The ideal candidate understands how financial data supports investment decisions and
operations, can resolve complex data issues, and brings sound judgment to data
transformation and automation initiatives.
RESPONSIBILITIES
Domain Leadership & Client Partnership
Serve as a trusted market data expert; lead discovery discussions and translate business
challenges into clear requirements.
Market & Reference Data Expertise
Guide teams on financial instruments, data definitions, and market conventions to ensure
solutions reflect real-world investment workflows.
Data Quality & Governance
Define validation and reconciliation controls; resolve complex data issues and ensure
traceability, accountability, and appropriate data usage.
Solution & Automation Enablement
Partner with technology teams to shape practical solutions and define domain validation and
human oversight for automated workflows.
Delivery & Knowledge Leadership
Maintain the domain quality bar, support business validation, and mentor analysts and
delivery teams.
MUST-HAVE EXPERIENCE
10+ years in market data, reference data, enterprise data management, or
investment-data operations: significant experience within asset management,
investment banking, custody, financial-data providers, or specialist consulting.
Strong financial-instrument and investment-workflow knowledge: depth in fixed
income and credit, with working familiarity across additional asset classes and an
understanding of how data supports research, portfolio management, risk, and
operations.
Market-data vendor fluency: hands-on experience interpreting and working with
datasets from providers such as Bloomberg, LSEG, ICE, S&P Global, Moody's, Fitch,
or MSCI.
Market and reference data expertise: pricing, instrument terms and conditions,
issuer relationships, security identifiers, classifications, ratings, benchmarks, and
corporate actions.
Data-quality and control experience: validation, reconciliation, exception
management, root-cause analysis, lineage, and auditability.
Business analysis and solution-delivery experience: ability to turn ambiguous
needs into precise requirements, business rules, and testable acceptance criteria.
Hands-on analytical capability: SQL for data investigation, strong spreadsheet
skills, and the ability to review data specifications and mappings with technical
teams.
Stakeholder engagement and communication: confidence facilitating workshops,
explaining complex data issues, and guiding decisions across business and
technology teams.
Sound data-governance judgment: working awareness of ownership, permitted
usage, entitlements, and escalation to the appropriate policy or contractual owners.
Bachelor's degree in a relevant discipline, or equivalent professional
experience.
PREFERRED EDGE
Experience implementing or operating enterprise data management, security-master,
or investment-data platforms.
Familiarity with major portfolio and risk platforms such as Aladdin, Charles River,
SimCorp, or equivalent systems.
Private-markets and complex-instrument exposure, including private credit, private
equity, loans, or OTC derivatives.
Experience with ESG, fundamentals, estimates, indices, benchmarks, or institutional
investor data.
Practical involvement in AI-assisted extraction, classification, matching, enrichment,
or data-quality workflows.
Familiarity with Python, cloud data platforms, APIs, and modern data-management
tooling.
CFA, FRM, or a relevant data-management qualification.
