Lead Financial Data Associate
Core
Monitoring and maintaining asset data for clients, acting as content experts on security master, reference data, asset classes, corporate actions, cash flows, analytics, pricing, and derivatives.
Role type
Lead Financial Data Associate (Reference Data & Asset Data Management)
Builds
Reference data processes, strategies, and governance policies for investment data
Domain
Financial Services / Asset Management / Reference Data
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
SQL, Microsoft Office (Excel), business intelligence solutions, financial instruments knowledge, accounting concepts, reference data strategy development, team mentorship, data validation, root cause analysis
Preferred skills
Front-office operations understanding, industry event representation, cross-functional collaboration
Technologies
SQL, Microsoft Office, Business Intelligence solutions
Responsibilities
Validate investment data against market sources, maintain relationships with data providers and clients, oversee reference data team and governance policies, develop and implement reference data processes, collaborate with stakeholders on data needs, resolve complex reference data issues
Seniority
Senior, hands-on IC with mentorship responsibilities
