Boston-based, onsite role with Yoh, A Day & Zimmermann Company focused on strengthening market and security data foundations that support trading, portfolio management, performance, valuation, and reporting.
As a hands-on leader within the Central Data function, you will drive end-to-end governance of the firm’s security master and shape the future-state market data strategy. You will set standards for reference data integrity, oversee data quality and reconciliation across the front-to-back flow, and partner with Technology and Data Management leaders to modernize platforms, lineage, metadata, and control frameworks.
What you’ll do
- Own end-to-end governance of the security master, ensuring accuracy, completeness, and timeliness across equities, fixed income, derivatives, and FX.
- Define and maintain golden-source standards, including data models, identifier hierarchies (CUSIP, ISIN, SEDOL, FIGI, LEI, and internal IDs), and instrument lifecycle workflows from onboarding through retirement.
- Establish data quality controls, exception management, and reconciliation processes across the data flow, resolving breaks that impact trading, operations, accounting, and risk.
- Oversee corporate actions, pricing, ratings, classifications, and issuer/entity reference data, including legal entity hierarchies and counterparty data.
- Lead sourcing, integration, and quality assurance of real-time, intraday, and end-of-day market data feeds across asset classes.
- Manage entitlements and permissioning to ensure adherence to licensing terms and redistribution policies.
- Translate evolving investment, trading, and operational data requirements into scalable solutions with strong controls, working with the teams that consume the data.
- Monitor industry trends across new content sets, regulatory changes, and vendor product evolution to keep the firm’s capabilities aligned with business needs.
- Contribute to the broader data transformation agenda, including data quality, data governance, and AI enablement initiatives, ensuring reference and market data are fit for advanced analytics and AI use cases.
- Partner with Technology and Data Management leaders on platform modernization, lineage, metadata, and control frameworks.
- Build relationships across Research, CIO, Operations, Reporting, Risk, Finance, Compliance, and Technology.
- Create a prioritization framework and delivery roadmap to balance trade-offs and align work with business outcomes.
- Own commercial relationships with market and reference data providers, leading contract negotiation, renewals, rationalization, and cost savings opportunities.
- Own the market and reference data budget end-to-end, including forecasting, tracking actuals, and ROI tracking for new spend.
Requirements
- 7–10 years of experience in market data and/or reference data within an investment manager, hedge fund, asset owner, or comparable financial services environment.
- 3+ years management experience.
- Expertise across security master and market data domains, including strong knowledge of major market and reference data providers and their content sets across asset classes.
- Experience managing vendor relationships, with familiarity in market data licensing and usage restrictions.
- Proven ability to build cross-functional relationships with senior business stakeholders and translate needs into delivery plans.
- Experience contributing to or leading data transformation initiatives, including data quality and data governance programs.
- Deep understanding of instrument data across asset classes, including identifiers, classifications, corporate actions, and pricing.
- Excellent communication skills across business stakeholders, technologists, and vendors.
- Bachelor’s degree required (finance, economics, computer science, or related field preferred).
Tools and technologies
- Snowflake
- Databricks
- Collibra
- Alation
Benefits
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Preferred qualifications
- Exposure to private markets and alternatives reference data
- Experience contributing to AI/ML enablement from a data foundations perspective
- Familiarity with cloud-based data platforms (Snowflake, Databricks) and data governance tooling (Collibra, Alation)
- CFA, CIPM, or DAMA-CDMP certifications viewed favorably
Compensation: USD $105,000 to $150,000 per year (estimated).