Senior Engagement Lead: Investment Operations Data Transformation - Aladdin specialist
Diamondpick
Job Description:
RESPONSIBILITIES
Engagement Leadership & Client Trust
Single senior point of contact for client executives and transformation leads; run focused discovery workshops; translate operational pain into a prioritized roadmap.
Solution Architecture
Design target-state workflows for security-master onboarding, instrument-data validation, exception clearing, and reconciliation; route exceptions out of isolated spreadsheets into a swarm-able, workflow-managed model.
Verifiable Autonomy by Design
Architect the verification, governance, and audit layer around every agentic component. No black-box automation enters a risk calculation - Client's signature differentiator.
Private-Instruments Domain Depth
Bring genuine expertise in private-market and OTC reference data so solutions survive contact with real instruments, not just clean demos.
Delivery Orchestration & Team Leadership
Stand up and lead the Clients pod - solutioning, data and AI engineering, domain SMEs; set the quality bar; manage to milestones.
MUST-HAVE EXPERIENCE
• 10+ years in the investment management technology & operations: deep middle-office and securities-data exposure
• Hands-on experience with a major enterprise portfolio & risk platform (e.g., Aladdin): security master, security-type taxonomy, data onboarding / interface files, risk analytics; ideally direct platform-implementation experience
• Private-instrument reference-data expertise: OTC derivatives, private credit, private equity; terms & conditions, reset / index mechanics
• Data engineering & data-quality leadership at scale: reconciliation, exception management, market-data pipelines
• Market-data vendor fluency: e.g., LSEG, ICE, Bloomberg, Charles River
• Agentic AI solutioning: ability to design high-level workflows and define a verification / governance architecture around it
PREFERRED EDGE
Prior experience implementing or operating a major portfolio & risk platform (client-side or partner-side) • multi-source data sourcing (e.g., regulatory filings, multi-vendor) for gap remediation • authentic modern AI-engineering tooling fluency • Big 4 or specialist investment-operations consultancy background • private-markets / alternatives data exposure.
RESPONSIBILITIES
Engagement Leadership & Client Trust
Single senior point of contact for client executives and transformation leads; run focused discovery workshops; translate operational pain into a prioritized roadmap.
Solution Architecture
Design target-state workflows for security-master onboarding, instrument-data validation, exception clearing, and reconciliation; route exceptions out of isolated spreadsheets into a swarm-able, workflow-managed model.
Verifiable Autonomy by Design
Architect the verification, governance, and audit layer around every agentic component. No black-box automation enters a risk calculation - Client's signature differentiator.
Private-Instruments Domain Depth
Bring genuine expertise in private-market and OTC reference data so solutions survive contact with real instruments, not just clean demos.
Delivery Orchestration & Team Leadership
Stand up and lead the Clients pod - solutioning, data and AI engineering, domain SMEs; set the quality bar; manage to milestones.
MUST-HAVE EXPERIENCE
• 10+ years in the investment management technology & operations: deep middle-office and securities-data exposure
• Hands-on experience with a major enterprise portfolio & risk platform (e.g., Aladdin): security master, security-type taxonomy, data onboarding / interface files, risk analytics; ideally direct platform-implementation experience
• Private-instrument reference-data expertise: OTC derivatives, private credit, private equity; terms & conditions, reset / index mechanics
• Data engineering & data-quality leadership at scale: reconciliation, exception management, market-data pipelines
• Market-data vendor fluency: e.g., LSEG, ICE, Bloomberg, Charles River
• Agentic AI solutioning: ability to design high-level workflows and define a verification / governance architecture around it
PREFERRED EDGE
Prior experience implementing or operating a major portfolio & risk platform (client-side or partner-side) • multi-source data sourcing (e.g., regulatory filings, multi-vendor) for gap remediation • authentic modern AI-engineering tooling fluency • Big 4 or specialist investment-operations consultancy background • private-markets / alternatives data exposure.
Vacancy posted 4 days ago
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