Data Stewardship Lead, Investor Partners Group

Position Responsibilities

This individual will perform sophisticated data analysis and develop automated reports for business stakeholders and leadership.

• Driving Data Strategy and Analytics’ initiatives and deliverables effectively as a project manager, ensuring alignment with department goals
• Managing the IPG Data Steward Team to ensure consistent execution of data governance practices and data stewardship responsibilities within core IPG systems (e.g., CRM)
• Owning data governance responsibilities such as data lineage, glossary term definition and tool implementation
• Serving as a primary partner to the firmwide Data Governance Committee
• Creating and maintaining documentation of data standards and quality metrics to drive accountability and awareness across IPG
• Implementing, monitoring and enforcing Data Governance Committee sponsored initiatives such as data protection and privacy procedures and document labeling standards within IPG
• Overseeing the data change request process and ensuring reconciliation SLAs are consistently met
• Creating and maintaining definitions of key IPG business terms in the firmwide data glossary, including running the annual review process, identifying gaps and overseeing new term submissions
• Identifying opportunities for data quality improvement and collaborating with colleagues and business partners to design and implement solutions
• Collaborating with internal teams to address data quality issues and support data governance projects that enhance data capture and integrity
• Partnering with report builders to ensure compliance with Data Governance standards for all new reports and customized data fields
• Building a detailed understanding of business processes and how data impacts business partners by proactively engaging with subject matter experts

Candidate Requirements

• Bachelor’s degree required, preferably in finance, business, information technology, computer science, data analytics or a related field
• 8+ years’ experience in database systems and financial data management, preferably in asset management
• Strong knowledge of relational databases, specifically CRM systems, data warehouses and SSAS Cubes
• Established track record of leading cross-functional data governance projects to identify and define critical data points and implement systems and stewardship procedures to capture and maintain them at a high level of quality
• Strong verbal and written communication skills, including experience presenting to an audience of senior leaders
• Hands-on experience with Microsoft Dynamics CRM, Black Mountain / Allvue, Wall Street Office and Power BI preferred
• Excellent attention to detail, analytical, problem solving and logical reasoning skills
• Ability to articulate complex concepts in a straightforward manner to business and technology stakeholders
• Must be able to work in a fast-paced environment, manage time and priorities under pressure and meet deadlines
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Industry Knowledge

• Demonstrates an understanding of the Firm’s position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape
• Maintains an understanding of industry trends and changes and recognizes their relevancy and implications to the Firm

Department-Specific Competencies

• Leadership: Focuses on the right goals and priorities, develops self and others, influences and engages with others to contribute to a supportive and inclusive culture where all feel welcome
• Achieving Results: Develops careful plans and delivers consistently and effectively, holds self and others accountable for delivering high quality results, removes barriers to ensure others can contribute and grow
• Personal Effectiveness: Builds strong relationships, treats others with respect, communicates effectively, drives to exceed expectations, adapts to changing circumstances
• Thinking Critically: Understands the Firm’s business, relies on analytical reasoning, seeks diverse perspectives to solve problems, anticipates issues and addresses them in advance