Investments Platform and Integration Manager

Summary of Job Responsibilities

The Investment Platforms & Integration Manager leads the Investment Platforms & Integration team within Investment Technical Solutions. The team implements purchased investment platforms, such as trading and order management, portfolio accounting, private markets, cloud data platforms and data pipeline tools and designs and builds the data integrations that connect them. This includes data from market, reference and analytics data providers, PERAs custodian bank, fund administrators and general partners.

This is a working manager role with a mix of people and delivery leadership and hands-on solution architecture, with more hands-on work when a project calls for it. The manager is accountable for leading larger platform implementations and integration projects against scope, schedule, budget and quality and for handing completed platforms and data integrations to the operations team in a supportable state.

Working with Investments, Investment Accounting, Product Management, Project Management, Change Management, Data Governance, Information Security, Application Development, Infrastructure and external vendors and implementation partners, the manager ensures that investment platforms and data are delivered predictably, securely and in a way that reduces technical debt and operational risk.

Ideal Candidate Statement

The ideal candidate is a technically strong, delivery-focused leader who has implemented purchased investment platforms and built the data integrations around them. They understand how investment data flows, from market and reference data through trading, the investment book of record, custodian reconciliation and accounting to analytics and they have built and supported the feeds that move it. They understand the investment business well enough to set priorities with investment and accounting leadership and the technology well enough to design solutions themselves and to judge estimates, risks and vendor claims. They build credibility with business leaders by making realistic commitments, communicating early and often and delivering on them.

This person develops people and builds a team that can sustain modernization over several years. They work as one team with the operations side of Investment Technical Solutions and treat a clean handoff to production support as part of delivery. They embrace practical uses of automation and AI-assisted development while keeping quality, security and control. Experience leading change in complex, regulated environments and a commitment to continuous learning are essential.

Essential Duties and Responsibilities

Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.

Delivery Leadership

- Is accountable for the delivery of larger investment platform and data integration projects, including scope, schedule, budget, quality and realization of expected business outcomes.

- Translates the investment systems roadmap and prioritized business demand into an achievable delivery plan, including sequencing, capacity, dependencies and resource needs.

- Leads delivery directly for most projects and partners with the Project Management team on large, cross-functional initiatives, applying PERAs project management, IT prioritization and change management practices.

- Partners with Product Management on priorities and makes capacity trade-offs visible to leadership.

- Establishes delivery practices appropriate to agile, traditional and hybrid projects, including estimation, risk and issue management, testing and quality gates and release readiness.

- Reports delivery status, risks, issues and metrics to IT leadership and business stakeholders and escalates early when commitments are at risk.

Investment Platform Implementation

- Participates in the selection and leads the implementation of purchased investment platforms, including software-as-a-service (SaaS) and vendor-hosted solutions, such as trading and order management, IBOR and portfolio accounting, private markets, cloud data platforms and data pipeline tools.

- Leads implementation activities, including requirements, solution design, configuration, integration, data migration, testing, cutover and decommissioning of the legacy systems being replaced, in partnership with the Investment Systems Senior Architect and implementation partners.

- Favors configuration of vendor capabilities over customization and documents any customizations and the reasons for them.

- Plans for vendor release cycles, environment management and testing so that platforms remain supportable after go-live.

Investment Data Integration and Pipelines

- Leads the design and build of data integrations from market, reference and analytics data providers, PERAs custodian bank, fund administrators, general partners and other external parties into PERAs investment platforms and data platform .

- Builds ingestion and ELT/ETL pipelines, orchestration and scheduling on PERAs cloud data platform within the data architecture and integration standards .

- Designs data quality checks, reconciliation, exception handling, monitoring and alerting into every integration so that data issues are detected before they reach investment staff.

- Partners with Data Governance on data ownership, definitions, lineage and quality rules for investment data.

- Ensures data integrations comply with data provider licensing and usage terms and with PERA security and access requirements.

Hands-On Solution Architecture

- Designs platform configurations, integrations, data pipelines and automation for the teams projects and works alongside the Investment Systems Senior Architect on platform evaluations, target-state design, data migration approaches and technical risk assessment.

- Reviews designs, pipelines, scripts and code produced by the team and by implementation partners for quality, security, supportability and alignment with standards.

- Establishes team practices for scripting and AI-assisted development, including peer review, source control, testing, security and change control.

- Steps into hands-on technical work, such as analysis, SQL, pipeline development, scripting or configuration, when project needs or team capacity require it.

Transition to Operations

- Defines, with the operations manager, the criteria for handing platforms and data integrations into production support, including documentation, runbooks, monitoring and alerting, access, disaster recovery, knowledge transfer and vendor support arrangements.

- Agrees with the operations manager which team monitors and supports each platform and data integration after go -live and how issues that require design changes are routed back to this team.

- Ensures delivered solutions meet security, access management, change management and audit requirements before go-live.

- Transitions new platforms and their vendor relationships and agreements to the operations team for ongoing support, maintenance and renewals.

- Coordinates with the operations team on release scheduling, maintenance windows and shared resources.

Team Leadership and Development

- Maintains a highly skilled and engaged team by recruiting, training, coaching, mentoring, communicating job expectations and monitoring and appraising job results.

- Leads and supports senior individual contributors ensuring architectural direction is reflected in delivery while balancing schedule, cost and capacity.

- Builds the skills the team needs, such as cloud data platforms, data pipeline tools, integration, automation, AI-assisted development and investment domain knowledge and ensures knowledge transfer from consultants and implementation partners so PERA can own and sustain what is delivered.

- Develops high-potential employees for growth and advancement and promotes cross-training and collaboration with the operations team.

