Pershing X: Vice President, Master Data Management II

at  BNY Mellon

Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business—thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people.
Our mission is helping advisors help more people. Providing timely and accurate wealth data is foundational for the interoperability of the Pershing Wove solutions. As the Vice President, you will be part of our wealth data team that is responsible for the data transformation and governance powering our solutions. You will play the role of data steward and partner with stakeholders across various teams to assist with data transformation and governance related to advisory wealth data.
Responsibilities
Acts as a data steward with subject matter expertise related to advisory data (e.g. CRM, Financial Planning, Account Workflow, Proposal/Models, Portfolio Construction, Direct Indexing, Trading, Reporting).
Analyzes, defines, and prioritizes the data transformation requirements and functional or operational specifications in collaboration with to Wove product managers and data owners.
Performs data mining and analysis to determine impact assessment.
Provides consultation to engineering and data solution/product management by thoroughly understanding business processes and cross-functional applications or systems.
Participates in development of the functional design, test plans, and user documentation by analyzing business process flows or client requests and identifying industry or data provider changes.
Manages project communication for globally impactful client issues and ensures team has appropriate resources to achieve project goals.
Interfaces with clients internally and externally to discuss project status, data issues and remediation recommendations.
Develop and maintain data lineage documentation and mappings to support data governance, regulatory, compliance, and data lineage analysis activities.
Experience
Bachelor’s degree in finance, economics, computer science or a related discipline, or equivalent work experience required.
Typically requires 12-15 years of total work experience, preferably in securities or financial services.
Strong understanding of data governance principles, data quality management concepts, and regulatory requirements.
Strong stakeholder management and people skills, and the ability to manage multiple competing priorities under pressure.
You will have strong analytical skills, are familiar with Agile methodology and played an active role in scrums such as backlog refinement, sprint planning and execution.
Uses SQL or Python for data mining purposes to troubleshoot data conditions in relational databases. Develops complex script solutions for data conditions in relational databases.
SQL Skills required 10-15 years data analysis querying skills/PL SQL skills/Big Data analysis. Experience with Snowflake, Oracle, SQL Server, Mongdb, Colibra a plus.

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 · Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Please refer the Job description for details