Manager, Investment Data and Business Analysis

Summary of Job Responsibilities

The Manager, Investment Data & Business Analysis, leads the Investment Department’s data operations, data governance, production support, and business analysis functions. This role manages a team of Investment Data Stewards and Investment Business Analysts responsible for ensuring investment data is accurate, timely, governed, and effectively used across investment systems, reporting platforms, and operational processes.  

This position serves as a key liaison between Investments, Information Technology, enterprise shared services, and external vendors, helping translate business needs into actionable requirements, support models, data controls, and process improvements. The ideal candidate combines strong leadership capabilities with expertise in investment systems, production support, data governance, operational processes, and stakeholder management.  

Essential Duties and Responsibilities

Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.

• Lead, mentor, and develop a team of Investment Data Stewards and Business Analysts, including setting team objectives, performance expectations, coverage models, and professional development plans. 

• Oversee day-to-day production support activities for investment systems and data platforms, ensuring timely triage, investigation, resolution, and communication of production issues impacting the Investment department and reporting.  

• Manage resource allocation, workload prioritization, support coverage, and escalation management.  

• Oversee the application of business analysis methodologies, ensuring stakeholder requirements, business processes, and data dependencies are accurately understood and incorporated into business initiatives and actionable requirements. 

• Supervise investment data activities, including data quality, controls, data governance standards, policies, and best practices to ensure accuracy, completeness, and timeliness of investment data across platforms and reporting environments. 

• Support implementation and user acceptance testing (UAT) of new technologies, data platforms, and process improvement initiatives.  

• Ensure appropriate operational procedures, documentation, controls, and support models are accurate and appropriately maintained.  

• Monitor and maintain compliance with internal controls and permissions related to investment data and systems.  

• Serve as a liaison between Investments, IT, vendors, and other internal partners. 

• Promote data-driven decision making across Investments.  

• Other duties as assigned. 

Job Qualifications

• Bachelor’s degree in Finance, Business, Information Systems, Data Management, or a related field.  

• 7+ years of experience in investment data management, production support, investment operations, business analysis, or related functions; 3+ years of experience in a management role  

• Expertise in understanding of investment products, securities, market data, investment accounting, and investment operations workflows.  

• Experience with data quality, data governance, issue management, and operational support processes. 

• Strong knowledge of business analysis principles, including requirements gathering, process analysis, stakeholder engagement, and the translation of business needs into data and governance solutions. 

• Experience leveraging AI tools to enhance productivity and efficiency, proactively identifying opportunities to apply emerging technologies that improve workflows and outcomes 

• Experience with platforms such as Bloomberg, LongView, Eagle PACE, Aladdin, Snowflake, and Power BI, or similar systems. 

• Strong analytical, problem-solving, organizational, and communication skills.  

Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.

• Occasional moving and positioning supplies in excess of 20 pounds

• All employees are expected to present themselves in a professional manner in alignment with the financial services industry

• Ability to sit for prolonged periods of time

• Ability to operate standard PC equipment

• Ability to manage frequent deadlines and tight schedules

Hybrid Work Option

• Opportunity to work from home up to two days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.

Interested Candidates:
Complete the employment application online at https://www.copera.org/careers. Please have copies of your resume and cover letter available to upload. Please review the following questions. You will be asked for a response to these as part of your application:

As part of the application process we would like you to submit two writing samples. Please send your samples via e-mail directly to [email protected].

You will be asked to complete a pre-employment skills assessment (takes approximately 20 minutes) upon submission of your application. A link for the assessment will be available to you (in your Paycom profile) if you are unable to complete it at the end of your application. The skills assessment must be completed to be considered for this position.

Job Description Disclaimer

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or be assigned with or without notice.

Unfortunately, at this time, PERA cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US.

All Colorado PERA employees are subject to PERA’s Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading.  You may request copies of these policies from PERA’s talent acquisition team and any questions can be answered by PERA’s Investment Administration team.

Why Work at PERA

Colorado PERA offers more than a traditional pension career. We are a mission-driven organization with a growing focus on technology and modernization. Employees have the opportunity to do meaningful work with a real impact on over 700,000 members. From enhancing digital tools and member experiences to supporting major enterprise initiatives, employees are part of meaningful, future-focused work that blends public service with innovation. We take pride in our inclusive culture, career development opportunities, and our consistent recognition as a Top Workplace based on employee feedback. PERA is a place to connect, contribute, and be part of something bigger.

A Culture That Cares

At PERA, leveraging employee strengths and supporting strong engagement are the foundations of our culture. Employees are encouraged to grow through development opportunities and internal career movement, while also being part of an organization where people feel respected, informed, and included. Collaboration is encouraged across teams, allowing employees to learn from one another and contribute in ways that maximize their unique skills. We strive to foster an environment where employees can do their best work and feel supported by the people around them

An Employer that Invests in You

PERA invests in our employees in ways that matter; from comprehensive benefits and generous paid time-off to thoughtful everyday amenities that enhance the office experience. Employees are encouraged to continue learning through training, mentoring, and development at every stage of their careers. We champion a workplace where people feel valued, inspired, and equipped to grow.

Join Us
If you’re energized by meaningful work, motivated by an organization that evolves with a changing world and looking for an employer that invests in you, then consider joining PERA’s team. Learn more about careers at PERA at copera.org/careers.

Position Title: Manager, Investment Data and Business Analysis
Division: Investment Operations
Reports to: Investment Operating Officer
Job Status: Full-time, Exempt
Salary: Annual, Commensurate with experience
Posting Dates: