Lead a wide range of Data Transformation and Analytics projects within banking or capital markets
Support automation of workflows, reports, journals, reconciliations, and testing
Contribute to solutions for fungible trade and counterparty netting
Apply driver-based modeling and predictive analytics to enhance finance processes
Collaborate with cross-functional teams including Risk, Treasury, and IT
Oversee project administration activities, encompassing project setup, planning, budgeting, account management, and billing, ensuring smooth project completion
Proactively monitor industry trends and articulate their potential impact on clients, especially in data strategy and governance.
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
Mentor team members through coaching, regular ongoing feedback, annual performance reviews, and actively support project teams in resolving complex issues
Build and nurture strong client relationships, serving as a trusted advisor who understands their business needs, identifies opportunities for new business, and delivers high-quality service
Play an active role in attracting, interviewing, hiring, and retaining top talent
Lead data governance to ensure trusted, compliant analytics across banking and capital markets

Requirements

5+ years of relevant experience, including delivering transformation programs into CDO, CTO, COO, CFO, and/or CRO organizations
Strong strategic planning skills with experience working with C-suite executives to build organizational-level strategic roadmaps
Deep understanding of financial services sectors, including banking and capital markets, investment banking, broker-dealers, custody, fund administration, and investment management
Demonstrated knowledge of current industry trends, data strategy best practices, governance frameworks, and emerging technologies
Proficiency in tools such as SQL, Tableau, PowerBI, Alteryx, Snowflake
Familiarity with platforms such as Collibra, OvalEdge, Atlan, Talend, SAP Master, BigID, OneTrust
Experience mentoring and developing junior team members
Consistent success in building and developing strong client relationships
Continuous Learning Mindset: openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Professionalism and discretion in interacting with executives and clients.

Benefits

comprehensive healthcare options, including medical, dental, and vision coverage
flexible spending accounts
401(k) with company matching
generous parental and maternity leave policies
technology stipends
wellness reimbursement programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data transformationanalyticspredictive analyticsdriver-based modelingproject administrationstrategic planningdata governanceautomationfinancial analysisworkflow optimization

Soft Skills

mentoringclient relationship managementcollaborationcoachingcommunicationproblem-solvingleadershipstrategic thinkingorganizational skillsdiscretion