Data Steward Associate

2 weeks ago

Kansas City, United States American Century Investment Services, Inc. Full time
Our Firm

American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.

We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.

Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.

Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends-more than $1.8 billion - to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute's work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.

For more information, please visit americancentury.com.

The primary role of the Data Steward Associate is to use Data Governance and Stewardship processes to ensure data quality and maintenance of client data housed in the data mastery solution (current and future,) various portals, and data marts. Client data includes individual and company data used by the sales and marketing teams, client financial accounts and other operational data, and external data that is brought in to enrich our data. This includes performing sales attribution activities and auditing the data for accuracy. The Data Steward Associate will be required to become familiar with the data, and the related business functions and processes related to creation and maintenance of the data, to ensure high levels of trust and confidence in our data.

You will learn American Century's Data Governance and Stewardship approach, and the related technologies. The Data Steward Associate works closely with internal team members, to gain an understanding of American Century's data needs and support our team's response to those needs. The individual that embraces critical questioning, innovation, continuous improvement; and that has strong interpersonal skills, client management skills, and critical thinking skills will be successful on the Client Data Operations team.

Responsibilities:

Data Stewardship - including Data Cleansing, Data Quality
  • Ensure high standards of client and company information used by the sales and marketing teams through data quality management review and verification.
  • Be accountable for integrity and quality of data personally created/updated.
  • Validate the financial advisor information we have in our internal systems (CRM, data warehouse, etc.) is accurate and add missing information, such as, email addresses.
  • Research advisor discrepancies identified between sources and take corrective action.
  • Determine what, if any, updates need to be performed to update company and contact information. Common updates include moving a contact to the correct firm and/or branch, updating their address, phone and/or email information.
  • FINRA's BrokerCheck, IAPD, SS&C SalesConnect and advisor websites are commonly used as sources to research and validate contact information.
  • Perform sales attribution functions on transaction and asset records.
  • Complete audits to ensure data accuracy.
  • Communicate effectively with Client Data Operations team in Kansas City.
  • Add/Maintain Standard Operating Procedures (SOP) for all activities performed.
  • Research DCIO Opportunities in an attempt to tie transaction records to the opportunity.
Distinguishing characteristics:
  • Superior interpersonal skills including the ability to communicate with individuals at all levels of the organization in both verbal and written form.
  • Willingness to continue to learn and to become an expert in all aspects of client data, as well as the internal and external processes and systems used to warehouse, link, and distribute the data and ensure data quality.
  • Highly motivated self-starter.
  • Ability to work independently and as a member of a team.
  • Positive and calm under pressure, maintaining close attention to detail.
  • Demonstrated experience designing process improvements and high levels of attention to detail.
  • Demonstrated ability to analyze large quantities of data.
  • Proven analytical and problem-solving skills.
  • Demonstrated effectiveness working in a dynamic and changing environment.
  • Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.


Additional Requirements:

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

©2019 American Century Proprietary Holdings, Inc. All rights reserved.

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