Investment Services CAO providing critical operational and administrative support within IS organization. Collaborating with executive leadership on strategic initiatives and delivering key business management functions.
About the role
- Finance Professional managing IBOR Reference Data for the State of Ohio's Treasurer’s office. Supporting design, control, oversight, and management across investment and collateral positions.
Responsibilities
- Support design, control, oversight, and management of all IBOR Reference Data.
- Maintain optimal multi-vendor SMF vendor data strategies to ensure IBOR architecture and structures operate to, and adapt with, TOS requirements; troubleshoot and resolve issues.
- Work with internal and external partners to establish and oversee Rating and Issuer structures.
- Analyze, recommend, and load balance multi-Pricing vendor demand across various asset classes.
- Work with internal and external partners to maintain and control centralized Golden Records ensuring proper distribution to secondary systems and datasets.
- Develop and maintain robust IBOR internal business diagrams, mapping, and data structure documentation.
- Make recommendations to enhance operation and Reference Data composition across datasets and vendors.
- Assist with training less experienced staff.
- Review and approve applicable checklists and oversee departmental procedures.
- Other projects and responsibilities as assigned.
Requirements
- Bachelor’s degree in finance, data analytics, accounting, economics, business administration or related field from accredited university.
- Three or more years of experience in custody/securities processing, investment operations, investment risk management/compliance, or related business activity.
- Exceptional verbal and organizational skills; strong technical writing skills; strong attention to detail; ability to define and resolve problems; ability to analyze and navigate large complex datasets, examine facts, create data visualizations, draw valid conclusions, make appropriate recommendations, and lead remediation/enhancement execution.
- Advanced proficiency with Microsoft Visio, Access, Excel, Power BI, and SharePoint as well as with Salesforce Tableau or equivalent.
Benefits
- Medical Coverage
- Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
- Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
- Childbirth, Adoption, and Foster Care leave
- Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
- Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
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