Analytics Solutions Associate - Client Data Management
About The Position
If you are passionate about modernizing firmwide party data and turning complex processes into clear, compliant, user-friendly guidance that improves client onboarding and day-to-day operations, this is the team for you. Party Reference Data is a firmwide function that supports all lines of business, and the work is foundational to the transactions our clients rely on. As a Client Data Management Procedure and Access Controls Associate within Party Reference Data, you will support the full lifecycle of party data by enabling accurate, compliant data maintenance. You will learn and interpret new processes quickly, then draft and maintain clear procedures and “how-to” guidance to help teams execute data requests within service targets and control standards. You will support access governance by reviewing user entitlements and helping ensure only appropriately authorized users can update client data. You will act as a subject matter resource for data maintenance transaction types, supporting users during process and tooling changes. You will maintain internal and self-service knowledge resources, including process documentation, frequently asked questions, and curated links to help stakeholders navigate onboarding and maintenance workflows.
Requirements
- Experience supporting reference data operations, including data maintenance workflows and data quality considerations.
- Proficiency in data analysis and advanced Microsoft Excel, with working knowledge of PowerPoint and Alteryx
- Strong written and verbal communication skills, including the ability to translate analysis into clear updates for partners and leaders.
- Demonstrated ability to prioritize and manage multiple deliverables concurrently while meeting deadlines and quality expectations.
- Minimum of 3 years of related experience in project management and financial services.
- Bachelor’s degree or equivalent work experience
- Demonstrated ability to interpret processes and produce clear written procedures that support accurate, compliant execution.
- Demonstrated ability to build stakeholder relationships and drive alignment on key decisions
- Ability to work effectively under pressure in a deadline-driven environment.
- Demonstrated accountability, including owning issues through resolution and escalating when appropriate.
Nice To Haves
- Knowledge of the TSX application and its impact on client onboarding and Client Data Management processing.
- Familiarity with agentic workflows and process automation concepts.
- Familiarity with Aurora.
Responsibilities
- Learn new and evolving processes quickly, then draft, update, and maintain clear, compliant procedures that enable Client Data Management to execute data maintenance requests accurately, within service-level commitments, and in alignment with compliance guidelines.
- Review application entitlements for client and account data to help ensure only appropriately authorized users can modify client data and to prevent unauthorized changes.
- Provide backup administration coverage for user-access requests, including timely fulfillment and ongoing access maintenance.
- Serve as a subject matter expert on data maintenance transaction types and end-to-end “how-to” guidance, supporting users during migration to a new front-end intake experience.
- Respond to front- and middle-office inquiries by providing accurate, timely procedural guidance grounded in current data maintenance processes.
- Build and maintain an internal knowledge page with controlled procedure documentation and supporting artifacts.
- Create and curate self-service content for users, including frequently asked questions, process guidance, and links to approved processing resources.
- Develop an end-to-end understanding of the client onboarding lifecycle to identify and address process gaps that impact data maintenance outcomes.
- Advise stakeholders on party data types, maintenance nuances, and the most effective approach to achieve onboarding and data outcomes.
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
