The Opportunity: 

Data is at the heart of all Investment Management business processes and strategies. We are looking for a Senior Data Governance expert who can design and deliver data platforms that provide accurate, protected, understood, and easily available data to all.

This person will be working directly with the Managing Director in influencing all aspects of Olmstead’s Data Management & Analytics practice, with an emphasis on Data Governance and EDM solutions. The successful candidate will have a demonstrated track record in Data Management consulting, especially around efforts supporting Data Governance, Master Data Management, Metadata Management, Data Quality, Vendor Management and Data Policy.  The right candidate will have proven success delivering data management technology projects within an investment management firm or solution provider to the investment management industry, and has used popular data management tools to mine, analyze, transform and integrate data. The position will require operating at multiple levels at our clients including defining scope, assessing current data governance capabilities, building roadmaps to mature data governance capabilities, vendor selection, defining operating models, change management, producing client deliverables and/or managing other analysts.

Responsibilities:
  • Data Governance Strategy Development - responsible for the strategic development, architectural definition, and enterprise wide data governance and data management initiatives supporting the delivery of data as a service
  • Provide Data Governance and Data Management advisory expertise to asset management clients
  • Responsible for the identification and evaluation of metadata platform alternatives, the development of the logical metadata framework architecture, and the definition and implementation of metadata maintenance processes
  • Defining Data Governance operating models, roles, and responsibilities in collaboration with client organizations and right-sizing the implementation to fit each unique client
  • Responsible for the assessment and selection of Data Management tools landscape including: data profiling, data quality, metadata, MDM, rules engines, and pattern matching
  • Refine and develop the data-centric approach and methodologies which may include areas such as: data strategy, data governance, data lineage, analytics, business intelligence, data architecture, data quality, master data management and data integration and delivery
  • Lead and participate directly on consulting assignments, helping to manage the actual consulting engagement and interacting with clients as the senior member of the consultant team
  • Assess current state capabilities, identify gaps versus leading practices, and recommend future state data requirements
  • Identify opportunities for new workflows, third party ‘glossary/metadata’ tools, database architectures, and third party pre-existing data models
  • Work closely with business and technology stakeholders to assist in understanding and documenting data requirements, lineage, and partnering with IT data integration and data warehouse teams to ensure requirements are effectively executed
  • Help define data modeling naming standards, abbreviations, guidelines, and best practices
  • Enhance or design data model review processes based on client requirements
Qualifications:
  • At least 5 years of management consulting experience, 10 years of asset management industry experience, and a proven track record of consulting to the investment management industry
  • Experience developing / structuring an enterprise wide data governance organization and business process (operating models, roles, partner organizations, responsibilities)
  • Domain expertise in specific areas of Data Management such as: data strategy, data governance, data lineage, analytics, business intelligence, data architecture, data quality, master data management and data integration and delivery
  • Experience developing data governance service offerings
  • Working knowledge of investment systems supporting the front/middle/back office (e.g., OMS, Performance Measurement, Accounting, Client Reporting)
  • Analysis and modeling experience for investment data for domains such as Security Master, Trade Master, Entity Master, Account Master and/or Client Master a key requirement 
  • Hands-on experience with both the business side and IT side implementing or supporting an MDM and/or Data Warehouse and Reporting IT solutions
  • Expert knowledge of SQL, data modeling tools, and data profiling tools is required
  • Utilize strong business knowledge of the investment management industry and common data management operations
  • Possess strong knowledge of source data or data marts along with the ability to unravel existing reporting logic back to their source systems
  • Knowledge and use of a third party tool is required
  • Experience with MDM systems such as MarkitEDM, Eagle, AIM Gain are a plus
  • Broad understanding of the role of data management within global markets organizations, information flow, and data governance issues
  • Experience in delivering financial services solutions preferred (investment banking, asset management, energy or oil trading)
  • Prefer Agile project delivery experience
  • Passion for data exploration, data discovery is critical
  • Ability to travel is required
The Opportunity:
The successful candidate will have a demonstrated track record in investment operations providing cost-effective, high quality, and customer-centric solutions. The candidate must be a highly collaborative self-starter who can support the execution of the following types of engagements from inception to successful conclusion:
  • Operational process analysis & redesign
  • Outsourcing Selection / Implementation or Conversion
  • Technology Selection and Implementation
  • Operating Model Development / Redesign
  • Oversight Model Development
  • Testing Strategy (QA, UAT, Model Office)
  • M&A analysis
Responsibilities:
  • Serve as a consultant for designated engagements
  • Work with senior Olmstead consultants to facilitate workshops with clients and vendors to capture project documentation and assess recommendations as needed
  • Develop quality business requirements, test cases/scripts, data compilation and data analysis
