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We are seeking a skilled Consultant Business Analyst with specialized expertise in securities data management and security master systems to optimize our reference data infrastructure, enhance data quality, and ensure our security master capabilities support business and regulatory requirements.
Analyze current security master architecture, data flows, and governance processes to identify gaps, inefficiencies, and data quality issues. Evaluate system capabilities against business requirements and industry best practices, then deliver prioritized recommendations for enhancing reference data management, improving accuracy, and streamlining workflows across front, middle, and back-office functions.
Partner with investment operations, portfolio management, trading, compliance, and risk teams to document detailed requirements for security master data attributes, taxonomies, and hierarchies. Design comprehensive data models and specifications covering equities, fixed income, derivatives, structured products, and alternative investments to support business operations and regulatory reporting needs.
Establish or enhance data governance frameworks including ownership models, quality standards, validation rules, and exception management processes. Design and implement data quality metrics, automated controls, and monitoring dashboards to ensure accuracy, completeness, and timeliness of security master information across all asset classes and global markets.
Evaluate and optimize relationships with security master data vendors (Bloomberg, Refinitiv, ICE, FactSet). Design integration strategies for ingesting third-party reference data, reconciling multiple sources, resolving conflicts, and creating golden records. Assess vendor data coverage and quality to ensure optimal utilization and cost-effectiveness.
Map current state processes for security setup, data maintenance, corporate actions processing, and exception handling. Design future state workflows that reduce manual intervention and operational risk, identify automation opportunities, develop business cases for technology investments, and create comprehensive documentation and standard operating procedures.
Lead security master system upgrades, new data feeds, or platform replacement initiatives by defining requirements, managing UAT activities, and coordinating with IT and vendor teams. Develop training materials, conduct knowledge transfer sessions, and ensure seamless transition to enhanced capabilities with minimal business disruption.
5-7 years business analyst experience in asset/wealth management or financial services; deep understanding of securities instruments, reference data, and corporate actions; hands-on experience with security master systems; strong SQL and data analysis skills; excellent documentation and stakeholder management abilities.
Experience with major platforms (SimCorp, Charles River, Aladdin, Eagle); knowledge of data standards (ISO 20022, FIGI, LEI, ISIN); familiarity with regulatory reporting (MiFID II, EMIR); CBAP or CDMP certification; Python or programming skills.
Flexible consultant/contractor position for project-based or ongoing engagements. Hybrid or remote work with occasional on-site collaboration. Compensation commensurate with experience.
