Data & Research Management Analyst

A leading global investment management firm is seeking a Data & Research Management Analyst to own vendor data accuracy and invoice operations — a great opportunity to make a direct impact on how the firm’s research spend is tracked and governed.

A leading global investment management firm with a growing platform and presence in New York.

• Own the accuracy of the firm’s data and research inventory — subscriptions, users, services, and entitlements — within Optimize Spend (FITS)
• Process adds, changes, transfers, and terminations of market data services, maintaining clean audit trails
• Review, validate, reconcile, and allocate vendor invoices; coordinate payment and resolve discrepancies with vendors, Finance, and internal teams
• Contribute to monthly accruals, spend reporting, and budget tracking
• Reconcile vendor entitlement reports against internal records and flag optimization opportunities
• Build operational reports, forecasts, and metrics covering inventory, spend, and vendor activity
• Support colleagues during contract renewals by validating usage, inventory, and billing data
• Maintain documentation for data sources, workflows, and governance processes
• Assist with exchange audits and compliance inquiries
• Identify opportunities to streamline processes and improve data quality and operational efficiency

• Bachelor’s degree or equivalent practical experience
• 3–5 years in market data administration, vendor management, or market data operations at a hedge fund, asset manager, investment bank, or similar financial services firm
• Direct, hands‑on experience with Optimize Spend (FITS) from The Roberts Group
• Background managing market data inventories and handling vendor invoicing
• Strong Excel skills — Pivot Tables, XLOOKUP, and general data analysis
• Sharp attention to detail and strong organizational instincts
• Solid analytical, communication, and problem-solving ability
• Comfort managing multiple priorities and deadlines in a high‑tempo environment