  • Actively pursue opportunities to further expand domain knowledge and participate in industry events
  • Proactively keeps team members informed of progress of assigned tasks and escalates issues with meeting deadlines
Qualifications:
  • Proven ability to operate successfully in a collaborative organizational structure
  • Proven ability to derive and document current and future state process flows and data flows
  • Highly effective formal writing and presentation skills
  • Strong communication skills
  • Highly skilled in Microsoft suite – MS Project, Excel, PowerPoint, Visio
  • Possesses 3-7 years of experience with domain knowledge across key asset management functions with working knowledge of leading service providers and technology platforms supporting the front, middle, or back office
  • Master’s degree preferred; Bachelor’s degree required
  • Abilty to travel domestically, potentially up to 60-70%
The Opportunity:
The successful candidate will have a demonstrated track record in investment operations as well as experience as a project lead or consultant providing cost-effective, high quality and customer-centric solutions. Candidate must be a highly collaborative self-starter who can support execution of the following types of engagements from inception to successful conclusion:
  • Outsourcing Selection / Implementation or Conversion
  • Technology Selection and Implementation
  • Operating Model Development / Redesign
  • Oversight Model Development
  • Testing Strategy (QA, UAT, Model Office)
  • M&A analysis
  • Data Analysis, Readiness or Governance
Responsibilities:
  • Serve as project lead or sr. consultant for designated engagements
  • Evaluate data/process flows, technologies or operating models and prepare recommendations to deliver business value based on the unique drivers of the client engagement
  • Facilitate workshops with clients and vendors to capture project documentation and assess recommendations as needed
  • Develop high quality client-ready project deliverables
  • Actively pursue opportunities to further expand domain knowledge, participate in industry conferences, and publish thought leadership 
Qualifications:
  • 7-10 years of Asset Management experience working across Front / Middle / Back Office
  • Possess strong domain knowledge across key asset management functions: (Trade Execution, Trade Management Support, Portfolio Analytics, Portfolio Accounting, Fund Accounting, Financial Reporting, Compliance, Performance, Client Reporting, and Custody)
  • Working knowledge of leading technology platforms supporting the front/middle/back office (e.g., OMS, Portfolio Accounting, Fund Administration, Performance, Client Reporting, etc)
  • Experience working with leading middle/back office service provider solutions
  • Proven ability to operate successfully in a collaborative organizational structure
  • Highly effective formal writing and presentation skills
  • Highly skilled in Microsoft suite – MS Project, Excel, PowerPoint, Visio
  • Master’s degree strong preferred; Bachelor’s degree required
The Opportunity:
This person will be directly responsible for influencing all aspects of Olmstead’s Operational Agility focus. The successful candidate will have a demonstrated track record in Investment Operations Consulting, providing cost-effective, high quality, customer-centric solutions and ongoing trusted advisory relationships with C-level executives including CIO’s, COO’s and CTO’s. This person will be recognized for their ability to leverage, establish, and deepen executive relationships and drive consulting opportunities utilizing their professional network, previous client impact, and domain expertise in front-to-back office functions for the asset management industry. This person must be a self-starter who drives engagements from inception to successful conclusion with an emphasis on the following types of initiatives:
  • Outsourcing Selection / Implementation or Conversion
  • Technology Selection and Implementation
  • Operating Model Development / Redesign
  • Oversight Model Development
  • Testing Strategy (QA, UAT, Model Office)
  • M&A analysis
  • Data Analysis, Readiness or Governance
Responsibilities:
  • Disciplined program / project manager with experience serving in a leadership capacity over large scale, complex asset management initiatives
  • Highly skilled presenter and communicator to C-suite
  • Ability to scope, plan, and define approach for execution of our engagements
  • Serve as the lead program manager on our engagements responsible for all day to day execution with clients
  • Build senior level advisory relationships with existing and potential clients; convert relationships with executives into long-term consulting relationships that extend across multiple assignments
  • Play a lead role in brand building, messaging, thought leadership and IP creation by authoring white papers, blogs, social media, presenting at industry conferences
  • Help recruit, develop, and retain consulting professionals to support the firm’s ambitious growth targets 
Qualifications:
  • 10-15 years of Asset Management experience working across Front / Middle / Back Office
  • Comprehensive understanding of key operational functions: (Trade Execution, Trade Management Support, Portfolio Analytics, Portfolio Accounting, Fund Accounting, Financial Reporting, Compliance, Performance, Client Reporting, and Custody)
  • Experience leading strategic initiatives within the asset management industry
  • Working knowledge of leading technology platforms supporting the front/middle/back office (e.g., OMS, Portfolio Accounting, Fund Administration, Performance, Client Reporting, etc)
  • Experience working with leading middle/back office service provider solutions
  • Demonstrated ability to identify and pursue business development opportunities for consulting, serving as a trusted advisor and interface with executive level clients
  • Preferred industry prominence and referenceable contributions to thought leadership, publications, white papers and industry conferences
  • Proven ability to lead and operate successfully in a collaborative organizational structure
  • Highly skilled in Microsoft suite – MS Project, Excel, PowerPoint, Visio
  • MBA or Master’s degree strong preferred; Bachelor’s degree required 

