Onboarding Data Architect, AVP
Core
Configuring equity administration software and managing data migration for corporate client onboarding projects.
Role type
Senior IC data architect (equity administration)
Builds
Equity administration platforms and client onboarding workflows
Domain
Financial services / Equity compensation
Required skills
Data migration, software configuration, project management, data formatting, system analysis, stakeholder coordination, quality control, process improvement, advanced Excel, agile methodologies
Preferred skills
Equity and employee benefit plan knowledge, CEP certification, Shareworks certification
Technologies
Morgan Stanley at Work equity administration software, Shareworks, Excel
Responsibilities
Configures equity administration software based on client requirements, prepares and validates client data for platform upload, coordinates with onshore stakeholders on technical queries, performs configuration reviews and end-to-end testing, analyzes existing processes to identify improvement opportunities, ensures documentation completeness
Seniority
Senior, hands-on IC