Investment Data & Operations Senior Lead

Oliver James Group; New York (NY); Hybrid; USD 150,000 - 230,000; Full time

Job summary

Oliver James Group seeks an Investment Data & Operations Senior Lead in New York, NY. This role combines data governance, security master and investment reference data operations across asset classes, and collaboration with front, middle, and back-office teams to support new product launches and platform enhancements.

You will drive automation, monitor data quality, develop governance frameworks, and maintain policies and documentation to ensure robust operational control in life insurance and

Qualifications

• Bachelor's degree required.
• Experience in investment operations, investment accounting, reference data, or securities operations.
• Strong understanding of investment instruments, security master processes, and data governance practices.

Responsibilities

• Lead security master and investment reference data operations across multiple asset classes.
• Establish and enhance data governance standards, controls, and data quality monitoring processes.
• Partner with business and technology stakeholders to support new product launches, portfolio changes, and platform enhancements.
• Investigate and resolve data exceptions, operational issues, and control gaps.
• Support system implementations, business transformation programs, and testing activities.
• Drive process automation, operational improvements, and scalability initiatives; develop metrics, reporting, and governance frameworks.

Skills

Investment ops

Data governance

Automation

Cross-functional collaboration

Investment accounting

Education

Bachelor's degree

Tools

ePAM

Aladdin

Clearwater

Job description

Investment Data & Operations Senior Lead Life Insurance | New York, NY | Hybrid (3 Days in Office)

Key Responsibilities

• Lead security master and investment reference data operations across multiple asset classes
• Establish and enhance data governance standards, controls, and data quality monitoring processes
• Partner with business and technology stakeholders to support new product launches, portfolio changes, and platform enhancements
• Investigate and resolve data exceptions, operational issues, and control gaps
• Support system implementations, business transformation programs, and testing activities
• Drive process automation, operational improvements, and scalability initiativesDevelop metrics, reporting, and governance frameworks to monitor operational effectiveness
• Maintain policies, procedures, and documentation supporting investment operations and data management

What We're Looking For

• Bachelor's degree in a related discipline.
• Experience in investment operations, investment accounting, reference data, or securities operations
• Strong understanding of investment instruments, security master processes, and data governance practices
• Proven ability to collaborate across front, middle, and back-office functions
• Experience improving controls, automating processes, and supporting technology or data transformation initiatives
• Significant investment accounting experience, ideally within life insurance, annuities or the broader insurance sector.
• Experience with platforms such as ePAM, Aladdin, Clearwater or comparable systems; implementation or migration experience is a plus.

Location & Compensation

Location: New York, NY.

Working model: Hybrid, three days per week in the office.

Level: Senior Lead.

Compensation: Competitive base salary and incentive compensation, commensurate with experience.