Portfolio Manager Success Specialist

Join BAM’s Portfolio Manager Success team, a global group of data analysts, data scientists, and content experts dedicated to empowering our Portfolio Managers (PMs) and Analysts with world-class data solutions, technical enablement, and hands-on support. As a Portfolio Manager Success Specialist, you will serve as a trusted partner to investment professionals, proactively anticipating their needs and delivering innovative solutions that drive investment performance.This business-facing, high-impact role offers exposure to front office, technology, and infrastructure teams within a premier multi-strategy fund. If you are naturally curious, passionate about data, and driven by learning new skills, this is the role for you.Key Responsibilities

User Enablement and Support:

Act as the primary point of contact for PMs and Analysts, providing high-touch support, training, and enablement for BAM’s suite of data products, data pipelines, and analytic tools.Data Delivery and Integration:

Facilitate the delivery, analysis, and integration of financial, market, and alternative datasets using Python, SQL, and modern cloud tools (e.g., AWS, Airflow, Git).Workflow Automation and Best Practices:

Collaborate with analytics and engineering teams to automate data workflows, improve knowledge bases, and educate users on data-driven best practices.Stakeholder Collaboration:

Connect stakeholders across the firm to identify solutions, champion product enhancements, and share knowledge globally.Knowledge Management:

Maintain and expand BAM’s Knowledge Base and training materials based on user feedback and your own experience supporting diverse investment workflows.Incident Management:

Deliver high-quality, proactive incident management and service delivery, ensuring timely resolution of user issues and continuous improvement of support processes.Qualifications and Requirements

Experience:

3-5 years of professional experience in a data support, application support, customer success, or engineering support function—ideally within financial services, a hedge fund, or investment bank.Education:

Bachelor’s or Master’s degree in Mathematics, Data Science, Data Engineering, Computer Science, Economics, Finance, or a related field (or equivalent relevant experience).Technical Skills:Proficiency in Python for data analysis and wrangling.Working knowledge of SQL and relational databases.Familiarity with cloud platforms (AWS preferred), Git, and workflow orchestration tools (e.g., Airflow) is a plus.Understanding of time-series, market, and alternative datasets, and their application to quantitative and fundamental investment analysis.Problem Solving:

Demonstrated expertise in troubleshooting, creative problem-solving, and stakeholder communication (both written and verbal).Attention to Detail:

High degree of accuracy and attention to detail in all aspects of work.Communication:

Strong oral and written communication skills, with the ability to translate technical concepts for both technical and non-technical audiences.Seniority level

Mid-Senior levelEmployment type

Full-timeJob function

Analyst and FinanceIndustries

Financial Services, Capital Markets, and Investment ..... full job details .....