Artisan Partners · 2 months ago
Strategist – Security Reference Data
Milwaukee, WI
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expArtisan Partners Limited Partnership is seeking an experienced strategist to join their Trade Operations Group to support the evolution of their security reference data framework. The role involves overseeing the accuracy and maintenance of security master data, engaging with data vendors, and driving process improvements to enhance operational excellence.
Emerging MarketsFinanceFinancial ServicesImpact InvestingWealth Management
Responsibilities
Engage in the setup, validation, and ongoing maintenance of security master and reference data records to ensure accuracy of key fields such as coupon, maturity, identifiers, and classifications
Engage in the accurate capture and processing of corporate actions and events, including dividends, splits, mergers, rights issues, restructurings, and related payment structures
Act as primary liaison with data vendors and market dealers to resolve discrepancies, source new datasets, and ensure service-level expectations are met
Identify and resolve data exceptions, discrepancies, and failures, escalating issues where appropriate to maintain straight-through processing and operational continuity
Maintain and enhance process documentation, policies, and governance standards while driving process improvements and ensuring consistency across teams
Implement quality control and validation frameworks, including audits, cross-checks, exception monitoring, and integrity surveillance
Oversee the onboarding, mapping, and integration of new data sources and vendor feeds into internal platforms
Partner with technology to advance automation, build rule engines, enhance pipelines and APIs, and support scalable, cloud-based operations
Monitor and report on performance metrics such as error rates, latency, completeness, coverage, and SLA adherence to embed accountability and transparency
Ensure interoperability of security reference data across core OMS platforms, while aligning with downstream domains including positions, pricing, and performance analytics
Influence investment data strategy by recommending enhancements to the Snowflake data model and evolving rules, hierarchies, and data quality standards
Qualification
Required
Bachelor's degree in Finance, Economics, Data Management, or related field
8–12 years of experience in financial data operations, security master management, or market data management, with at least 3–5 years in a strategic role
Strong knowledge of security reference data, corporate actions, and market data processes
Strong understanding of security reference data across equities, fixed income, and derivatives
Familiarity with investment management systems (e.g., Aladdin, Bloomberg, Refinitiv, Markit, ICE)
Experience with data quality tools, automation, APIs, and cloud-based data infrastructure
Proven ability to work across functions and manage vendor relationships
Excellent problem-solving, analytical, and communication skills
Demonstrated ability to translate operational needs into investment data requirements and influence data strategy at the firmwide level
Preferred
Experience with Snowflake or other enterprise data platforms a plus
Company
Artisan Partners
Artisan Partners is a global investment management firm.
501-1000 employees
H1B Sponsorship
Artisan Partners has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (4)
2022 (7)
2021 (6)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-02-26Post Ipo Equity
2013-03-07IPO
2006-01-01Series Unknown
Leadership Team
Michael O'Brien
Managing Director, Head of Global Trading for Emerging Markets Debt
Recent News
2026-01-09
2025-11-19
Company data provided by crunchbase