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Pershing X: Vice President, Master Data Management II

2 months ago


Pennington, United States BNY Full time
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 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.