Data Analyst

Rockefeller Capital Management
Robbinsville, NJ
Job Type
Junior, Senior level

Job Description

About Rockefeller Capital Management:
Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.

Formed in 2018 following the acquisition of Rockefeller Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets.
The Data Analyst is a data management professional responsible for implementing data governance and data management policies, processes, and procedures to establish enterprise data management framework, data controls and improve end-to-end data quality to foster a data centric culture across business, operations, and technology.

The role is expected to be knowledgeable about data governance and data management leading practices, and adept at understanding data architecture with internal and hosted services. Continual assessment and validation of data controls is required to ensure data flows align with policies, procedures, and data risk oversight. Analysts support senior management to help maintain a data ecosystem which is optimally governed and managed.

The Data Analyst will have interactions with broader business and operations colleagues and will be expected to influence and educate data providers and data consumers in implementing strong data controls. The Data Analyst will also have responsibility in implementing data standards, identifying data owners (business and technology) and in ensuring the data lineage is documented and kept up to date.
  • Support enterprise data governance, data management and data quality implementation and end to end processes.
  • Coordinate and lead the implementation of data governance and data management policies and procedures including related data quality and data controls deliverables.
  • Apply data profiling techniques to analyze Critical Data Elements (CDEs) data to proactively identify data quality issues.
  • Perform root-cause-analysis to identify tactical and strategic solutions to data quality issues.
  • Resolve issues / implement mitigating controls within and between the stakeholders.
  • Support resolution of data quality issues and governance matters.
  • Escalate issues to the Head of Data Governance, as appropriate, with recommendations and/or solutions.
  • Support resolution of data quality issues and governance matters.
  • Define, develop, enhance, and implement the strategy for data quality and data lineage associated with business data flows from front-to-back.
  • Identify and facilitate the involvement of key stakeholders to direct, coordinate and integrate activities.
  • Develop procedures and methodologies for the generation, processing, automation, certification of information and data.
  • Support and coordinate the data governance policy for ownership, access, information quality certification, and use of data.
  • Ensure continuity and operational efficiency of data management through reengineering and continuous improvement of procedures, processes, IT infrastructure and controls.
  • Bachelor's degree preferred in information technology, computer science, engineering, or related technical field.
  • 5-10 years of data management practitioner experience.
  • 2+ years of related data governance and data management implementation with data controls and preferably some experience with data lineage discovery and documentation solutions.
This position is highly complex requiring a results-oriented individual who has a high degree of understanding of wealth management business, knowledge of financial and regulatory reporting, balanced by an intrinsic understanding of the business lines. Must be able to engender trust and confidence across the company based upon an ability to support the delivery of tools or methodologies on target, on time, and on budget. These tools must provide high quality data for strategic and business decision making.

Strong analytical and problem-solving skills in the context of data management of a wealth manager with a product mix of securities, loans, and other financial products.

Excellent people skills are required to influence internal and external stakeholders and to deliver results under tight deadlines and multiple priorities.

Strong written and verbal communications skills are essential to effectively drive change across a culturally diverse workforce. Excellent English written and verbal communication skills are also necessary.

Functional competencies
  • Thorough understanding of data governance and data management principles, policies, and procedures
  • Sound understanding of business applications, workflows, policies, and procedures.
  • Must have extremely strong interpersonal skills – collaboration across multiple business, operations and technology functions, relationship building and consensus building.
  • Effective listener and communicator, verbally and in writing.
  • Sound organizational abilities with the capacity to be innovative and think creatively.
  • Strong analytical skills with the ability to react quickly under demanding operating conditions.
  • Experience with one or more scripting languages (e.g., SQL, Python, PowerShell).
  • Experience with Azure Databricks and MS Power BI.

Certification Requirements

One or more of Certified Data Management Professional (CDMP), Data Governance and Stewardship Professional (DGSP), Certified Information Management Professional (CIMP), Information Governance Professional (IGP) is preferable, but not required.
Rockefeller Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Ref #
25 days ago
Last updated 22 days ago

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