About the role

  • Senior Manager of Collateral Automation transforming client experiences through data and automation. Lead initiatives to streamline investment product collateral delivery and improve data quality.

Responsibilities

  • You’ll be working on initiatives that revolutionize investment product collateral delivery - streamlining processes, enhancing data quality, and enabling smarter insights!
  • Shape the future of automation and make a measurable impact across the organization.

Requirements

  • 8+ years in data analytics, automation, or related roles.
  • Proven experience in investment product collateral or financial services.
  • Strong background in data quality validation, extraction, and visualization.
  • Bachelor's degree in Data Science, Computer Science, Finance, or related field (Master’s preferred).
  • Strong SQL and Snowflake experience.
  • Proficiency in visualization tools (Power BI, Tableau).
  • Familiarity with collateral and data management tools such as Seismic, Nuxeo, Coric, APXStream, and other data providers including MorningStar, eInvestment, or Bloomberg.
  • Ability to communicate with senior audiences, prioritize multiple workstreams based on effort and impact, and lead projects.

Job title

Senior Manager, Collateral Automation

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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