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Mid-level data role in a metro with common skills increases competition despite niche investment specialization.
Requires deep investment accounting and platform experience, so background fit sensitivity is high.
Explicit 5–10 years and mandatory SQL, Python, BI, and investment platform experience implies high strictness.
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Manage and ensure accuracy of accounting-related investment data and investor information.
Lead business analysis and technology projects from requirements gathering through delivery, including process improvements for finance and operations.
Develop data stewardship practices including data quality controls, lineage validation, and build BI reports and dashboards to support finance initiatives.
5–10 years experience in finance, operations, or data roles within investment management.
Proficiency in SQL, Python, Jira, and BI tools such as Sigma Computing, Power BI, or Tableau.
Experience with investment management platforms like Allvue, Geneva, or similar.
Work Experience Required: 5–10 years relevant experience; Notice period: Not explicitly mentioned in the JD.
Experienced in implementing technology solutions and vendor integrations within investment management contexts.
Systems-oriented thinker capable of identifying and implementing scalable process improvements.
Strong cross-functional collaboration skills with the ability to prioritize in fast-paced environments and deep understanding of investment accounting and financial reporting.