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* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *100% of the time, you'll be working in a hybrid environment. This means you'll be in the office 4 days a week and have the flexibility to work remotely 1 day a week. This approach is designed to foster collaboration and maintain our strong culture while providing flexibility. We believe that in-person interactions are essential to our community and culture, and this hybrid model supports our mission to deliver investment excellence.

Requirements

• 7+ years of experience in financial industry with strong understanding of portfolio accounting, investment operations, and IBOR concepts.
• Bachelor’s degree in Business Management, Computer Science, Engineering is must
• Experience with gathering functional requirements, developing specifications, test plans and test executions.
• Experience with design and development
• Advanced SQL and database troubleshooting skills
• Experience working in an Agile/SCRUM development process
• Experience with business process visualization tools
• Excellent written, verbal communication and presentation skills.
• Excellent analytical and problem skills.
• Demonstrate strong client focus and relationship management skills.
• Willingness to learn and work as part of a global team
• Willingness to work independently in an energetic, fast-paced, business-critical and team oriented-environment. Committed to deliver project on time and overcome obstacles.
• A strong team player, with ability to work in collaboration across teams.
• Strategic and AI mindset; strong work ethic
• Intellectual curiosity and interest to learn independently and from peers

Nice To Haves

• Hands-on experience with Python (or another programming language) is highly desirable
• Having a CFA charter or progress towards a CFA charter is a plus

Responsibilities

• Work directly with Data Consumers and producers while supporting IBOR (Investment Book of Records) platform.
• Analyze reconciliation breaks between IBOR and upstream/downstream systems.
• Perform detailed analysis using SQL, logs, application monitoring tools
• Focus on data support to ensure the data used by our Investment professionals is accurate and updated in a timely manner.
• Collaborate closely with offshore colleagues and ultimately act as a point of escalation
• Monitor and maintain data quality across internal systems and databases
• Respond to data-related queries and troubleshoot issues from business users
• Perform data validation, cleansing, and reconciliation tasks
• Assist in the creation and maintenance of reports and dashboards
• Collaborate with cross-functional teams to understand data requirements
• Document data processes and contribute to process improvement initiatives
• Support the onboarding of new data sources and system enhancements
• Ensure quality of product by enforcing high standards in testing and building audit/validation controls
• Act as an escalation point person for support issues that require detailed analysis and management
• Provide regular status reporting and issue tracking
• Being an adaptable, self-motivated learner with a willingness to take ownership of various projects to support in fast-paced environment
• Provide hands-on implementation of process improvements involving internal and external data pipeline, investment process efficiency, and simplifying investor workflow.
• Understand key business challenges /opportunities and be able to originate ideas on how systems can help in areas.
• Partner with development teams and business analysts to solve more complex problems and help document solutions for future reuse
• Assist with the integration of AI technologies into GDAS support processes.
• Engage in proactive problem-solving and continuous improvement of data support methodologies.
• Utilize SQL, prompt engineering, generative AI technologies, Python, and GraphQL to support and enhance data processes.
• Identify use cases where AI and automation can improve incident detection, triage, knowledge reuse, and operational efficiency while maintaining strong controls and compliance.
• Hands-on experience with AI-powered tools (e.g., LLMs, copilots, chatbots, workflow automation platforms) in a business or support environment
• Familiarity with prompt engineering and evaluating AI output quality, accuracy, and risk
• Champion AI as a force multiplier and amplifier for the team—standardizing patterns, integrating AI into day‑to‑day workflows.
• Partner with enterprise AI, data, and technology teams to pilot, scale, and continuously refine AI‑enabled solutions (e.g., intelligent monitoring, summarization of incidents, automated reporting, knowledge base generation).
• Demonstrated use of GenAI-assisted tools (e.g., GitHub Copilot, Claude Code)

Benefits

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

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