Data Management Associate

  • Location: New York, NY, New York
  • Type: Perm (Contingency)
  • Job #30715

Compensation: $120,000-$140,000 + bonus

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.

Requirements/Qualifications:

  • 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.

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Job ID: 30715