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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data governance and management, with a strong focus on AUM & Flows data quality, analytics, and operational excellence. Proven ability to mentor teams and translate business needs into actionable data requirements while ensuring compliance with governance practices.
Highest-signal resume keywords
Data GovernanceData ManagementSQLData Quality ToolsMentoring Teams
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data StewardshipData Quality RulesData LineageMetadata ManagementAnalyticsPythonPowerBIExcelBusiness DefinitionsAutomation
Soft Skills
Analytical SkillsProblem-SolvingCommunication SkillsAttention to Detail
Tools & Technologies
Data CatalogData Quality Tools
Industry Keywords
AUMFlowsAsset ManagementInstitutional Business ProcessesWealth Management
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Own a specific data domain within AUM & Flows end to end
- Execute data governance for AUM & Flows, including business definitions, critical data elements, data quality rules and decision rights
- Build and operate exception reporting to monitor data health
- Define and source data needed to address AUM & Flows gaps
- Engage third-party vendors and data providers to ensure accurate, timely and business-aligned data
- Partner with BDO Data Operations to implement centralized operations, controls and support for data exceptions
- Build relationships with Client Business COOs and Global Product Solutions product leads
- Translate business needs into data requirements and partner with engineering and product teams
- Support prioritization of requirements and migration of legacy databases onto the enterprise data platform
- Enable use of AUM & Flows data for sales targets and enhance enterprise dashboards and business processes
- Identify and implement automation and AI opportunities for monitoring, alerts, exception resolution and rule documentation
- Mentor Associates and Analysts and direct data stewards and operators across multiple locations
Requirements
What you’ll need- 5+ years of relevant experience in data management, data governance, data stewardship or data operations within a large, complex enterprise
- Experience leading or mentoring teams or workstreams
- Strong understanding of institutional and wealth business processes, context and client base
- Ability to navigate complex, matrixed sales and AUM processes involving intermediated business relationships
- Experience applying and operating data governance and stewardship practices, including ownership, business definitions, data quality rules, lineage, metadata and controls
- Familiarity with data catalog and data quality tools
- Track record of using data, analytics and technology to drive business performance
- Working knowledge of SQL, Excel, Python, PowerBI or other analysis tools
- High-level knowledge of asset management product offerings and their differences
- Strong analytical, problem-solving and communication skills
- Meticulous attention to detail and commitment to data quality
- Bachelor’s degree in Business, Finance, MIS, Computer Science, or a related discipline
Benefits
Comp & perks- Annual discretionary bonus
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)
- Hybrid work model with flexibility to work from home 1 day a week
- Reasonable accommodations or job modifications for individuals with disabilities