Manager, Evaluation, Data, and Technology

Manager, Evaluation, Data, and Technology - Girls Who Invest

New York, NY (Hybrid - in office 3-4 days per week)

ABOUT THE ORGANIZATION:

Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment management industry by attracting and advancing women and non-binary investors, change-makers, and leaders. To date, more than 3,200 Scholars have been trained in investment management by GWI in just 9 years. Of our Alumni working full time, over 3 out of 4 pursue full time careers in the industry.

GWI does this through tuition-free education programs for first- and second-year college students and career advancement services, community building, and support for our Alumni with a focus on industry retention. We believe, and evidence-based research shows, that advancing diverse investors brings unique and previously excluded perspectives to the industry and leads to higher performance.

To learn more, visit GirlsWhoInvest.org.

ABOUT THE OPPORTUNITY:

The Manager, Evaluation, Data, and Technology is a key new role that will oversee and manage GWI’s monitoring, evaluation, data and systems with the goal to better collect, integrate, and leverage data and metrics to understand GWI’s impact and inform strategic decision making. The Manager, Evaluation, Data and Technology will contribute to a culture of shared learning and data understanding through specific responsibilities such as: leading teams around evaluation design, data, metrics, and analyses, designing and implementing trainings around data and systems, managing end-to-end data quality and data systems, developing sustainable data and systems policies and processes, and spearheading procurement of new solutions and vendors when necessary.

Ultimately, this role will improve GWI’s data visibility, cohesiveness, and evaluation across GWI to ensure that data is a strategic asset that supports the organization's goals and mission. This position will report to the Chief Operating Officer in the near-term and will work cross-functionally with all GWI teams and systems.

KEY RESPONSIBILITIES

Monitoring, Evaluation and Data Strategy and Analysis

• Assume ownership of monitoring KPIs for GWI and its teams, including but not limited to GWI’s Performance Dashboard; understand industry trends and benchmarks
• Develop and enhance comprehensive data strategies to optimize data management, ensure data quality, and drive data-driven decision-making processes across the organization
• Work hand-in-hand with teams on survey design; develop a comprehensive survey design framework for GWI
• Work across GWI teams to put in place timelines and key data and analytics frameworks for core GWI products: Annual Report, Alumni Survey Findings, Program Performance Reports, etc.
• Lead teams across the organization on the design and execution of evaluation, monitoring, and other analyses to lead to impact assessment and actionable strategies:
• Partner with team leads to establish and measure success criteria
• Identify and coordinate data collection using scalable, repeatable, and measurable processes to maximize efficiency
• Curate, analyze, and present initial data findings to inform strategy and assess impact
• Attend key meetings, where appropriate, and analyze and present back findings
• Advise on data-generating team-specific and organizational initiatives

Data Management, Policy and Support

• Ensure data accuracy, completeness, consistency, and utility of data across all of GWI’s systems from point of collection and data hygiene to reporting, analysis, and decision-making
• Identify and find solutions for data gaps that limit GWI's ability to analyze critical aspects of its operations and impact through resources such as but not limited to third-party data sources or new data collection initiatives
• Create and enforce data policies that align with legal standards for privacy protection and data security (e.g., GDPR) and GWI's internal requirements
• Lead the development and management of standards for data integrity and access such as developing a “Data Dictionary” and “GWI Data Room” to provide verified organizational data and guidelines for data retention, sharing, reporting, and analytics
• Design training materials to improve data and system literacy across organization, partnering with the Chief Operating Officer

Technology Solutions Management

• Oversee integration and administration of GWI’s systems, including but not limited to Slate, Salesforce, Act-On, Google Drive, Brightspace and GWI’s Alumni Career Portal (Drupal site):
• Integration: Manage calendar and infrastructure for data transfers between systems
• Administration: Manage vendor and consultant relationships and billing
• Work with the Chief Operating Officer to determine any external support needed for technology oversight and management
• Develop and manage GWI’s technology budget, including contractors, customization and platform licenses
• Manage the use of consistent identifiers across systems to facilitate efficient data lookup and analysis
• Collaborate with cross-functional teams and platform leads to identify and address system requirements and improvements, recommending new technologies or systems and managing procurement as needed
• Lead and manage technology projects from initiation through completion or oversee external support, ensuring timely delivery and alignment with business needs
• Manage roles, scopes, and user access across systems, working closely with business process owners

ABOUT THE SUCCESSFUL CANDIDATE

The successful candidate will be accomplished in monitoring, evaluation and data strategies and methods with a combination of technical knowledge in program evaluation and systems management. They will bring strong relationship building skills in order to partner effectively and influence across the organization. They will be a passionate self-starter with attention to detail and expertise in ensuring data quality and organization-wide data integration.

Professional Experience

• Minimum of seven years of relevant work experience; experience in financial services, management consulting, or corporate strategy preferred
• Demonstrated skills in both quantitative and qualitative research and data analysis methods
• Proven experience developing and implementing data and system management strategies and methods
• Strong communication and presentation skills (verbal and written) and experience translating complex ideas into clear, easy-to-understand concepts including clear, concise and compelling PowerPoint presentations
• Excellent organizational and project management skills and demonstrated ability to prioritize and manage numerous projects at once as they evolve and change
• Demonstrated interpersonal skills and the ability to build relationships and collaborate across the organization at all levels of seniority
• Significant experience with Google Suite, Excel (including expert analysis, organizing, and formatting skills), PowerPoint, Salesforce, and project management software

Desired Skills

• Demonstrated ability to be proactive, take initiative, have a strong sense of urgency, and thrive in a fast-paced environment
• Proven expertise in system design, platform certification (i.e. Salesforce Certification), and SQL, R, and/or Stata
• Enthusiasm for building a new data and technology discipline within an organization
• Analytical, business-minded, and strategic with the ability to evaluate, form independent judgments, and think creatively
• Adaptable and self-directed with the flexibility to take on additional projects as needed by GWI staff
• Strong commitment to GWI’s mission with intellectual curiosity around investment management, market trends, and advancing women and non-binary folx

GIRLS WHO INVEST’S VALUES

Equity is the core value driving Girls Who Invest — it is the foundation of everything we do. We believe in:

• Diversifying investment teams to drive better outcomes and create meaningful impact
• Welcoming those who self-identify as women and gender non-binary
• Advocating fiercely for communities that have historically faced barriers to entry and advancement
• Utilizing ongoing education as a resource to help women thrive in an evolving investment landscape
• Accelerating careers through the power of community and connection
• Shaping the investment management industry to look more like the world around it
• Ensuring all who interact with GWI: scholars, alumni, board members and staff encounter an inclusive, respectful environment that welcomes each other’s unique skills and perspectives

COMPENSATION: Current compensation range expected: $105,000 - $120,000 per year. The starting pay will depend on a variety of factors that may include but are not limited to experience, education, training, and certification. GWI offers a strong and competitive benefits package.

Girls Who Invest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.