Senior Lead, Investment Accounting Data & Operations
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Hybrid role requiring three days per week in the Hudson Yards, New York City office and two days working from home; applicants must be legally authorized to work in the United States without current or future employer sponsorship.
Salary: $86,210–$141,635 base pay, with potential eligibility for annual, sales, or other incentive compensation.
Company
provides insurance and financial services and supports professional development, well-being, inclusion, and community-building initiatives.
What you will do
- Oversee security master setup, maintenance, investment reference data governance, and data quality controls.
- Partner with investment, operations, accounting, technology, reconciliation, and reporting teams to onboard investment products and maintain data consistency across platforms.
- Investigate and resolve data quality exceptions, reference data issues, operational discrepancies, and root causes.
- Lead operational governance, including metrics reporting, issue management, escalation processes, documentation, procedures, and governance frameworks.
- Support platform implementations, system enhancements, testing, business transformation, and operating model initiatives.
- Identify opportunities to improve efficiency, automate manual processes, and strengthen the control environment.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Economics, Information Systems, or a related field.
- 5+ years of experience in investment operations, investment accounting, data management, capital markets, asset management, financial services, or related areas.
- Prior leadership or team management experience, including staff oversight, development, and accountability.
- Strong understanding of investment products, including fixed income, equities, private markets, or alternative investments.
- Experience with operational controls, reconciliations, data governance, and process improvement.
- Strong analytical, problem-solving, communication, and organizational skills.
- Ability to manage multiple priorities and collaborate across business and technology functions.
- Legal authorization to work in the United States without employer visa sponsorship now or in the future.
Nice to have
- Familiarity with investment platforms, data repositories, portfolio management systems, and reporting tools.
- Advanced proficiency with Microsoft Office applications, including Excel, Power BI, PowerPoint, and related analytics tools.
- Experience supporting technology implementations, data transformation initiatives, or operating model enhancements.
- Knowledge of automation, data analytics, artificial intelligence tools, and emerging technologies in investment operations.
Culture & Benefits
- Hybrid work arrangement with three office days and two work-from-home days each week.
- Full-time employees are eligible for company benefits, including contemporary, supportive, flexible, and inclusive benefits and resources.
- Professional development through skill-building, leadership development, and philanthropic opportunities.
- Work environment focused on well-being, inclusion, ethical standards, and community-building.
- Guardian may use AI tools for preliminary application screening; applicants may opt out by requesting an alternative process within ten business days of applying.
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