OpeningsFirst
How it worksPricingLog in
OpeningsFirst › Jobs in the United States › Jobs in New York, New York

Investment Data & Operations Senior Lead

Oliver James · oliverjames.com
New YorkHybridLead / Manager
Apply on Oliver James’s site
Posted 20 days ago. 23 more Operations jobs in New York, New York went up on company career pages this week. See the newer ones

Share this job on LinkedIn · X

Straight from the company’s own careers site.

The job in short

Investment data and operations lead.

AccountingInsurance

Details

Found
19 d ago · posted 2026-10-20
Location
New York, US

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 · Senior and manager-level jobs in New York, New York · Senior roles at Oliver James

Get jobs like this every morning

Jobs in India · Jobs in the US · Who’s hiring in India · Who’s hiring in the US · How OpeningsFirst works · Free jobs widget · Leadership jobs in India · Leadership jobs in the US · Senior jobs in India · Senior jobs in the US · Fresher jobs in India · Entry-level jobs in the US · Remote jobs in the US · Jobs paying $150k+ · Leadership hiring this week · Guides
OpeningsFirst · Use with AI · Terms · Privacy · Refunds · Contact · Follow us on LinkedIn · X