Senior Consultant, Investment Optimization & Performance (P4540) (P4541)
Tasks
- Analyze investment trends
- Build standardized investment reporting
- Create dashboards and performance scorecards
- Deliver executive investment performance reporting
- Develop investment optimization recommendations
- Flag emerging trends and issues
- Improve reporting workflows
- Monitor KPIs and performance outcomes
- Monitor performance indicators
- Partner with stakeholders to align priorities
- Support data reporting measurement governance requirements
- Support training and change management
- Track actions through execution
- Validate data quality and reporting definitions
Perks/Benefits
- 401k matching
- Dental insurance
- Family care leave
- Flexible work schedule
- Health insurance
- Health savings account
- Maternity leave
- Paid Holidays
- Paid time off
- Paternity leave
- Vision insurance
Skills/Tech-stack
Category Management | Change Management | Dashboarding | Data Governance | Data Quality | Excel | Investment Allocation | KPI Tracking | Power BI | Project Management | Retail Analytics | SQL | Spend analysis | Tableau
Education
Bachelor of Engineering | Bachelor of Science | Master of Science
Roles
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