Specialist, Account Data Management & Governance

Nb; New York (NY); Vor Ort; USD 125.000 - 150.000; Vollzeit

Zusammenfassung

Neuberger is seeking a data governance professional to own account data quality, controls, and lifecycle processes. The role involves onboarding, data setup, and ensuring consistency across systems such as trading platforms and data warehouses.

You will work hands-on to resolve data exceptions and align fields with data owners in a fast-paced environment. This position offers growth toward broader ownership of account lifecycle processes, with a hybrid NYC work model and collaboration across

Qualifikationen

• Bachelor's degree required.
• 5-8+ years of relevant experience in data governance or related field.
• Experience with reference data, security master, or account master data.
• Experience documenting and mapping business processes.
• Project management and business analysis experience.
• Strong data analysis, profiling, and discovery skills.
• Ability to manage multiple concurrent work efforts independently.
• Strong written and verbal communication skills.

Aufgaben

• Manually investigate and resolve mismatched account data across systems, coordinating with data owners.
• Oversee New Account team's daily Aladdin account openings and approve NAA updates.
• Define and supervise governance of critical data elements and contribute to data cataloging.
• Identify and implement data enhancements across key systems and stakeholders; participate in grooming sessions.
• Lead weekly account data meetings with stakeholders and report progress to EDG leadership.

Kenntnisse

Data governance

Data quality

Project management

Data analysis

Communication skills

MS Excel

PowerPoint

Visio

Stakeholder management

Ausbildung

Bachelor's degree

Tools

Aladdin

Datactics

VantageIQ

Collibra

Jobbeschreibung

Neuberger 's focus on Enterprise Data Governance is rooted in its commitment to enabling smart, data-driven decisions that uphold the firm's core principles. Effective governance ensures data is high quality, well-understood , and readily available to support informed decision-making across the organization . This role owns account data quality, controls, and process discipline across the account lifecycle - onboarding, fund launches, transitions, terminations, exception monitoring/resolution, and technology implementation.

This is a hands-on role requiring day-to-day data maintenance work, including researching and resolving data exceptions and breaks across systems (e.g., trading platforms , Data Warehouses , Visualization Systems , and Golden Sources) , and working directly with data owners to align fields and definitions across systems. The role has a growth path toward broader ownership of account lifecycle processes and offshore workflow oversight as the function matures over 1-3 years.

Responsibilities

Data Quality & Exception Resolution

• Manually investigate and resolve mismatched account data across systems, working directly with data owners to align fields and definitions.
• Download and review data exceptions daily ; and reach out to account owners to resolve breaks.

Account Onboarding & Data Setup

• Oversee the New Account team's daily new Aladdin account opening.
• Submit , review and approve New Account Application (NAA) updates
• Assist the New Account Opening team with opening Institutional, Intermediary, Subadvised , and CIT Trust accounts.
• Manage account openings at cus todian portals .
• Maintain Aladdin data through updates in ADAM and Blackrock Portfolio Toolkit.
• Establish consistent entity records and account reference data across system s .

Data Governance and Standards

• Support the Account D ata S teward in defining and executing the account data roadmap.
• Define and supervise governance of critical data elements.
• Add new Account Business Terms into Glossary+ to support enterprise data cataloging.
• Add new rules to the Data Platform Portal, including rules that utilize lookup tables.
• Review Data Warehouse discrepancies and drive resolution.
• Perform ERISA and other regulatory flag controls data review .
• Perform user access screening for account master data .

Technology Partnership & Continuous Improvement

• Identify and project manage account data enhancements across key systems and stakeholders.
• Submit stories to technology and attend grooming sessions to shape upcoming enhancements.
• Perform User Acceptance Testing (UAT) for submitted stories.
• Submit stories for new Datactics rules to support automated exception detection.
• Collaborate on cross-functional projects where account data is used.

Stakeholder Coordination & Reporting

• Lead a weekly account data meeting w ith key stakeholders to review open items and exception trends.
• Organize the Account Owners Quarterly Discussion/Update cal l, providing updates on progress against the roadmap.
• Prepare and present quarterly update for Enterprise Data Governance (EDG) leadership .
• Partner across front office (Sales, Portfolio Management) and control teams (Operations, Finance, Legal & Compliance , Technology ) , and offshore teams on account data initiatives.

Required Qualifications

• Bachelor's degree
• 5-8+ years of relevant experience
• Experience with reference data, security master, or account master data.
• Experience documenting and mapping business processes.
• Project management and business analysis experience.
• Strong data analysis, profiling, and discovery skills.
• Ability to manage multiple concurrent work efforts independently.
• Strong written and verbal communication skills .
• Proficiency in MS Excel, Visio (or equivalent), and PowerPoint.
• Comfort with hands-on manual data investigation and exception resolution .

Preferred

• Hands-on experience with Aladdin, Datactics , and/or VantageIQ .
• Data governance experience in financial services.
• Fund launch or fund onboarding experience.
• Investment operations background.
• 5+ years of asset management experience.
• Experience with data cataloging tools (e.g., Collibra) or lookup-table-driven rules engines.
• Exposure to offshore team coordination.

Location

Location: New York City; hybrid with a minimum of three days per week in office.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $125,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant educa