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Strong brand, metro location, common mid-level data role with 3-5 years increases competition.
Core data operations skills are transferable, but distribution/asset-management domain knowledge raises sensitivity.
Explicit 3-5 year requirement plus SQL, Excel, and data-quality skills make filters moderately strict.
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Own day-to-day data operations for Distribution including client data updates, CRM/MSD ticket support, AUM/flow validation, and data corrections.
Ensure data quality through audits, reconciliations, metadata maintenance, and process documentation supporting BAU and projects.
Bridge business users, source systems, and analytics consumers by maintaining accurate, traceable, and well-documented distribution data fit for sales, marketing, reporting, and AI/BI use.
3-5 years of experience in data management or operations, preferably in financial services or asset management.
Bachelor’s degree preferred in engineering, computer science, information systems, business analytics, finance, or related field.
Proficiency in SQL (basic to intermediate) and advanced Microsoft Excel skills required.
Experience with CRM platforms, ticketing workflows, data quality support, and UAT activities required.
Experienced in financial or asset management data operations with strong analytical problem-solving skills.
Comfortable communicating technical data issues clearly to business stakeholders and facilitating cross-functional collaboration.
Proactive in identifying process inefficiencies and suggesting practical improvements to reduce manual work and improve data accuracy.