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.
Additional employment information
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.
Applicants must be currently authorized to work for any employer in the United States. The company is unable to provide employment-based immigration sponsorship for this position.
If you have a disability that requires reasonable accommodation to search for a job opening or submit an application, please email [email protected] with your request and contact information.
About Cognizant:
Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process and engineering expertise enables us to build an organization’s unique context into technology systems that amplify human potential, drive tangible outcomes and keep global enterprises ahead in a fast-changing world. See how at cognizant.ai or @cognizant.
