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Mid-level experience, metro location, and a reputable employer create moderate candidate competition.
Technical data skills transfer across industries, but distribution and asset-management domain preference raises sensitivity.
Explicit 3-5 years plus mandatory SQL, Excel, and domain experience enforces moderate filtering.
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Own day-to-day data operations for Distribution, including client data updates, CRM support, and AUM/flow validation.
Maintain data quality and process controls via audits, reconciliations, metadata upkeep, and SOP documentation.
Bridge business users and technical teams by ensuring accuracy, traceability and usability of distribution data for sales, marketing, reporting, and AI/BI use.
3-5 years of experience in data management or related operations, preferably in financial services or asset management.
Bachelor’s degree in engineering, computer science, information systems, business analytics, finance, or related field preferred.
Basic to intermediate SQL skills and advanced Microsoft Excel proficiency.
Experience with CRM platforms, ticketing workflows, and supporting data quality/UAT activities.
Experienced in hands-on data operations with strong analytical and problem-solving skills in financial or sales operations contexts.
Able to communicate technical information clearly to business stakeholders and collaborate across functions.
Proactive in identifying process improvements to reduce manual work and enhance data accuracy.