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Geode Capital Management is a global systematic investment manager.
The Role
The Portfolio Performance & Analytics team at Geode Capital Management, LLC is seeking a talented and driven Director, Emerging Solutions. Our Portfolio Performance & Analytics team delivers a broad range of services supporting Geode’s investment professionals and shareholders across multiple asset classes. The group is comprised of three functions: Portfolio Performance & Attribution, Quantitative Research, and Business Intelligence & Reporting.
The Director of Emerging Solutions, within the Portfolio Performance & Analytics team, will be responsible for working across the organization to drive expansion of advanced and emerging technologies across investment and operational functions which include, but not limited to: index rebalancing, flow management, cash
equitization, tax management, portfolio optimization, securities lending, and client proxy services. This role emphasizes the strategic use of AI to drive innovation, enhance oversight, identify risk, and reduce costs. The Director will build expertise in cutting-edge tools and methodologies, offering innovative insights and adapting practices to fit Geode’s needs. Reporting to the Head of Portfolio Performance & Analytics, this role will collaborate with senior leaders to shape and execute an innovation strategy through agile teams.
This role is based out of our office in Boston, Massachusetts and is required to follow the firm’s current hybrid work schedule: Tuesday, Wednesday and Thursday in-office, with the option to work Monday and Friday remote from home.
Responsibilities:
This role is based out of our office in Boston, Massachusetts and is required to follow the firm’s current hybrid work schedule: Tuesday, Wednesday and Thursday in-office, with the option to work Monday and Friday remote from home.
Responsibilities:
- Develop an in-depth understanding of the various investment management and operational processes at Geode to identify opportunities to optimize and automate using AI
- Partner with stakeholders across the organization to design, and implement analytically driven solutions and oversight tools, levering AI and other advanced/emerging technologies
- Translate ambiguous business questions into clear technical problem statements and develop AI-powered solutions that minimize risk and optimize cost
- Analyze structured and unstructured data from multiple sources to perform predictive and prescriptive analytics, ensuring accurate interpretation and present findings
- Support decision-making related to product, process, and platform design to streamline the future operating model, modernize existing capabilities, and develop next-generation functionality.
- Simplify and modernize how, where, and when information is disseminated to users
- Collaborate with business users, leadership, and technology teams to ensure alignment, manage expectations, foster effective collaboration, and prioritize resources
- Maintain visibility and accessibility across the organization, support an inclusive culture, encourage teamwork, and actively engage in the investment process
- Enforce standardization of requests, technology, and reporting deployment
Skills You Bring:
- BS required (Masters preferred) in a relevant field such as Computer Science/Data Science/Math or Statistics
- 10+ years of experience in a similar or related position in the Asset Management industry
- Demonstrated hands-on experience using AI for Investment Management use cases
- Experience working with large Investment Management function-related datasets
- Proven track record of transforming operational processes through cross-functional collaboration
- Proficiency in AI Technologies & Tools, Python, SQL, and Tableau (or Power BI)
- Transform ideas and stakeholder feedback into functional prototypes and scalable analytical tools
- Strong organizational, problem-solving, and time-management skills
- Acute attention to detail and effective time management
- High energy and passion for building scalable platforms
- Client-focused, results-driven mindset
- Enjoys working in a collegial, dynamic, and fast-paced environment
- Comfortable with ambiguity and emerging technologies
- Excellent verbal and written communication/presentation skills
- Strong interpersonal and relationship management skills
- Skilled in meeting facilitation and process design
- A motivated team player who works well independently and with others
Company Overview:
Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately 200 employees.
Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1.5 trillion. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.
Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.
Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid family leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness and commuter reimbursements, charitable donation matching, family care assistance, and adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.
Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers.
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The Company
What We Do
Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately 180 employees.
Geode is a systematic asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1 trillion in AUM. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.
Geode is proud to be an equal opportunity employer and support a diversified work environment.
Why Work With Us
Geode enhances the employee experience with a culture of engagement, wellness, diversity, equity and inclusion.
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