Senior Associate, Data Operations - SLC Management
$80,000–$128,000 year
HybridWaterloo, Ontario, Canada
Job Summary
Develop and implement data quality control processes to ensure investment data integrity across general accounts and institutional clients. Conduct regular reviews of investment data to identify discrepancies, collaborate with cross-functional teams to resolve issues, and develop reports to monitor data quality metrics. Maintain documentation for data integrity standards, participate in governance initiatives, and train junior team members on best practices. Identify system issues related to valuation and accounting, working with vendors and IT to implement solutions. Operate within a deadline-driven environment while managing competing priorities and mentoring others.
Required Qualifications
- Bachelor's degree in Business, Finance, Economics, or related field
- 5+ years of experience in investment operations, data analysis, or a related role
- Strong analytical and problem-solving skills, with the ability to identify root causes and implement effective solutions
- Experience with accounting and investment management systems
- Advanced Excel skills (e.g., formulas, VLOOKUPs, pivot tables, Power Query) and ability to analyze and interpret large datasets
- Systems-oriented mindset with a demonstrated ability to enhance processes through technology and automation
- Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment
- Sound business judgment with the ability to make timely, well-informed decisions aligned to business objectives
- Strong verbal and written communication skills, with the ability to convey complex information to diverse audiences
- Proven ability to collaborate cross-functionally and build effective relationships with internal and external stakeholders
- Demonstrated ability to manage competing priorities, deliver results, and operate with a sense of ownership and accountability
- Ability to mentor or support junior team members and partner effectively across a diverse organization
- Client-focused mindset with a sense of urgency and strong collaboration skills
- Certain days during the month/year may not be eligible for vacation days, specifically around month-end, quarter-end and yearend
- Perform operations functions during US & CAD holidays
Desired Qualifications
- Professional certifications (e.g., CFA, CPA)
- Experience with data visualization tools (e.g., Power BI)
- Knowledge of regulatory requirements related to investment data
- Familiarity with SQL and data manipulation techniques
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