Senior Lead, Investment Accounting Data & Operations

Guardian Life Insurance • New York, NY

3d • Hybrid

About The Position

The Senior Lead, Investment Accounting Data & Operations leads investment data governance, security master operations, and related operational controls. The role ensures accurate, consistent, and timely investment reference data for front-, middle-, and back-office activities. It partners with investment, operations, accounting, technology, and data management stakeholders to maintain data quality, support platform implementations, and drive process improvements. The position contributes to operational efficiency, stronger controls, and the organization's investment operations infrastructure.

The role is hybrid, with three days in the Hudson Yards, New York City office and two days working from home. Guardian describes its workplace as supportive, flexible, and inclusive, and offers skill-building, leadership development, and philanthropic opportunities. Benefits apply to eligible full-time employees; the job posting does not specify particular benefits.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, Economics, Information Systems, or a related field.
• At least 5 years of experience within investment operations, investment accounting, data management, capital markets, asset management, or financial services.
• Prior leadership or team management experience, with responsibility for oversight, development, and accountability of staff.
• Strong understanding of investment products, including fixed income, equities, private markets, or alternative investments.
• Demonstrated 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 effectively across business and technology functions.
• Must be legally authorized to work in the United States without requiring employer sponsorship now or in the future.

Nice To Haves

• Familiarity with investment platforms, data repositories, portfolio management systems, and reporting tools.
• Advanced proficiency with Microsoft Office applications, including Excel and PowerPoint, Power BI, 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 within investment operations.

Responsibilities

• Oversee security master setup, maintenance, and data governance processes to ensure accurate and complete investment reference data.
• Establish and maintain data quality controls, monitoring processes, and operational governance standards.
• Partner with investment, operations, accounting, and technology teams to onboard new investment products and support changes to existing portfolios.
• Investigate and resolve data quality exceptions, reference data issues, and operational discrepancies.
• Collaborate with reconciliation, accounting, and reporting teams to resolve issues and maintain data consistency across platforms.
• Lead operational governance activities, including metrics reporting, issue management, root cause analysis, and escalation processes.
• Support platform implementations, system enhancements, testing activities, and business transformation initiatives.
• Identify opportunities to improve operational efficiency, automate manual processes, and strengthen the control environment.
• Develop and maintain documentation, procedures, and governance frameworks supporting investment operations and data management activities.

Benefits

• Guardian states that benefits and resources are available to eligible full-time employees; specific benefits are not listed in the posting.
• Skill-building, leadership development, and philanthropic opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior