Senior Business Initiatives Lead

Lead and manage the Investment Data Council, including agenda development, decision framing, stakeholder alignment, follow-up discipline, and clear documentation of outcomes.

• Partner with business, investment, operations, technology, risk, compliance, and data governance stakeholders to prioritize enterprise data issues and drive timely resolution.

• Oversee governance practices for critical investment data domains, including securities, issuers, benchmarks, pricing, valuation, reference data, and related investment attributes.

• Define and strengthen data quality standards, validation rules, controls, exception management practices, escalation pathways, and governance procedures.

• Provide strategic oversight of data sourcing, validation, processing, and distribution across internal platforms, external vendors, and downstream consumers.

• Identify, evaluate, and support onboarding of new pricing, valuation, reference, and benchmark data sources in partnership with market data, vendor management, technology, and business users.

• Identify opportunities to simplify, automate, reduce cost, and strengthen data operations processes using tools such as SQL, Python, PowerApps, Excel, and workflow solutions.

• Translate complex investment data topics into clear business cases, roadmaps, actionable recommendations, and measurable outcomes for executive and cross-functional audiences.

Required Qualifications

• Bachelor's degree in Finance, Economics, Data Analytics, Information Systems, Business, or a related field.

• 7+ years of relevant experience in investment data, investment operations, portfolio operations, data governance, reference data, market data, valuation, or a related investment services function.

• In-depth understanding of investment data concepts, including securities, issuers, benchmarks, pricing, valuation, reference data, and/or investment product data.

• Demonstrated experience leading cross-functional governance forums, working groups, councils, or senior stakeholder routines.

• Strong executive presence with the ability to communicate clearly, facilitate decisions, and influence across business, investment, operations, technology, risk, and compliance teams.

• Experience with data quality management, data cleansing, issue resolution, controls, documentation, and governance practices.

• Strong analytical, problem-solving, and process improvement skills with the ability to diagnose root causes and drive sustainable solutions.

• Proficiency with data management tools and software, such as Bloomberg, Excel, SQL, VBA, Python, PowerApps, or similar technologies.

• Remain in stationary position for prolonged periods of time

• Operate computer programs and software

• Ability to communicate effectively with audiences in person and in electronic formats

• Day-to-day contact with others (co-workers and/or public)

• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications

• Experience with accounting, trading, or investment data platforms such as APX, CRD, Bloomberg, or related enterprise data platforms.

• Familiarity with accounting and valuation considerations across multiple asset classes, including structured products and derivatives.

• Experience building data quality dashboards, metrics, scorecards, or executive reporting for data governance initiatives.

• Ability to translate technical data topics into compelling business narratives, decisions, and action plans.