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Partner with Data Operations, CRM, Business Management, Reporting and Analytics, Finance and Technology to analyze and implement sales data requirements that conform to enterprise data management standards.
Analyze data sources and targets, and define enterprise taxonomies, metadata and mappings.
Review current state of sales data and processes to identify gaps and issues.
Document use cases, data requirements and business rules, and assist with testing, certification, and auditing of data quality.
Ensure high standards for data quality, reconciliation, and reporting as well as maintain key metadata, data standards and conventions.
Provide recommendations for improving the sales data quality, coverage, and support, including operational controls and vendor management.
Develop standard, repeatable processes and opportunities for scale and efficiency.
Define, document, and maintain policies and procedures.
Identify and capture metrics and key performance indicators for measuring and monitoring volume, timing, quality, and other attributes.
Assist in ad-hoc documentation for management reporting.
College experience commensurate with industry and role
Minimum of five years of experience in Asset Management – supervisory experience preferred.
Strong knowledge of intermediary and fund distribution and appreciation for underlying relationships.
Advanced data processing skills – ideally experience with Tableau and Alteryx
Experience with Transfer Agent and Distributor/Intermediary data as well as Salesforce.com
Solid business analysis, process re-engineering, and project management skills.
High level of comfort reviewing mass amounts of data within strict timeframes.
Comfort working within, and guiding, teams yet ability to work independently.