Data Management Associate - Asset Management

Strategic Thinker:

You are a strategic thinker passionate about driving solutions in Data Management. You have found the right team.

As a Data Management Professional within our dynamic team you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities:

- Support the Asset Management Data Warehouse platform with ongoing business support and process engineering initiatives.

- Troubleshoot issues using critical thinking and identify innovations that add value to the business and team.

- Provide deep knowledge of application/data warehouse functionality and requirements across stakeholders.

- Participate in workshops, planning, and execution activities across the delivery lifecycle.

- Analyze data architectures to understand data flows and implement effective data management techniques.

- Execute data wrangling, UATs, bulk uploads, and monitoring/reconciliation of data feeds to ensure smooth system transitions.

- Plan oversight and control management and use of data and data-related sources/applications (e.g., CRM systems and other client data applications).

- Oversee conceptual, logical, and physical data models that conform to standards and conventions.

- Establish and enforce policies for data acquisition, rationalization, maintenance, and modifications for internal and external data sources.

- Implement proactive data quality controls to address inconsistencies/discrepancies and eliminate root causes.

- Translate system/business requirements into specifications and design documents, manage releases to enhance solutions, and partner with Technology/vendors through design, build, test, and implementation.

Required qualifications, capabilities and skills:

- Have a minimum of 5 years of experience in a Data Management (or similar) role with knowledge of sales processes.

- Demonstrate experience with databases and data analysis software.

- Apply proficiency in SQL, Python, BO, and Alteryx.

- Analyze large datasets, summarize findings, and recommend feasible solutions.

- Explain complex ideas and methods clearly to business partners.

- Bring a strong academic background with established analytical, programming, and technical skills.

- Maintain high attention to detail.

- Work with an industry-recognized Customer Relationship Management platform.

Preferred qualifications, capabilities and skills:

- Hold an MBA (Finance) or Engineering background.

- Possess certifications in Customer Relationship Management, Data Management, and/or Business Intelligence.

- Bring experience with Salesforce.com.

- Understand the Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts).

- Demonstrate a proactive, detail-oriented problem-solving approach that adds value to existing functions.

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