Senior Investment Data & Operations Leader

Guardian; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Guardian is seeking a senior data governance leader to oversee investment reference data, quality controls, and governance standards in a hybrid NYC office. You will collaborate across investment, operations, accounting, and technology teams to onboard products and resolve data issues.

The role requires 5+ years in investment operations or data management, strong product knowledge, and proven leadership. You will drive process improvements and maintain documentation for governance frameworks.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, Economics, Information Systems, or a related field.
• 5+ years of experience within investment operations, investment accounting, data management, capital markets, asset management, or financial services.
• Prior leadership or team management experience with responsibility for oversight, development, and accountability of staff.
• Strong understanding of investment products, including fixed income, equities, private markets, or alternative investments.
• Demonstrated experience with operational controls, reconciliations, data governance, and process improvement.
• Strong analytical, problem-solving, communication, and organizational skills.
• Ability to manage multiple priorities and collaborate effectively across business and technology functions.

Responsibilities

• Oversee security master setup, maintenance, and data governance processes to ensure accurate and complete investment reference data.
• Establish and maintain data quality controls, monitoring processes, and operational governance standards.
• Partner with investment, operations, accounting, and technology teams to onboard new investment products and support changes to existing portfolios.
• Investigate and resolve data quality exceptions, reference data issues, and operational discrepancies.
• Collaborate with reconciliation, accounting, and reporting teams to support issue resolution and maintain data consistency across platforms.
• Lead operational governance activities, including metrics reporting, issue management, root cause analysis, and escalation processes.
• Support platform implementations, system enhancements, testing activities, and business transformation initiatives.
• Identify opportunities to improve operational efficiency, automate manual processes, and strengthen the overall control environment.
• Develop and maintain documentation, procedures, and governance frameworks supporting investment operations and data management activities.

Skills

Data governance

Data quality

Analytical thinking

Project leadership

Cross-functional collaboration

Education

Bachelor's degree in a related field

Tools

Excel

Power BI

PowerPoint

Job description

Guardian is seeking a senior data governance leader to oversee investment reference data, quality controls, and governance standards in a hybrid NYC office. You will collaborate across investment, operations, accounting, and technology teams to onboard products and resolve data issues.

The role requires 5+ years in investment operations or data management, strong product knowledge, and proven leadership. You will drive process improvements and maintain documentation for governance frameworks.