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Tier-1 brand, mid-level generalist data role, and metro hybrid posting increases applicant competition.
Role requires finance market-reference data, corporate actions and valuation knowledge, limiting cross-industry transferability.
Explicit 3-6 years plus mandatory Alteryx and advanced SQL create strict technical and domain filters.
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Manage and ensure accurate daily processing of Data Mastering exceptions including Security, Pricing, and Benchmarks.
Support valuation requests, security creation, and resolve data quality issues while collaborating with cross-functional teams including Investment Operations, Portfolio Managers, and IT.
Lead and contribute to automation projects involving Tableau Dashboards, ETL solutions, SQL queries, and maintain data operations efficiency and compliance with audit and security requirements.
Bachelor's degree or MBA with concentration in finance or accounting.
3-6 years of experience in financial services, preferably with market reference data experience.
Advanced knowledge of SQL (Microsoft SQL Server) and experience with Alteryx including remediation of Alteryx workflows is mandatory.
Familiarity with Microsoft Office; experience with reporting tools like Power BI or Tableau and basic scripting/programming knowledge (e.g., Python) preferred but not mandatory.
Experienced in managing data operations within financial services with solid understanding of security, pricing, corporate actions, and data governance.
Comfortable working independently on automation and process improvement projects involving SQL, ETL, and data visualization tools in a hybrid work environment.
Strong communicator capable of collaborating across departments including portfolio management, technology, and operations, with detail-oriented and compliance-focused approach.