Senior Data Associate to lead and support the daily activities of Operations for our investment banking client.

The Opportunity:

The Sr. Associate is responsible for leading and supporting the daily activities of Data Management Operations, ensuring robust stewardship across responsible data domains within the organization’s enterprise data sets. This role supports a team dedicated to delivering complete, accurate, and timely securities related information to downstream stakeholders, which is essential for critical reporting, analytics, and investment activities.

In addition, the Sr. Associate actively supports strategic enterprise, departmental, and team-level data initiatives; including consulting on, optimizing, and implementing data strategy initiatives, new applications, system enhancements, and process improvements to improve data quality and operational efficiency.

What you will do:

• Act as a data steward for enterprise security master, legal entities, market and reference data supporting Investments, Investment Operations, Risk and Performance Analytics, Financial Reporting and Compliance teams.
• Supervise critical data management related operations with a focus on ensuring designated datasets are available, reliable, complete, consistent and timely.
• Execute on key data related projects and initiatives, collaborating with Finance teams, Business Technology Support, and/or the Project Management Office; including analysis, testing, and production deployment activities.
• Initiate, lead, and manage process improvement initiatives for activities supporting our Enterprise Data Management Platform, Order Management System and/or Accounting Book of Record application.
• Develop, maintain, and recommend enhancements to key operational controls that strengthen oversight effectiveness and reduce operational risk.
• Ensure adequate and timely responses to escalated inquiries from Investment, Finance or Technology stakeholders
• Support daily team coverage of morning startofday and evening endofday activities to ensure operational continuity and issue resolution.
• Support talent management activities, including coaching, training, and learning and development
• Act as a direct strategic and operational resource to the Senior Manager and Director, exercising independent judgment on standard operational decisions. For more complex issues, provide senior management with clear, timely analysis and recommendations to support informed decision making.
• Lead the resolution of complex operational issues, identifying requirements and opportunities, and developing practical solutions and recommended courses of action.
• Ensure daily operating procedures are executed effectively, resolving issues as they arise and escalating significant matters to management as appropriate. Identify and recommend procedural enhancements to improve operational efficiency and effectiveness.
• Demonstrate strong leadership and supervisory capabilities to direct, coordinate, and prioritize the work of team members in support of daily operations.

What you will need:

• Relevant university degree (such as Finance, Business Administration, Commerce, Economics, Statistics and/or Computer Science)
• CFA, CPA, and/or other related Data designations are an asset
• Experience in data management (5 years or more)
• Knowledge and experience managing Security Master data within enterprise data management platforms and investment management systems; including MarkitEDM, Charles River, and SimCorp.
• Understanding of database concepts, applications, language (SQL) and capabilities within an Investment Data warehouse
• Strong proficiency in Microsoft 365 tools (Excel, PowerPoint, Visio) and data and analytics platforms, including PowerBI and Snowflake, with experience working with Financial data sets.
• Strong communication and influencing skills, with the ability to engage effectively with both internal and external stakeholders.
• Experience using Python and GitHub to analyze, validate, and automate processing of operational data and workflows
• Basic understanding of AI concepts, with hands-on experience in using AI tools and models for business applications. Familiarity with creating effective prompts, interacting with generative AI platforms
• Investment Operations Support; including the data management of equities, fixed income, derivatives and alternative assets within Investment Management systems
• Relationship management with third-party data vendors; including Bloomberg, Refinitiv, Standard & Poor’s, IHSMarkit, FIS and Managed Account Platforms
• Develop and deliver appropriately tailored presentations and materials for senior leadership and direct reports.
• Translate complex technical concepts into clear, business relevant language for business users and senior management.

Se