Oil and Gas Job Search Ltd · 6 days ago

Investment Data Manager

Myrtle Point, OR

Full-time

Remote

Senior Level

$128K/yr - $170K/yr

5+ years exp

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Responsibilities

Oversee and monitor data flows to ensure timely receipt of investment data and delivery of production reports from third party sources/vendors and work closely with internal and external partners to address any issues that might arise

Drive consistency and integrity of investment data by developing and maintaining data definitions and dictionaries, designing and implementing analysis tools to reconcile data obtained from multiple sources, and enabling periodic/ad hoc data validations and tests of reasonability to ensure accurate, complete, and on-time availability of investment data reporting & analytics

Research and analyze data exceptions, working closely with internal and external partners to resolve issues

Analyze trends and patterns in observed data exceptions and outliers to improve upon the design and effectiveness of existing processes and recommend and implement additional control processes as appropriate

Develop and maintain core investment data production reports, analytics, and dashboards for downstream investment, financial, and risk reporting and related processes

Develop/serve as a subject matter expert in investment data management, providing support for ongoing data operations as well as investment data strategic initiatives. Provide guidance and technical coaching to other team members as necessary

Partner with internal stakeholders and external partners to support investment-related data activities as necessary

Qualification

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Investment analyticsFinancial systemsProcess designMarket riskInvestment dataRisk analyticsInvestment accountingData transmissionData loadingRisk productionDownstream integrationFinancial marketsFinancial instrumentsSecurity reference dataFixed income securitiesLarge data setsMicrosoft Office SuitePythonProgramming languagesSQLVBARCFABusiness Process DesignWorkflow OptimizationGoal-OrientedFinancial Markets KnowledgeProblem-SolvingHard WorkingQuick Learner

Required

Bachelor's degree, preferably in a quantitative field such as Finance, Economics, Statistics, Mathematics, or equivalent

5+ years of relevant experience; 2+ years of experience in the insurance industry, asset management, investment analytics, financial systems and process design and/or market/investment risk

Experience working directly with an investment data/risk analytics platform such as Blackrock Aladdin and an investment accounting platform such as Clearwater, including understanding of data transmission and loading, risk production and reporting, and downstream integration

Working understanding of financial markets and instruments, including security reference data, attributes, and risk analytics, particularly for fixed income securities

Advanced technical skills, including proficiency working with large data sets and using Microsoft Office Suite

Working proficiency with Python and/or one or more additional programming languages (e.g., SQL, VBA, R, etc.)

Preferred

Master's degree or higher, preferably in a quantitative field such as Finance, Economics, Statistics, Mathematics, or equivalent

CFA or progress towards a CFA designation is a plus

Familiarity with designing efficient business processes and related tools to optimize workflows, reduce manual effort, and mitigate potential errors

An ability to work independently, handle numerous assignments concurrently, and consistently be a self-starter that excels at meeting and exceeding professional goals

Quick learner with a proactive and positive can-do-attitude

Self-motivated and a strong desire to continue learning about financial markets and instruments