Specialist, Account Data Management & Governance
Neuberger Berman · New York, United States · 7d ago
Neuberger’sfocus on Enterprise Data Governance is rooted in its commitment to enabling smart, data-driven decisions that uphold the firm’s core principles. Effective governance ensures data is high quality,well-understood, and readily available to support informed decision-making across the organization. This role owns account data quality, controls, and process discipline across the account lifecycle — onboarding, fund launches,transitions, terminations,exception monitoring/resolution, and technology implementation.
This is a hands-on role requiring day-to-day data maintenance work, including researching and resolving data exceptions and breaks across systems (e.g.,trading platforms,Data Warehouses,Visualization Systems,andGolden Sources), and working directly with data owners to align fields and definitions across systems. Therole hasa growth path toward broader ownership ofaccount lifecycleprocesses and offshore workflow oversight as the function matures over 1–3 years.
Responsibilities
Data Quality & Exception Resolution
Manually investigate and resolve mismatched account data across systems, working directly with data owners to align fields and definitions.
Download and reviewdata exceptionsdaily;and reach out to account owners to resolve breaks.
Account Onboarding &DataSetup
Oversee the New Account team's daily new Aladdin account opening.
Submit,reviewand approveNew Account Application (NAA) updates
Assist the New Account Opening team with openingInstitutional,Intermediary,Subadvised, and CIT Trust accounts.
Manage account openings at custodian portals.
Maintain Aladdin data through updates in ADAM and Blackrock Portfolio Toolkit.
Establish consistent entity recordsand account reference dataacross systems.
DataGovernance and Standards
Support theAccountDataSteward in definingand executingthe account data roadmap.
Define and supervise governance of critical data elements.
Add new Account Business Terms intoGlossary+to support enterprise data cataloging.
Add new rules to the Data Platform Portal, including rules thatutilizelookup tables.
Review Data Warehouse discrepancies and drive resolution.
Perform ERISAand other regulatoryflagcontrolsdata review.
Performuseraccess screeningfor account master data.
Technology Partnership & Continuous Improvement
Identifyand project manage account data enhancements across key systems and stakeholders.
Submit stories to technology and attend grooming sessions to shape upcoming enhancements.
Perform User Acceptance Testing (UAT) forsubmittedstories.
Submit stories for newDatacticsrules to support automated exception detection.
Collaborate on cross-functional projects where account data is used.
Stakeholder Coordination & Reporting
Lead aweekly account data meeting with key stakeholdersto review open items and exception trends.
Organize the AccountOwnersQuarterly Discussion/Update call, providing updates on progress against the roadmap.
Prepareand presentquarterlyupdatefor Enterprise Data Governance (EDG)leadership.
Partner acrossfront office (Sales, Portfolio Management) and control teams (Operations,Finance,Legal &Compliance, Technology), and offshoreteams on account data initiatives.
Required Qualifications
Bachelor’s degree
5-8+ years of relevant experience
Experience with reference data, security master, or account master data.
Experience documenting and mapping business processes.
Project management and business analysis experience.
Strong data analysis, profiling, and discovery skills.
Ability to manage multiple concurrent work efforts independently.
Strong written and verbal communication skills.
Proficiencyin MS Excel, Visio (or equivalent), and PowerPoint.
Comfort with hands-on manual data investigation and exception resolution.
Preferred
Hands-on experience with Aladdin,Datactics, and/orVantageIQ.
Data governance experience in financial services.
Fund launch or fund onboarding experience.
Investment operations background.
5+ years of asset management experience.
Experience with data cataloging tools (e.g., Collibra) or lookup-table-drivenrulesengines.
Exposure to offshore team coordination.
Location: New York City; hybrid with a minimum of three days per week in office.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.Compensation Details
The salary range for this role is $125,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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