Summary
The data steward will be responsible for all aspects of manager data collection, a service to streamline and standardize the process for investment managers and consultants to collect and communicate product and account data. The user will monitor a dashboard that is accessible by both investment managers and consultants, allowing them to submit performance data for their shared clients. The data collection engine enhances the efficiency of data collection and reporting for the Confluence PARis platform.
The individual will work closely with custodial banks, asset managers and investment consultant clients. Strong communication skills, problem solving and a positive attitude are required.
Key Contributions
- Relationships: Work closely with asset managers and clients to procure data and expand the inventory of connections available through the platform. Navigate complex organizational structures to establish key relationships.
- Troubleshooting: Work closely with the data providers and clients to resolve data problems and field associated tickets in a timely manner.
- Collaboration: Assist our clients and data providers with training and authorization process to gain access to asset owner data.
- Reporting: Create reporting for senior management and stakeholders on accuracy, timeliness and insights into the data. Ensure data meets our client’s needs.
Technical Skills
- Financial market data understanding (stocks, bonds, indices, etc.)
- Knowledge of investment performance measurement
- Proficiency in Excel
- Ability to work with large datasets and ensure data quality
- Analytical, meticulous, and critical thinking
- Experience with custodial data and using it to report investment performance
- Data analysis and technical data skills
- Effective communication
- Relationship building
- Results oriented
- Conflict management
- Client support
Role Requirements
Education
- Bachelor’s degree in Finance, Accounting, Economics, IT, or equivalent experience required
Experience
- 5+ years of data analysis at a bank or other financial institution or performance reporting technology/data vendor
- Worked with or for an Investment Manager, Consultant or Asset Owner