Investment Data & Operations Senior Lead
Oliver James · oliverjames.com
New YorkHybridLead / Manager
Subscribers got this job on 21 October 2026.
New jobs reach them at 8 am and 6 pm, 5 days before they open here. Get the next one first
The job in short
Investment data and operations lead.
AccountingInsurance
Details
- Found
- 6 d ago · posted 2026-10-20
- Location as listed
- New York, US
- Role
- Operations (other)
- Source
- The company’s own careers site
Full description
Investment Data & Operations Senior Lead Life Insurance | New York, NY | Hybrid (3 Days in Office) The Opportunity An established life insurance organization is seeking an experienced investment operations professional to lead investment reference data, security master oversight, and operational governance across a complex investment platform.
Key Responsibilities
Lead security master and investment reference data operations across multiple asset classes
Establish and enhance data governance standards, controls, and data quality monitoring processes
Partner with business and technology stakeholders to support new product launches, portfolio changes, and platform enhancements
Investigate and resolve data exceptions, operational issues, and control gaps
Support system implementations, business transformation programs, and testing activities
Drive process automation, operational improvements, and scalability initiatives
Develop metrics, reporting, and governance frameworks to monitor operational effectiveness
Maintain policies, procedures, and documentation supporting investment operations and data management
What We're Looking For
Bachelor's degree in a related discipline.
Experience in investment operations, investment accounting, reference data, or securities operations
Strong understanding of investment instruments, security master processes, and data governance practices
Proven ability to collaborate across front, middle, and back-office functions
Experience improving controls, automating processes, and supporting technology or data transformation initiatives
Significant investment accounting experience, ideally within life insurance, annuities or the broader insurance sector.
Experience with platforms such as ePAM, Aladdin, Clearwater or comparable systems; implementation or migration experience is a plus.
Location & Compensation
Location: New York, NY.
Working model: Hybrid, three days per week in the office.
Level: Senior Lead.
Compensation: Competitive base salary and incentive compensation, commensurate with experience.
To be considered for this opportunity, please apply using the prompts provided. Alternatively, please reach out to Nicole Lazarus at [email protected] . Please note that given the number of applicants only those candidates with the relevant skill set can be considered.
Operations (other) jobs in New York, New York · Operations (other) jobs in the United States · All Oliver James jobs