The SMEis responsible for monitoring and maintaining asset data for Clearwater’s clients. As content experts, FDAs advise internal and external constituents on the proper handling of critical data topics such as security master, reference data, asset classes, corporate actions, cash flows, analytics, pricing, amortization, performance, derivatives, and alternative assets etc.
Responsibilities:
Rapid, accurate responses to inquiries.
Dataelement planning, design, and validation.
Collaboration with clients and innovation indatasolutions.
Transition towards critical projects and strategic initiatives.
Strong understanding of front-office operations.
Mentorship of colleagues and active participation in client interactions.
Autonomous work and self-evaluation for career growth.
Validation of investmentdataagainst market sources.
Maintenance of relationships withdataproviders and clients.
Real-time updates of securities in thedatabase.
Operational maintenance of referencedata.
Deepening knowledge of security types.
Compliance with established procedures and risk controls.
Escalation of pending queries and issue resolution.
Contribution to cross-functional projects and root cause analysis.
Development and implementation of referencedataprocesses and strategies.
Collaboration with stakeholders to understand referencedataneeds.
Oversight of the referencedatateam and governance policies.
Required Skills:
Proficiency in Microsoft Office, including Excel.
Experience with SQL or otherdatabases.
Familiarity with business intelligence solutions.
Knowledge offinancialinstruments and accounting concepts.
Ability to research and resolve complex referencedataissues.
Capacity to develop and implement referencedataprocedures.
Capability to lead and mentor a team of referencedataanalysts.
Skill in developing and implementing referencedatastrategies.
Aptitude for interdepartmental collaboration and representation at industry events.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
Bachelor’s ormaster’sdegree in Business-related field.