Business Unit:
Job Description:
Sales Data Operations Sr Analyst
Every day, we work to strengthen the financial security of our clients and investors. Joining our organization means becoming part of a dedicated team that values discipline, accountability, and the meaningful impact of our work.
- As a Senior Sales Data Operations Analyst, you will play a key role in sourcing, validating, and enriching sales and asset data across multiple external providers in support of our U.S. and Canadian retail businesses.
- This role offers strong exposure across Sales, Finance, Product, and Distribution teams and provides an opportunity to deepen technical expertise while contributing to enterprise-level data initiatives. The ideal candidate is intellectually curious, detail-oriented, and motivated to grow into broader responsibilities over time.
- This is a senior individual contributor role with meaningful ownership, visibility, and opportunity to expand scope through partnership and impact.
Core Responsibilities
- Support day-to-day engagement with external data providers (e.g., SS&C SalesConnect, Broadridge), including monitoring data delivery and validating configuration settings and business rules.
- Perform reconciliations against books of record to ensure accuracy across mutual funds, ETFs, and managed account platforms.
- Investigate data discrepancies, perform root-cause analysis, and document findings and resolutions.
- Maintain data quality controls throughout the acquisition and aggregation lifecycle.
- Partner closely with Sales Operations, Finance, Distribution, and Product teams to understand business needs and support reliable reporting solutions.
- Assist in the integration of new data sources into existing reporting and analytics frameworks.
- Produce recurring and ad hoc reporting to support sales insight, asset visibility, and decision-making.
- Document operational processes, standard procedures, and exception workflows.
- Support reallocations, territory updates, and data corrections in alignment with established governance processes.
- Identify opportunities for process improvement and automation to reduce manual effort and increase data transparency.
- Serve as a knowledgeable point of contact for questions related to sales data, reporting logic, and downstream impacts.
Qualifications
- 5+ years of experience in asset management operations, sales operations, data operations, or a related financial services role.
- Working knowledge of:
- Mutual fund and ETF operations
- Intermediary distribution data
- Managed account platforms
- Transaction and shareholder accounting concepts
- Experience working with external data vendors and operational data feeds.
- Strong analytical and problem-solving skills, with the ability to work confidently with large datasets.
- Understanding of data management principles, stewardship, and data quality controls.
- Strong organizational skills with high attention to detail.
- Ability to communicate clearly with business partners and translate data issues into practical explanations.
- Comfortable working in a collaborative, fast-moving environment with evolving priorities.
- Interest in expanding responsibilities and building deeper expertise across the sales data ecosystem.
Why This Role
- High visibility across Sales, Finance, Product, and Technology partners
- Opportunity to deepen technical and business expertise
- Exposure to enterprise data platforms and reporting ecosystems
- Strong foundation for future growth into lead or manager-level roles.
