Data Management Associate

  • Location: New York, NY, New York
  • Type: Perm (Contingency)
  • Job #30715
  • Salary: $120,000.00


Location: New York, NY

Multi-billion independent investment advisory firm is looking for a Data Management Associate in its New York office to lead the day-to-day management of the company’s client records and portfolio reporting infrastructure. This role reports directly to the Chief of Staff.

Highlights About the Company & Position:

  • The main responsibility of the role will focus on monitoring and managing their data system.
  • Lead the process of developing the firm’s reporting on non-marketable assets including LPs, Hedge Funds and Private Assets.
  • Work with individual Advisor Teams to help build client reporting templates and reporting solutions for STA clients.
  • Oversee and maintain the onboarding of new clients and entities into the reporting software.


  • 3-8 years of data management/performance reporting experience
  • Experience with data integrity, process design, and implementation.
  • Comfort with and skills to manage large volumes of data.
  • Strong understanding of fixed income, equity and alternative investment strategies.
  • Data Management, Operations or related experience

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!

Job ID: 30715