Data Steward & Analytics Lead – Research CRM Optimization with Equities or Fixed Income Derivatives Experience jobs in United States
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Shulman Fleming & Partners · 3 days ago

Data Steward & Analytics Lead – Research CRM Optimization with Equities or Fixed Income Derivatives Experience

positionNew York, NY
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$0/yr - $200K/yr

Shulman Fleming & Partners is seeking a Data Steward & Analytics Lead to transform how Sales & Research Departments manage and leverage data. The role focuses on data integrity, governance, and optimizing readership analytics while driving automation through AI and advanced data science techniques.

Staffing & Recruiting
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Hiring Manager
Norm Shulman
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Responsibilities

Manage CRM data integrity across platforms like Prism
Develop automated workflows for employment changes, client creation, and duplicate detection
Implement AI-driven tools for data quality checks and anomaly detection
Deploy advanced analytics models for actionable insights
Build predictive models for high-value contacts
Integrate readership data from BlueMatrix, Factset, Capital IQ, etc
Automate unsubscribe workflows using AI/NLP
Create self-service tools for subscription preferences
Use machine learning to identify and block sell-side contacts
Implement monitoring systems for BTS email transfers
Use AI-driven anomaly detection for delivery failures

Qualification

EquitiesFixed IncomeCRM system expertisePythonAI/ML techniquesData governanceData quality assuranceAnalytical mindsetCollaboration

Required

MUST have Equities or Fixed Income Derivatives Experience
CRM system expertise a MUST
Data integrity and governance
Optimizing readership analytics
Driving automation through AI and advanced data science techniques
Integration with third-party platforms
Technical Expertise: Python, AI/ML techniques, data science workflows
CRM Knowledge: Deep understanding of CRM systems like Prism
Data Management: Governance and quality assurance
Analytical Mindset: Translate complex data into actionable insights
Collaboration: Work closely with research, sales, and IT teams

Company

Shulman Fleming & Partners

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SF&P is a recruitment firm specializing as a creative search resource for early stage and growing tech companies.
dateFounded in 2001
location
NYC, NY, US
people-size11-50 employees
web-link
http://www.sfp8.com

Funding

Current Stage
Early Stage

Leadership Team

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Norm Shulman
CEO
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Company data provided by crunchbase