About this role
About the Role The Manager, Portfolio Insights & Analytics contributes to the success of the Portfolio Insights and Analytics team within Global Investment Solutions (GIS). This role ensures goals, plans, and initiatives are executed to support the GIS global mandates and objectives, and supports scalable proposal delivery, investment data management, reporting, and analytics capabilities for domestic and international wealth channels, while adhering to governing regulations and internal policies. The role contributes to the core Portfolio Insights and Analytics service offering with accountability for standardized proposal and managed program collateral, strengthened data management practices, and consistently high-quality outputs aligned to business priorities and client needs. What You'll Do
- Standardize proposal and investment data management for domestic and international wealth channels
- Manage the day-to-day delivery of the standardized proposal service offering, including workflow coordination, quality oversight, and execution support for investment proposals, external account reviews, and related client-facing content across wealth channels.
- Enhance and maintain standardized proposal templates, content requirements, quality controls, disclosure standards, and governance routines to improve consistency, scalability, turnaround times, and alignment with branding and regulatory expectations.
- Manage the investment data management function by coordinating the sourcing, collection, validation, maintenance, recurring updates, and controlled use of data from various internal and external sources to support deliverables, including proposals, reporting, analytics, dashboards, platform collateral, and uploads to relevant portfolio management and reporting systems.
- Define and embed data quali