Senior Lead, Investment Accounting Data & Operations at Guardian in New York, NY

Job description

We are seeking an experienced investment operations professional to lead investment data governance, security master operations, and related operational controls. This role is responsible for ensuring the accuracy, consistency, and timely delivery of investment reference data that supports front, middle, and back-office activities. The position partners closely with investment teams, operations, accounting, technology, and data management stakeholders to maintain strong data quality standards, support platform implementations, and drive process improvement initiatives. The successful candidate will play a key role in enhancing operational efficiency, strengthening controls, and supporting the organization's investment operations infrastructure. You will Oversee security master setup, maintenance, and data governance processes to ensure accurate and complete investment reference data. Establish and maintain data quality controls, monitoring processes, and operational governance standards. Partner with investment, operations, accounting, and technology teams to onboard new investment products and support changes to existing portfolios. Investigate and resolve data quality exceptions, reference data issues, and operational discrepancies. Collaborate with reconciliation, accounting, and reporting teams to support issue resolution and maintain data consistency across platforms. Lead operational governance activities, including metrics reporting, issue management, root cause analysis, and escalation processes. Support platform implementations, system enhancements, testing activities, and business transformation initiatives. Identify opportunities to improve operational efficiency, automate manual processes, and strengthen the overall control environment. Develop and maintain documentation, procedures, and governance frameworks supporting investment operations and data management activities. You have Required Qualifications Bachelor's degree in Accounting, Finance, Business Administration, Economics, Information Systems, or a related field. 5+ years of experience within investment operations, investment accounting, data management, capital markets, asset management, or financial services. Prior leadership or team management experience with responsibility for oversight, development, and accountability of staff. Strong understanding of investment products, including fixed income, equities, private markets, or alternative investments. Demonstrated experience with operational controls, reconciliations, data governance, and process improvement. Strong analytical, problem-solving, communication, and organizational skills. Ability to manage multiple priorities and collaborate effectively across business and technology functions. Preferred Qualifications Familiarity with investment platforms, data repositories, portfolio management systems, and reporting tools. Advanced proficiency with Microsoft Office applications, including Excel, Power BI, PowerPoint, and related analytics tools. Experience supporting technology implementations, data transformation initiatives, or operating model enhancements. Knowledge of automation, data analytics, artificial intelligence tools, and emerging technologies within investment operations. Location /Travel Hybrid role: 3 days in the Hudson Yards, NYC office. 2 days WFH Our Promise At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits . Benefits apply to full-time eligible employees. I