Manager, Portfolio Analytics

Geode Capital•Boston, MA

1d•Hybrid

About The Position

Geode Capital Management, LLC is seeking an experienced Manager, Portfolio Analytics with a technology focus on the Performance & Analytics Team. This role will assist with the architecture, development, and optimization of data-driven solutions in support of the various analytical efforts that help measure how efficiently our portfolios track their benchmarks. Reporting to the Director, Portfolio Analytics, this role will partner with Portfolio Analysts, Quantitative Analysts and technology teams to design, implement and enhance technological solutions with enterprise data pipelines delivering insightful solutions via interactive dashboards. This effort will advance the team’s role towards Geode’s overall Investment and Risk management. This role is based in our office in Boston, Massachusetts. You are required to follow the firm’s policy on in-office attendance. Our current policy requires in-office attendance on Tuesday, Wednesday, and Thursday, and then provides an option to work remotely on Monday and Friday. Please note that Geode may alter this policy at any time.

Requirements

10+ years of experience in data analytics, data engineering, or a related technology-focused role within equity asset management.
Strong understanding of the investment management lifecycle.
Advanced proficiency in Python, SQL, Tableau, and Power BI.
Hands-on experience with cloud data platforms such as Snowflake, AWS, Azure, or GCP.
Expertise building and optimizing large-scale data models using structured and unstructured data.
Strong data visualization and BI experience, including impactful dashboards and analytics solutions.
Statistical analysis experience preferred.
Excellent problem-solving skills, with the ability to translate ambiguous business needs into clear technical solutions.
Strong organizational and project management skills, with a record of delivering high-quality analytics under tight deadlines.
Effective communicator who can explain complex technical concepts to technical and non-technical audiences.
Collaborative, intellectually curious, and passionate about technology innovation.

Responsibilities

Modernize the portfolio performance and attribution platform by developing scalable, history-aware data products that enable precise analysis.
Manage and recommend quarterly performance variance thresholds, index replicability, active risk thresholds and related portfolio parameters across passive portfolios.
Establish data quality and readiness standards for accuracy, lineage, versioning, and performance to ensure reliable, decision-ready analytics.
Deliver analytics and quantitative solutions that provide prescriptive insights, predictive root-cause analysis, and practical business context.
Enhance the team’s Python codebase through shared libraries, broader Snowflake adoption, performance optimization, and Tableau/PowerBI dashboard development.
Serve as a technology liaison to align tools, processes, and practices with firmwide requirements and best-practice standards.
Build and maintain dashboards and visualizations using Python, SQL, Tableau, and Power BI to deliver clear, accurate, actionable insights.
Mentor junior analysts and promote innovation, technical excellence, and continuous learning.
Partner with technology and business teams to align priorities, strengthen communication, and advance analytics initiatives.
Promote standardized, scalable, consistent, and reliable analytics solutions across the enterprise.