Data Consultant | Investment Management | Capital Markets Expert

Experience

• Proven experience as a Data Consultant within US Global Markets

Domain Expertise

• Strong data-level business knowledge in Investment Management
• Experience working on data management projects in at least one of:
  • Traditional Funds
  • ETFs / Mutual Funds
  • Hedge Funds
  • Private Markets:
    • Private Equity
    • Credit
    • Real Estate

Core Data Knowledge

• Deep understanding of data attributes related to:
  • Institutional entities & accounts
  • Investment products / strategies
  • Pricing & valuations
  • Securities
  • Trade lifecycle
  • Reference data for MDM & analytics

Investment Data Ecosystem

• Experience working with integrated investment data hubs, including:
  • Research & ratings
  • Portfolio & risk management
  • Asset management operations
  • Fund administration
  • ABOR / IBOR
  • Performance measurement
  • Fees & expenses

Market Data & Vendors

• Hands-on experience with market data providers:
  • Bloomberg
  • S&P
  • PitchBook
  • Refinitiv
• Ability to analyze and utilize sourced/acquired datasets

Data Quality & Operations

• Analyze data issues and enhance business rules
• Conduct data health checks
• Recommend process improvements for consistent data flow

Stakeholder Collaboration

• Work closely with:
  • Client onboarding teams
  • Servicing teams
  • Product management
  • Operations
  • Risk & compliance
• Liaise with:
  • Data stewards
  • Domain owners

Technology & Platforms

• Experience with MDM tools:
  • Informatica MDM
  • Reltio
• Cloud platforms:
  • Databricks
  • Snowflake
  • AWS

Additional Skills

• Strong analytical & problem-solving skills
• Conceptual and critical thinking ability
• Experience in reporting & presentations
• Excellent planning, organization, and time management
• Strong communication (written & verbal) across technical and non-technical stakeholders

Nice to Have

• Identifying AI use cases to:
  • Accelerate insights
  • Improve efficiency
  • Enhance returns
• Certification:
  • Certified Data Management Professional (CDMP)

Mandatory Skill

• Capital Markets (including Derivatives)

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, citizenship status, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable law. https://www.e-verify.gov/sites/default/files/everify/posters/IER_RighttoWorkPoster.pdf