Data Management Analyst

Pacific Executive Search; Los Angeles (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

Pacific Executive Search is seeking a data operations specialist in Southern California to safeguard the integrity of fixed income and private credit data. You will collaborate with cross-functional teams, perform daily data validation, and support data governance initiatives enabling accurate investment decisions.

Ideal candidates have 1–3 years in security master setup or reference data, strong SQL/Excel skills, and a keen eye for data quality, with ability to translate complex issues for

Qualifications

• Bachelor’s degree in Finance, Economics, CS, Engineering, Mathematics, or related discipline.

Responsibilities

• Manage and update security master records for instruments including loans, bonds, and structured credit.

Skills

SQL

Excel

Python

Communication

Education

Bachelor's degree in Finance, Economics, CS, Engineering, Mathematics

Tools

Tableau

Power BI

Job description

Embedded within a specialized investment firm managing a multi-billion-dollar credit portfolio, this position centers on safeguarding the integrity of complex fixed income and private credit data. The role offers direct collaboration with cross-functional teams in Southern California, providing hands‑on experience in security master data management and operational workflows that underpin critical investment decisions. Candidates with a background in financial services operations and a keen eye for data accuracy will find this an engaging challenge in a high‑expectation environment.

Responsibilities:

• Manage and update security master records for a diverse range of instruments including bank loans, bonds, and structured credit products throughout their lifecycle.
• Conduct daily data validation routines to confirm the accuracy and completeness of information sourced from internal systems and external vendors.
• Investigate and resolve discrepancies in reference data, coordinating with trading, accounting, risk, and compliance teams to maintain data consistency.
• Support the enhancement and testing of data management tools, working alongside technology and operations to uphold data governance standards.
• Drive automation efforts by leveraging scripting and AI tools to streamline data workflows and reduce manual interventions.
• Execute operational projects focused on improving data quality and contribute to broader data modernization initiatives across the firm.

Qualifications:

Must-Have:

• Bachelor’s degree in Finance, Economics, Computer Science, Engineering, Mathematics, or a related discipline.
• 1 to 3 years of experience in security master setup, reference data management, investment operations, or middle office functions within asset management, hedge funds, fund administration, custodians, or financial data providers.
• Solid understanding of fixed income instruments such as loans, bonds, structured products, and private credit.
• Proficiency in SQL and Excel for data extraction, validation, and reporting tasks.
• Exceptional attention to detail with a demonstrated commitment to maintaining data integrity and resolving data issues efficiently.
• Strong organizational skills and the ability to manage multiple priorities under tight deadlines.
• Effective communicator capable of translating complex data issues for non-technical stakeholders.

Nice-to-Have:

• Experience with scripting languages such as Python or familiarity with business intelligence tools like Tableau or Power BI.
• Exposure to private equity or alternative investment data environments.
• Knowledge of investment management platforms and data vendors including Bloomberg, FactSet, or Markit.
• Interest in applying automation and AI technologies to enhance operational efficiency.