Asset Management Private-Data Management & Controls Operations -Dallas-Associate
About The Position
The Asset and Wealth Management Division (AWM) team is seeking an Associate to join the Data Management & Controls Operations organization offering dedicated support for the high growth investing business within AWM. This is an exceptionally diverse role that entails collaboration with Global Investing, Strategists, Engineering, Controllers, Legal, Risk, Credit, Tax, Compliance & across Operational groups to facilitate business that is multi-asset, dynamic and bespoke. The Data Management & Controls Operations team members are responsible for ensuring timely, complete and accurate data across all investing products to facilitate business and regulatory reporting. Data Management & Controls Operations will be a new organization in AWM and will drive the creation of a data quality program and governance strategy to improve the reliability of data. Data Management & Controls experts will be responsible for overseeing the administrative aspects of an investment from start to finish. The scope of the role and team is expected to evolve and expand as functions transfer into the team and underlying infrastructure and organizational change occur.
Requirements
- Bachelor’s degree with a minimum of 4-8 years of experience in financial services, preferably in a Data Management & Controls role
- Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
- Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience
- Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities
- Flexible and able to work well under pressure in a team environment
- Strong knowledge or prior experience in an Operations role
Responsibilities
- Data entry, data cleansing, checking and standardization for investment date into relevant platforms
- Identify and resolve historical and current data breaks
- Implement daily monitoring and governance models to ensure timely, complete and accurate data capture across the investing lifecycle
- Analyze root causes and implement logic to eliminate reoccurrence
- Synthesize data into lists, reports and visualizations
- Create data lineage
- Collaborate with cross functional teams to design and improve data infrastructure
- Establish gating controls, management reporting and escalation protocols
- Leverage your skills to decompose complex structured transactions and propose creative, robust operational solutions
- Complete deal closing checklist to ensure all required documents collected and appropriate steps taken for successful closure and completion of transaction
- Face off with senior stakeholders and drive and execute on priorities
- Exhibit excellent judgement & problem-solving skills, particularly in the context of a new team with or without existing precedents
- Help to lead and drive the strategic Data Management & Controls agenda across Asset Management Private, including the design, implementation and ongoing enhancement of a robust, scalable data architecture
- Champion data governance and controls to ensure data quality, integrity and compliance with regulatory and internal standards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
