Russell Tobin · 1 day ago
Investment Operations Manager
Boston, MA
Contract
Hybrid
Mid, Senior Level
$50/hr - $57/hr
4+ years expRussell Tobin is seeking an experienced Investment Operations professional with expertise in security master and related reference data. The role involves managing securities, providing support to various stakeholders, and leading issue resolution while collaborating with global teams.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Parth Dua
Responsibilities
Creating and managing securities as needed
Providing security master and reference data support to Traders, Surveillance, and other stakeholders across Asia, Europe, and America; responding to all queries in a timely manner
Taking the lead on responding to questions from high-profile data users and liaising with Technology partners and vendors to target and resolve data issues; leading issue resolution escalated by internal and external parties
Reviewing exception reports such as those for GSD and Aladdin on a daily basis and resolving exceptions
Resolving cash and asset reconciliation exceptions, including researching reference data points causing breaks
Partnering with global teams in West Conshohoken, PA and Boston, MA for security master–related cleanup, new data points, and related projects
Supporting staff with more complex tasks within the group, including:
Monitoring Pace/Summit data feeds
Supporting OMNI security master requirements
Taking the lead on issue escalation and resolution
Engaging with partners on strategic initiatives, workflow improvements, additional data requirements, and related projects
Leveraging data quality tools to ensure data quality and proposing additional data quality checks when gaps are identified
Working with Team Leadership on process improvements
Acting as the point person to work with management on new products and with more junior team members on identifying and implementing automation opportunities
Working with more junior team members with oversight and supporting their development
Qualification
Required
4+ years of experience in the asset management side of the investment management industry
Strong knowledge of investment instruments, their related reference data requirements, and expected behavior
Knowledge of Aladdin applications, particularly: Security Master, Dashboards, AladdinView, Reconciliation
Knowledge of automation tools including PowerBI, Alteryx, GenAI, etc., to develop solutions that create capacity, reduce risk, and enhance efficiency
Proficiency with market data providers such as Bloomberg and Refinitiv
Experience with strategic data initiatives such as systems migrations and enterprise security master
Strong organizational skills with strict attention to detail
Demonstrated success working in a high-volume, high-intensity environment
Demonstrated commitment to risk control and management
Demonstrated ability to work on a global team, including clear communication, proactivity, handoffs, and escalation as needed
Excellent oral and written communication skills
Professional and decisive, with strong business judgment and ability to see issues through to resolution
Preferred
Knowledge of Trade Entry and Explore
Proficiency with data querying tools such as PL/SQL and MSSQL
Proficient computer skills, particularly with Microsoft Office
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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