Security Master Business Analyst

Atlas Search; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Atlas Search is seeking a hands-on Security Master Business Analyst (Consultant) to join the Data Services team in New York City. You will gather requirements, profile and validate securities data, and drive testing and validation across implementation phases.

The role sits at the intersection of business and technology, ensuring data accuracy, completeness, and governance throughout the project lifecycle. A strong SQL and Excel background is essential.

Qualifications

• 5+ years as a business/data analyst in financial services.
• Direct experience with security master data and related workflows (security setup, reference data maintenance, pricing, or classification).
• Strong hands-on SQL for large datasets.
• Advanced Excel with pivots, lookups, and large-scale data comparison.
• Excellent written and verbal communication skills.

Responsibilities

• Gather and document business and functional requirements from stakeholders.
• Perform data analysis to profile, reconcile, and validate securities reference data across sources.
• Define and execute test plans, test cases, and validation scripts.
• Document current and future-state data flows, mappings, and business rules.
• Identify data quality issues and partner with tech to remediate.
• Support data migration and cutover activities.
• Collaborate with vendors and internal teams to resolve data mapping issues.
• Prepare status reports for stakeholders and senior management.
• Contribute to ongoing data governance and quality standards.

Skills

SQL proficiency

Advanced Excel

Data profiling & reconciliation

Requirements gathering

Communication

Test planning & QA

Education

Bachelor's degree in finance, business, information systems, or related field

Tools

JIRA

Confluence

Job description

Security Master Business Analyst (Consultant)

A leading global alternative investment manager headquartered in New York City is seeking a Security Master Business Analyst (Consultant) to join its Data Services team as a key contributor to a firm-wide security master implementation project.

This is a hands-on role for someone who thrives in a fast-paced, detail-driven data environment. You'll sit at the intersection of business and technology — gathering requirements, running deep data analysis, and ensuring the accuracy and integrity of securities reference data through rigorous testing and validation.

Responsibilities:

• Serve as a key business analyst on the firm's security master implementation, gathering and documenting business and functional requirements from stakeholders across Data Services, Technology, and Operations
• Perform deep, hands-on data analysis using SQL and Excel to profile, reconcile, and validate securities reference data across source systems and the target security master platform
• Define and execute test plans, test cases, and validation scripts to confirm data accuracy, completeness, and integrity throughout implementation phases (unit, integration, UAT)
• Document current- and future-state data flows, mapping specifications, and business rules governing security master workflows (security setup, data enrichment, exception management, golden-source determination)
• Identify data quality issues and discrepancies, perform root-cause analysis, and partner with technology teams to design and validate remediation
• Support data migration and cutover activities, including reconciliation between legacy and new systems
• Collaborate with vendors, data providers, and internal technology teams to resolve data mapping and integration issues
• Prepare clear, concise documentation and status reporting for project stakeholders and senior management
• Contribute to the development of ongoing data governance and quality control standards for securities reference data

Requirements:

• 5+ years of experience as a business analyst, data analyst, or similar role within a financial services organization (asset management, private equity, hedge fund, or investment bank preferred)
• Direct experience with security master data and related workflows — security setup, reference data maintenance, corporate actions, pricing, or classification data
• Strong hands-on SQL skills for querying, profiling, and reconciling large data sets
• Advanced Excel skills, including pivot tables, lookups, and large-scale data comparison and manipulation
• Demonstrated experience with data testing, validation, and quality assurance in the context of a system implementation or data migration
• Strong written and verbal communication skills, with the ability to translate technical data issues into business terms and vice versa
• Bachelor's degree in finance, business, information systems, or a related field

Nice to have:

• Experience with security master platforms (e.g., GoldenSource, Bloomberg AIM/DL, Eagle STAR/PACE, SimCorp, Charles River, Markit EDM, or similar)
• Familiarity with financial instrument types across asset classes (equities, fixed income, derivatives, private/illiquid assets)
• Experience with data governance, lineage, or data quality tooling
• Exposure to Agile project delivery methodologies (JIRA, Confluence, or similar)
• Prior experience supporting a data services or reference data implementation project from requirements through go-live