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About the Role
Seeking an experienced investment operations professional to lead investment data governance, security master operations, and related operational controls. This role ensures the accuracy, consistency, and timely delivery of investment reference data, partnering with various teams to maintain data quality, support platform implementations, and drive process improvements. The successful candidate will enhance operational efficiency, strengthen controls, and support the organization's investment operations infrastructure.
Responsibilities
- Oversee security master setup, maintenance, and data governance processes.
- Establish and maintain data quality controls, monitoring processes, and operational governance standards.
- Partner with investment, operations, accounting, and technology teams to onboard new investment products and support portfolio changes.
- Investigate and resolve data quality exceptions, reference data issues, and operational discrepancies.
- Collaborate with reconciliation, accounting, and reporting teams to support issue resolution and maintain data consistency.
- Lead operational governance activities, including metrics reporting, issue management, root cause analysis, and escalation processes.
- Support platform implementations, system enhancements, testing activities, and business transformation initiatives.
- Identify opportunities to improve operational efficiency, automate manual processes, and strengthen the control environment.
- Develop and maintain documentation, procedures, and governance frameworks supporting investment operations and data management activities.
Requirements
- Bachelor's degree in Accounting, Finance, Business Administration, Economics, Information Systems, or a related field.
- 5+ years of experience within investment operations, investment accounting, data management, capital markets, asset management, or financial services.
- Prior leadership or team management experience with responsibility for oversight, development, and accountability of staff.
- Strong understanding of investment products, including fixed income, equities, private markets, or alternative investments.
- Demonstrated experience with operational controls, reconciliations, data governance, and process improvement.
- Strong analytical, problem-solving, communication, and organizational skills.
- Ability to manage multiple priorities and collaborate effectively across business and technology functions.
- Familiarity with investment platforms, data repositories, portfolio management systems, and reporting tools.
- Advanced proficiency with Microsoft Office applications, including Excel, Power BI, PowerPoint, and related analytics tools.
- Experience supporting technology implementations, data transformation initiatives, or operating model enhancements.
- Knowledge of automation, data analytics, artificial intelligence tools, and emerging technologies within investment operations.
- Must be legally authorized to work in the United States without the need for employer sponsorship.
Skills
- Data Governance
- Security Master Operations
- Investment Data
- Operational Controls
- Data Quality
- Process Improvement
- Microsoft Office Suite
- Excel
- Power BI
- PowerPoint
- Analytics Tools
- Automation
- Data Analytics
- Artificial Intelligence
Location
- Hudson Yards, NYC
Work Type
- Hybrid
Experience Level
- 5+ years of experience
- Prior leadership or team management experience
Education Level
- Bachelor's degree in Accounting, Finance, Business Administration, Economics, Information Systems, or a related field.
Salary/Compensations
- $86,210.00 - $141,635.00
Benefits
- Support and flexibility to achieve professional and personal goals
- Skill-building
- Leadership development
- Philanthropic opportunities
- Contemporary, supportive, flexible, and inclusive benefits and resources
About the Company
- At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
- As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
- Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas.
- Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening.
- All hiring decisions will be made by Guardian colleagues.
Equal Opportunity
- Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
- Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
- Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship.
- If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com.