Senior Data Analyst, Investment Operations

Job Description

Full-time opportunity supporting Wealth Distribution Operations and Platform Enablement within a leading asset management organization. This role sits at the intersection of investment operations, product management, and wealth distribution, helping investment products gain access to major advisor platforms across wirehouses, independent broker-dealers, RIAs, and other wealth management channels. The position is based in Boston requiring four days onsite per week.

This is a highly strategic and data-driven role focused on expanding product reach across the U.S. wealth management ecosystem. You'll leverage distributor, platform, and advisor data to drive business decisions, identify growth opportunities, and support successful product launches. Ideal candidates will have a strong investment management background and a deep understanding of wealth distribution channels, fund operations, and platform onboarding processes.

• 5+ years of experience in wealth distribution operations, platform onboarding, product operations, or distribution enablement within asset management
• Strong understanding of U.S. wealth distribution channels including wirehouses, broker-dealers, and RIAs
• Experience supporting the onboarding of investment products onto major advisor and distribution platforms
• Experience working with investment operations, fund administration, or product management teams
• Familiarity with financial advisor data packs and advisor intelligence platforms
• Experience working with Broadridge, SS&C, or similar fund administration and market data providers
• Strong analytical skills with the ability to leverage data to support commercial and strategic decision-making
• Understanding of investment data, fund structures, and distribution platform requirements
  
  Excellent communication skills and ability to work cross-functionally with senior stakeholders

• Experience with alternative investment products including interval funds, tender‑offer funds, private market vehicles, or '40 Act alternatives
• Experience working with transfer agents and fund administrators
• Knowledge of wealth management product distribution strategy
• Experience managing distributor data feeds, holdings, flows, and fund characteristics data
• Experience supporting large-scale product launches across multiple distribution channels
• Familiarity with regulatory and compliance requirements related to wealth distribution

• 40% Wealth Distribution & Platform Onboarding
• 30% Data Analysis & Commercial Insights
• 20% Product Operations & Fund Administration
• 10% Governance, Compliance & Process Improvement

• 50% Hands On
• 0% Management Duties
• 50% Team Collaboration

• Lead onboarding efforts for new distributors and investment products across key wealth channels
• Analyze distributor platform data, channel trends, and product opportunities to support sales and leadership decisions
• Source and manage third‑party data providers, including financial advisor data packages and market intelligence sources
• Coordinate operational setup activities including selling agreements, platform connectivity, compliance documentation, and onboarding requirements
• Partner with Sales, Product, Finance, Compliance, Technology, and Operations teams to support successful product launches
• Ensure investment products are operationally ready for distribution across advisor platforms
• Manage investment data flows including holdings, flows, product characteristics, and regulatory information
• Support product updates, share class launches, and distributor platform enhancements
• Monitor key distribution and operational KPIs and provide actionable recommendations
• Maintain strong governance, controls, documentation, and risk management processes across distribution operations

Contract-to-hire opportunity

You will receive the following benefits upon conversion:

• Medical Insurance
• Dental Benefits
• Vision Benefits
• Paid Time Off (PTO)
• 401(k)
• Career Growth Opportunities

Applicants must be currently authorized to work in the United States on a full-time basis now and in the future. This position requires onsite attendance four days per week in Boston, Chicago, or New York, with Boston strongly preferred.