Senior Lead, Investment Accounting Data & Operations

Guardian Life; New York (NY); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Guardian Life in New York City seeks a Senior Lead, Investment Accounting Data & Operations to oversee data governance, security master operations, and related operational controls. You will ensure accuracy and timeliness of investment reference data supporting front, middle, and back-office activities.

You will collaborate with investment, operations, accounting, technology, and data management teams to onboard new products, resolve data issues, and drive process improvements.

Qualifications

• Bachelor's degree or higher in a relevant field.
• 5+ years in investment operations, investment accounting, data management, or related area.
• Experience leading teams and driving process improvements.
• Strong understanding of investment products and data governance.
• Excellent analytical and communication skills.

Responsibilities

• Oversee data governance, security master operations, and related controls.
• Onboard new investment products and support portfolio changes.
• Investigate and resolve data quality issues and discrepancies.
• Collaborate with reconciliation, accounting, and reporting teams to maintain data consistency.
• Lead governance metrics, issue management, and root cause analysis.
• Support platform implementations and business transformation initiatives.

Skills

Leadership

Data governance

Investment operations

Reconciliations

Data management

Analytical skills

Communication

Education

Bachelor's degree in Accounting, Finance, Business Administration, Economics, Information Systems, or related field

Tools

Power BI

Excel

Portfolio management systems

Job description

Senior Lead, Investment Accounting Data & Operations# Careers## Senior Lead, Investment Accounting Data & OperationsApply: Hybrid - In office 3 days per week: New York: Full time: Posted Today: R000110509We are seeking an experienced investment operations professional to lead investment data governance, security master operations, and related operational controls. This role is responsible for ensuring the accuracy, consistency, and timely delivery of investment reference data that supports front, middle, and back-office activities. The position partners closely with investment teams, operations, accounting, technology, and data management stakeholders to maintain strong data quality standards, support platform implementations, and drive process improvement initiatives. The successful candidate will play a key role in enhancing operational efficiency, strengthening controls, and supporting the organization's investment operations infrastructure. **You will*** 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. **You have**Required 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.Preferred Qualifications* Familiarity with investment platforms, data repositories, portfolio management systems, and reporting tools.* Advanced proficiency with Microsoft Office applications, including Excel, Power BI, PowerPoint, and related analytics tools.* Experience supporting technology implementations, data transformation initiatives, or operating model enhancements.* Knowledge of automation, data analytics, artificial intelligence tools, and emerging technologies within investment operations. **Location /Travel** Hybrid role: 3 days in the Hudson Yards, NYC office. 2 days WFH