- Fosters a culture of accountability, transparency and continuous improvement.

Vendor and Financial Management

- Owns vendor relationships for new investment technology platforms and implementation partners through selection and implementation, including statements of work, deliverables, acceptance and performance.

- Develops and manages project budgets and forecasts and participates in annual budget planning and new agreement proposals.

- Partners with Technology teams, Legal and business leadership during technology selection, contract review and negotiation.

Stakeholder Partnership and Governance

- Serves as the primary IT delivery contact for investment business leaders on platform and data integration projects, setting clear expectations and keeping them informed.

- Leads partnerships with cross-functional counterparts, including Infrastructure, Information Security, enterprise data teams and Risk Management, to align plans and coordinate resources.

- Works with Information Security, Risk Management and Internal Audit to ensure controls are designed into new investment platforms and data flows.

- Drives continuous improvement by identifying and monitoring delivery and data quality metrics and scorecards and contributes to IT strategy, roadmap and policy.

Other Duties/Responsibilities

- Performs other duties as assigned

Job Qualifications

Required

- Bachelors degree in computer science, information systems, business, finance or related field; or equivalent combination of education and experience.

- A minimum of ten years of progressively responsible information technology experience implementing and integrating enterprise applications and data solutions, including at least five years in investment or financial services technology.

- A minimum of three years of experience leading technical teams, including hiring, developing and evaluating staff.

- Demonstrated success implementing purchased investment or financial platforms, such as trading and order management, IBOR, portfolio accounting or investment data management systems, including platform selection , configuration, data conversion, testing and cutover.

- Hands-on experience designing and building data integrations for investment data, including market, reference and analytics data feeds and custodian bank data.

- Working knowledge of investment business functions and data, such as the trade lifecycle, IBOR and ABOR concepts, security master and reference data, corporate actions, pricing, reconciliation, performance and private markets.

- Experience with cloud data platforms and modern ELT/ETL and orchestration tools, including data quality, monitoring and exception handling.

- Working proficiency with SQL and scripting languages such as Python and PowerShell and familiarity with AI-assisted development tools.

- Strong project and delivery management skills across agile, traditional and hybrid approaches, including estimation, resource planning and risk and issue management.

- Experience managing vendors and implementation partners, including statements of work, deliverable acceptance and performance management.

- Experience developing and managing technology budgets.

- Understanding of IT service management practices, including change, release, incident and problem management.

- Excellent communication skills, including the ability to explain complex technical matters to executives and business stakeholders.

- Demonstrated ability to plan, organize and prioritize work across multiple concurrent projects with minimal supervision.

Preferred

- Experience at a public pension plan or other institutional asset owner.

- Experience with modern cloud data platforms, such as Snowflake, Databricks or Microsoft Fabric and with Power BI.

- Experience with market data licensing, entitlements and usage reporting.

- Experience with private markets data, such as commitments, capital calls, distributions, NAV and fund documents.

- Experience with transaction messaging standards such as FIX and SWIFT.

- Experience building or reorganizing a team, or leading a team through significant organizational change.

- Experience applying AI-assisted development, automation or analytics in a governed environment.

- Certificates:

CFA Institute Investment Foundations held or acquired within 6 months

- ITIL 5 Foundations held or acquired within 12 months

Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

- Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.

- Occasional moving and positioning supplies in excess of 20 pounds

- All employees are expected to present themselves in a professional manner in alignment with the financial services industry

- Ability to sit for prolonged periods of time

- Ability to operate standard PC equipment

- Ability to manage frequent deadlines and tight schedules

Hybrid Work Option

- Opportunity to work from home up to three days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.

Qualifications

Interested Candidates:
Complete the employment application online at https://www.copera.org/careers . Please have copies of your resume and cover letter available to upload.

Job Description Disclaimer

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or be assigned with or without notice.

Unfortunately, at this time, PERA cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US.

All Colorado PERA employees are subject to PERAs Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading. You may request copies of these policies from PERAs talent acquisition team and any questions can be answered by PERAs Investment Administration team.

Why Work at PERA

Colorado PERA offers more than a traditional pension career. We are a mission-driven organization with a growing focus on technology and modernization. Employees have the opportunity to do meaningful work with a real impact on over 700,000 members. From enhancing digital tools and member experiences to supporting major enterprise initiatives, employees are part of meaningful, future-focused work that blends public service with innovation. We take pride in our inclusive culture, career development opportunities, and our consistent recognition as a Top Workplace based on employee feedback. PERA is a place to connect, contribute, and be part of something bigger.

A Culture That Cares

At PERA, leveraging employee strengths and supporting strong engagement are the foundations of our culture. Employees are encouraged to grow through development opportunities and internal career movement, while also being part of an organization where people feel respected, informed, and included. Collaboration is encouraged across teams, allowing employees to learn from one another and contribute in ways that maximize their unique skills. We strive to foster an environment where employees can do their best work and feel supported by the people around them

An Employer that Invests in You

PERA invests in our employees in ways that matter; from comprehensive benefits and generous paid time-off to thoughtful everyday amenities that enhance the office experience. Employees are encouraged to continue learning through training, mentoring, and development at every stage of their careers. We champion a workplace where people feel valued, inspired, and equipped to grow.

Join Us
If youre energized by meaningful work, motivated by an organization that evolves with a changing world and looking for an employer that invests in you, then consider joining PERAs team. Learn more about careers at PERA at copera.org/careers .

Position Title: Investment Platform and Integration Manager
Division: Information Technology
Reports to: Director of Information Technology
Job Status: Full-time / Exempt
Salary: $165,000.00 to $200,000.00 annual, commensurate with experience
Posting Dates: 11/13/2026 to 11/29/2026