Team Lead, Portfolio Manager Support

Role Overview

We are seeking an experienced and hands-on Lead to oversee our global Technology Portfolio Manager Support efforts, ensuring the seamless support and integration of investment teams into our firm’s technology ecosystem. You will proactively govern user support and drive continuous improvement, empowering PMs and Analysts with world-class applications, data capabilities, and cloud/infrastructure services.

If you thrive in a dynamic, collaborative environment—where technical rigor meets business impact—this role offers the chance to shape the future of Technology Portfolio Manager Support at a premier multi-strategy fund.

You will collaborate closely with data & infrastructure engineers, data scientists, and content experts across BAM’s key geographic locations, as well as with senior investment professionals. Your leadership will ensure the delivery of innovative, reliable, and scalable data-driven solutions that maximize the value of BAM’s technology assets for the Front Office.

Key Responsibilities

• Hands-On Leadership & Team Development: Lead, coach, and mentor a team of Portfolio Manager Support Analysts & Engineers, providing regular feedback and fostering a culture of curiosity, technical mastery, and continuous improvement. Serve as a subject matter expert and role model by actively participating in day-to-day support and technical tasks.
• High-Quality Support & Service Delivery: Maintain and elevate a high standard of technical and customer support for front, middle, and back-office users across all asset classes. Manage team workload and priorities to ensure service level agreements (SLAs) are consistently met with a high degree of accountability for the entirety of each engagement, and users have positive experience.
• Escalation & Problem Management: Act as the escalation point for complex or high-impact user issues, driving timely resolution and root cause analysis. Orchestrate problem management for data tooling across Technology to identify trends, inform process improvements, and effect positive change for users.
• Cross-Functional Collaboration: Partner closely with investment teams, technology, and product groups to ensure a seamless and responsive user experience. Advocate for user needs and regional perspectives within global forums, ensuring local requirements are addressed.
• Process Optimization & Knowledge Sharing: Identify opportunities to streamline workflows, automate repetitive tasks, and enhance support processes. Maintain and expand knowledge bases, training materials, and documentation to empower both users and team members.
• Continuous Improvement & Innovation: Stay abreast of industry trends, new technologies, and best practices in data enablement and support. Encourage the team to experiment, learn, and adopt innovative solutions that drive efficiency and user satisfaction.

Required (must have one of the following):

• 5 years in application or user support for trading/investment systems, or direct experience with front/middle/back-office tooling.
• 5 years of financial data wrangling, Python/SQL/data pipeline experience, or data product support function.
• 5 years in a technical support function with exposure to AWS services, Linux operating systems, Kubernetes and/or scripting/automation solutions.

Qualifications & Requirements

• Bachelor’s or Master’s degree in Mathematics, Computer Science, Engineering, Economics, Finance, or a related field.
• 9 years of professional experience in a support, implementation, solutions architect, or similar function, including at least 2 years in a leadership or lead/management role.
• Strong analytical, problem-solving, and interpersonal skills, with the ability to communicate effectively with both technical and non-technical audiences.
• Passion for fostering curiosity, technical mastery, and continuous improvement within your team.