Data Advisor II
About The Position
The Product Master File department is seeking a Data Advisor to serve as a subject matter expert in security reference data and pricing operations. The role owns critical business processes, supports data quality and integrity, coordinates workflow execution, and contributes to strategic initiatives across the department and firm. It requires understanding securities data, operational workflows, system interdependencies, and downstream business impacts. The associate independently analyzes complex issues, makes informed decisions, identifies risks, and partners with stakeholders to drive solutions. As a data owner for assigned areas, the associate builds expertise, influences outcomes, identifies improvement opportunities, and helps ensure the accuracy and reliability of data used throughout the firm. Candidates within a commutable distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office three days per week before June 1, 2026, preferably Tuesday through Thursday. Effective June 1, 2026, those candidates are expected to work in the office four days per week.
Requirements
- At least 4 years of experience in a financial services environment or equivalent.
- Knowledge of complex systems and system interdependencies within Operations.
- Industry knowledge and skills related to products, services, and processes.
- Experience leveraging Microsoft Power Platform tools, including Power BI and Power Automate, to deliver insights and automate workflows for financial and securities data.
Nice To Haves
- A bachelor's degree or relevant work experience is preferred.
- Experience with SQL, database querying tools, data analysis, or reporting tools is preferred.
Responsibilities
- Own and execute designated security reference data and pricing processes, ensuring accuracy, completeness, timeliness, and adherence to established controls.
- Coordinate workflow execution, balance priorities, and provide mentoring and guidance to department associates.
- Develop expertise in Product Master File functions and understand the upstream and downstream impacts of security data across firm platforms, operational processes, and client-facing applications.
- Participate in and lead departmental and cross-functional projects supporting operational transformation and modernization.
- Monitor, analyze, and resolve complex security data, pricing, and processing exceptions; identify root causes and opportunities for risk mitigation.
- Partner with business, technology, and vendor teams on strategic initiatives, testing, production implementations, and issue resolution.
- Serve as a subject matter expert for security reference and pricing data, guiding stakeholders on business rules, data standards, and operational processes.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision coverage
- Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
- Short- and long-term disability coverage
- Basic life and basic AD&D coverage
- 401(k) retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning on January 1 of each year
- Sick time
- Personal days
- Paid day for volunteerism
- Associates may be eligible for bonuses and profit sharing
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
