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As a Principal Data Support Analyst, you will play a pivotal role in ensuring the accuracy, security, and efficiency of data flows across our wealth management applications. You will be responsible for identifying, investigating, and resolving discrepancies in data transmissions to uphold data quality and integrity. This role demands a high level of attention to detail, critical thinking, and a strong grasp of data transmission and management principles. Success in this position requires a proactive mindset and the ability to navigate both technical and business domains with confidence.
Job Responsibility:
Monitor and analyze data feeds and application integrations to ensure accuracy, timeliness, and compliance
Develop and maintain detailed documentation of data transmissions, application dependencies, and integration points to support transparency, troubleshooting, and audits
Maintain and update documentation: data flow diagrams, feed specifications, interface inventories, transmission schedules
Serve as the data subject matter expert for wealth management applications, validate data accuracy, consistency, and integrity across systems
establish and monitor reconciliation processes
Lead the design, onboarding, and implementation of new data feeds, coordinating across technical, vendor and business teams
Serve as the central communication point and partner closely with technology teams, business leaders, and external vendors to align requirements, resolve issues, and implement solutions
Execute assigned tasks and self-initiated deliverables with minimal supervision
Maintain clear records of issues, incidents, root cause analysis, and remediation plans
Identify gaps or inefficiencies in current processes or tools and suggest or lead improvements (e.g. automation, better reconciliation, improved error reporting)
Partner with stakeholders to prioritize enhancements, incident resolution, and project deliverables
Provide clear, consistent communication on issue status, incident trends, and project progress to stakeholders
Work with Information Security, Risk and Compliance teams to review controls, participate in audits or assessments, ensure documentation is sufficient
Requirements:
Minimum 5 years of experience in an analytical or data-focused role
Strong technical and analytical skills with proficiency in: Excel, SQL, Power BI, Visio, PowerPoint
Hands-on experience with data quality tools or data loading processes
Strong critical thinking skills and a proactive approach to solving complex data challenges
High attention to detail and commitment to delivering accurate, high-quality work
Excellent written and verbal communication skills
able to convey complex information clearly
Ability to manage competing priorities and work across multiple teams
Comfortable operating in ambiguous or uncertain environments
Bachelor’s degree in Finance, Computer Science, Information Systems, or related field (or equivalent experience)
Nice to have:
Proven experience as a Business Analyst, preferably in the finance or wealth management industry, particularly within the Securities or Investments industry
Familiarity with data architecture, data stewardship, or database administration concepts
Strong background in incident and issue management, including communication, escalation, and documentation
Prior experience in managing or leading cross-functional projects
Motivation for continuous improvement, especially using agile approaches
Advanced degree (e.g., Master’s in Data Analytics or Business Intelligence) is a plus