Director, Emerging Solutions

Geode Capital

Boston, Massachusetts

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JOB DETAILS

SKILLS

Analysis Skills, Artificial Intelligence (AI), Asset Management, Business Intelligence, Communication Skills, Computer Science, Cost Control, Cross-Functional, Customer Relations, Data Science, Data Sets, Decision Support, Detail Oriented, Emerging Technology, Employee Retention, Establish Priorities, Finance, Hubs, Institutional Asset Management, Interpersonal Skills, Investment Management, Leadership, Mathematics, Operations Processes, Organizational Skills, Performance Analysis, Philosophy, Portfolio Analysis, Power BI, Predictive Modeling, Presentation/Verbal Skills, Problem Solving Skills, Prototyping, Python Programming/Scripting Language, Quantitative Research, Relationship Management, Risk Analysis, Risk Management, SQL (Structured Query Language), Sales Management, Scalable System Development, Securities Lending, Statistics, Structured Data, Tableau, Tax Accounting, Team Player, Time Management, Unstructured Data, Use Cases, Writing Skills

LOCATION

Boston, Massachusetts

POSTED

Today

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:

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 parental 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.

About the Company

Geode Capital

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