The Opportunity:

The CRM/Business Analyst assists in the overall implementation of data, processes, profiles and architecture of the CRM solution. The CRM Analyst will work with our delivery / consulting and client teams around requirements gathering, discovery process and selection, API's and configurations and assisting with CRM selection process.


Responsibilities:

  • Gather requirements
  • Conduct analyses of CRM data requirements
  • Assist in defining, documenting, and maintaining process flows as well as policies and procedures
  • Adhere to corporate data management processes and oversight procedures to ensure data integrity
  • Assist in projects by conducting business analysis and submitting necessary documentation

Qualifications:

  • Five to ten years’ experience in Asset Management
  • Proficiency in SFDC Administrative tasks – e.g., creating profiles/roles, user setup, page layouts, reports/dashboards
  • Experience with development, administration, configuration, and implementation of Salesforce CRM
  • Demonstrated experience with data models and ETL and processing
  • Desire to work in a team-oriented environment yet able to work independently
  • Strong written and verbal communication skills
Olmstead’s Data Management team is one of the fastest growing in our industry and we are seeking energetic, detail-oriented investment data experts to fill multiple full time roles. The ideal candidate will have 5 - 10 years’ experience in financial services specializing in a data profiling, analysis, modeling, metadata or a similar function. As a valued member of our expert data management consulting team, you will serve a valuable role on delivery engagements including implementing data hubs, Master Data Management solutions, data consolidations and migrations, and Data Warehousing. The right candidate will have a proven success delivering data management technology projects within an investment management firm or solution provider to the investment management industry, and has used popular data management tools to mine, analyze, transform and integrate data. The position will require operating at multiple levels at our clients including getting into detailed data analysis and requirements, producing client deliverables and/or managing other analysts.

