Senior Business Initiatives Lead
Allspring Global Investments · Milwaukee, WI · 2 wk ago
Hybrid$165k–$185k/yrFull-time
This role sits at the center of Allspring’s investment data ecosystem, shaping how investment data is sourced, governed, cleansed, validated, and delivered across the organization to enable confident decision-making for investment, operations, risk, compliance, and client-facing teams.
Hybrid schedule: in-office 4 days per week in Milwaukee, WI.
Responsibilities
- 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: 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.
Requirements
- 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: 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.
- Ability to remain in a stationary position for prolonged periods and operate computer programs and software.
- Effective communication with audiences in person and in electronic formats.
- Ability to work collaboratively 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.
Pay
Base pay range: $165,000 – $185,000. Actual base salary may vary based on relevant experience, time in role, internal peer equity, prior performance, business sector, and geographic location. The package may also include participation in an incentive program linked to performance.