Manager – Technology and Product Solutions, Operational Efficiency

Clearwater Cayman

Manager – Business Efficiency overseeing automation strategy and platforms at Technology & Product Solutions. Leading development teams and ensuring automated solutions align with business objectives.

Posted 4/26/2026full-timeRio de Janeiro • 🇧🇷 BrazilSeniorLeadWebsite

Tech Stack

Tools & technologies

AzurePythonRPASQLVBA

About the role

Key responsibilities & impact

Manage automation programs, support the maintenance of automation platforms such as Xceptor/Azure, and lead a team of developers.
Collaborate with various teams across the organization to ensure the effective integration and execution of automated processes that align with the Catalyst business model.
Support the design and delivery of Catalyst’s overall automation strategy by developing automated solutions and ensuring they align with the business objectives and operational goals.
Lead the planning, design, development, and execution of automation programs.
Work closely with senior stakeholders, including the Director of Business Efficiency, business leaders, and project teams, to ensure alignment on automation initiatives.

Requirements

What you’ll need

Bachelor’s degree in Finance, Mathematics, Computer Science, Accounting, Engineering, or related field.
A minimum of 7-10 years of professional experience in the Fund Administration industry or similar financial services environment.
Strong focus on business efficiency, process automation, and data management.
Advanced knowledge of Microsoft Azure (security, architecture, and data management)
Experience with AI tools for programming (Github Copilot, Replit, Claude, etc)
Advanced knowledge of Xceptor or similar automation tools (e.g., RPA, UIPath, Automation Anywhere).
Expertise in portfolio accounting systems (e.g., Advent Geneva), data management systems, and integration tools.
Solid understanding of OMS/PMS, data warehouse integration, and FTP processes.
Knowledge of financial data management, including trade positions, pricing, static data, and corporate actions.
Proven ability to resolve complex system and data issues, ensuring the accuracy of valuations and seamless integration of systems.
Demonstrated experience managing large and complex projects, especially in an automation or process improvement context.
Strong organizational skills and the ability to deliver projects on time and within budget.
Familiarity with SOC audits and regulatory compliance for portfolio management systems and data management.
Experience working with or managing teams using Robotic Process Automation software (e.g., Automation Anywhere, UIPath).
Strong knowledge of various asset types, including listed and OTC derivatives, and their impact on fund operations.
Intermediate to advanced knowledge of SQL and experience with database management.
Familiarity with VBA, Python, or other coding languages used for automation is a plus.
Strong leadership skills with experience in managing and developing high-performing teams.
Ability to liaise directly with clients to gather requirements and deliver customized solutions.

Benefits

Comp & perks

Flexible work arrangements
Professional development

ATS Keywords

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Hard Skills & Tools

automation programsMicrosoft AzureXceptorRPAUIPathAutomation Anywhereportfolio accounting systemsSQLVBAPython

Soft Skills

business efficiencyprocess automationdata managementorganizational skillsleadership skillsproject managementclient liaisonteam managementproblem resolutioncommunication