Responsibilities:
As a key member of the Olmstead Data Management team you will work closely with other Olmstead team members. The primary objective is to elevate the client’s capabilities in the areas of data analysis, modeling, metadata management and data integration by applying Olmstead’s tools and approach to execute the following types of consulting activities:
  • Assess current state capabilities, identify gaps versus leading practice and recommend future state data requirements.
  • Identify opportunities for new workflows, third party ‘glossary/metadata’ tools, database architectures, and third party pre-existing data models.
  • Work closely with business and technology stakeholders to assist in understanding and documenting data requirements, lineage and partnering with IT data integration and data warehouse teams to ensure requirements are effectively executed.
  • Help define Data Modeling naming standards, abbreviations, guidelines, best practices.
  • Enhance or design data model review processes based on client requirements.
  • Based on requirements, combine datasets in order to produce data mashups as answers to business related questions.
  • Counsel with other Subject Matter Experts at Olmstead on specifics topics (e.g. Trading, Performance, Operations, and Accounting) in order to accurately capture existing business rules/principles.
  • Interact with business and IT stakeholders on best practice point of view.
  • Deliver compelling presentations to internal and external stakeholders.
  • Produce internal thought leadership, blogs and collateral on current issues and trends; internal knowledge sharing.
Qualifications:
  • Analysis and modeling experience for investment data for domains such as Security Master, Trade Master, Entity Master, Account Master and/or Client Master a key requirement.    
  • Hands-on experience with both the business side and IT side implementing or supporting an MDM and/or Data Warehouse and Reporting IT solutions is also required.
  • Expert knowledge of SQL, data modeling tools, and data profiling tools is required.
  • Utilize strong business knowledge of the Investment Management industry and common data management operations.
  • Possess deep insight into business process as it relates to system integration and interface.
  • Possess strong knowledge of source data or data marts along with the ability to unravel existing reporting logic back to their source systems.
  • Knowledge and use of a third party tool (see below) is required. Experience with MDM systems such as MarkitEDM, Eagle, AIM Gain are a plus.
  • Broad understanding of the role of data management within global markets organizations, information flow, and data governance issues.
  • Experience in delivering financial services solutions preferred (investment banking, asset management, energy or oil trading).
  • Passion for data exploration, data discovery is critical.
  • Excellent organizational skills with ability to work independently or as part of a team.
  • Solid communication skills and relationship building / management skills.
  • BA/BS degree or higher. MBA preferred.
Experience with any of the following systems is a PLUS: Oracle (ODI, OWB), SAP Data Services, Infosphere, SAS Data Management, Informatica (PowerCenter MetaData Manager), SSIS, Talend, Cognos Data Manager, Pentaho, Workbench, Embarcadero, ERwin, MySQL, Ab Initio
Olmstead is currently hiring a Client Reporting Business Analyst to support our fast growing Client Experience & Engagement practice (CE2), working on sales and servicing projects in the investment management industry.
Responsibilities:
  • Valued team member of projects across Olmstead's CE2 offering, including Client Engagement Lifecycle Strategies, Vendor Selections, and Solution Implementations
  • Lead business analyst efforts on Vendor Assessments and Implementations for Client Reporting, Sales Enablement, CRM, and/or Digital/Web solutions
  • Author business requirements, design specifications, and test plans/scripts
  • Document as-is and to-be process views
  • Bridge gap between client's business and IT personnel
Qualifications:
  • Brings hands-on experience with investment management sales and service processes and materials, including Client Reports, Pitch Books, RFPs/DDQs, Fact Sheets, Client Onboarding, and CRM
  • Has the ability to work independently and also contribute as part of a project team
  • Has strong knowledge of investment management processes and data flows
  • Has the ability to clearly articulate process designs
  • Has advanced written and oral communication skills
  • Has been involved is systems implementations in this domain
  • Having held a client servicing operational role is desirable
  • Experience working in an agile environment strongly preferred
If you are interested in learning how you can become a member of Olmstead Associates Expert Teams, please send an email to recruiting@olmst.com
Olmstead Associates is a leading specialized consulting firm to the investment management industry. For over 20 years, Olmstead has provided consulting expertise to help investment managers plan for, select, and implement solutions. Our Operations, Technology, and Data experts, proven methodologies, and leading edge tools help inform our clients to make better decisions and lower project risk.
Contact Us
617-778-0372
info@olmst.com
185 Devonshire St, Boston, MA 02110