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Investment Data & Operations Senior Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-10-23
Listing for:
Oliver James Group
Full Time
position Listed on 2026-10-23
Job specializations:
-
IT/Tech
Business Systems & Technology Analysis, Banking & Finance, Information Security & Data Protection
Job Description & How to Apply Below
Investment Data & Operations Senior Lead Life Insurance | New York, NY | Hybrid (3 Days in Office)
Key Responsibilities- Lead security master and investment reference data operations across multiple asset classes
- Establish and enhance data governance standards, controls, and data quality monitoring processes
- Partner with business and technology stakeholders to support new product launches, portfolio changes, and platform enhancements
- Investigate and resolve data exceptions, operational issues, and control gaps
- Support system implementations, business transformation programs, and testing activities
- Drive process automation, operational improvements, and scalability initiatives
Develop metrics, reporting, and governance frameworks to monitor operational effectiveness - Maintain policies, procedures, and documentation supporting investment operations and data management
- Bachelor's degree in a related discipline.
- Experience in investment operations, investment accounting, reference data, or securities operations
- Strong understanding of investment instruments, security master processes, and data governance practices
- Proven ability to collaborate across front, middle, and back-office functions
- Experience improving controls, automating processes, and supporting technology or data transformation initiatives
- Significant investment accounting experience, ideally within life insurance, annuities or the broader insurance sector.
- Experience with platforms such as ePAM, Aladdin, Clearwater or comparable systems; implementation or migration experience is a plus.
Location:
New York, NY.
Working model:
Hybrid, three days per week in the office.
Level: Senior Lead.
Compensation:
Competitive base salary and incentive compensation, commensurate with experience.
Position Requirements
10+ Years
work experience
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