.
- Strong executive communication, stakeholder management, negotiation, problem-solving, and decision-making skills, with a bachelor’s degree in finance, Economics, Business, Information Systems, Data Management, or a related discipline, or equivalent professional experience.
These will help you succeed
- Experience with enterprise investment-data platforms, data warehouses or data lakes, portfolio accounting systems, performance and attribution platforms, CRM solutions, client-reporting technologies, and vendor-based data services.
- Working knowledge of SQL, data analytics and visualization, APIs, cloud data platforms, workflow tools, automation, and Agile delivery practices.
- Experience managing third-party market or reference data providers, reporting vendors, outsourced service partners, and associated service, risk, and performance reviews.
- Knowledge of regulatory, privacy, books-and-records, data retention, and operational-risk requirements affecting investment and client information.
- An MBA, CFA, CIPM, or relevant data-management, Agile, or project-management certification.
We are excited to meet people who share our mission and can make an impact in a variety of ways. Do not hesitate to apply, even if you only meet the minimum requirements listed. Consider the transferable experiences and unique skills that could help you bring new and valuable perspectives to this role.
Compensation
The annual salary for this position is $130,000 to $155,000 USD, depending on experience and other qualifications of the successful candidate.
This position is also eligible for Cognizant’s discretionary annual incentive program, based on performance and subject to the terms of Cognizant’s applicable plans.
Benefits
Benefits may include, subject to eligibility:
- Medical, dental, vision, and life insurance
- 401(k) plan and company contributions
- Employee stock purchase plan
- Employee assistance program
- 10 paid holidays plus paid time off
- Paid parental leave and fertility assistance
- Learning and development certifications and programs
Application deadline
Applications will be accepted until December 15, 2026.
コグニザントについて
コグニザント（NASDAQ: CTSH）は、AI Builderおよびテクノロジーサービスプロバイダーとして、お客様にフルスタックのAIソリューションを構築することで、AI投資と企業価値を結ぶ架け橋となっています。業界、ビジネスプロセス、エンジニアリングに関する当社の深い専門知識を活かし、組織固有のビジネス環境をテクノロジー・システムに組み込みます。これにより、人間の可能性を最大限に引き出し、確かな成果を実現するとともに、急速に変化する世界においてグローバル企業が常に一歩先を行くための支援を行っています。 詳細については、cognizant.ai をご覧ください。
雇用に関する追加情報
本募集に記載されている報酬情報は、掲載日時点で正確なものです。Cognizantは、適用される法令に従い、いつでも本情報を変更する権利を留保します。
応募者は、対面またはビデオ会議による面接への参加を求められる場合があります。また、各面接の際に、現在有効な州政府または政府発行の身分証明書の提示を求められる場合があります。
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