Data Steward & Analytics Lead – Research CRM Optimization with Equities or Fixed Income Derivatives Experience

MUST be local to New York City, Hybrid Schedule

Salary up to $200k

No Sponsorship Available

The position is designed to transform how Sales & Research Departments manage and leverage data. It bridges front office, business operations, and technology, focusing on:

• MUST have Equities or Fixed Income Derivatives Experience
• CRM system expertise a MUST
• Data integrity and governance
• Optimizing readership analytics
• Driving automation through AI and advanced data science techniques
• Integration with third-party platforms

Key Responsibilities

1. Data Stewardship & Governance
• Manage CRM data integrity across platforms like Prism.
• Develop automated workflows for employment changes, client creation, and duplicate detection.
• Implement AI-driven tools for data quality checks and anomaly detection.
2. Readership Analytics & Insights
• Deploy advanced analytics models for actionable insights.
• Build predictive models for high-value contacts.
• Integrate readership data from BlueMatrix, Factset, Capital IQ, etc.
3. Subscription Management
• Automate unsubscribe workflows using AI/NLP.
• Create self-service tools for subscription preferences.
4. Sell-Side Contact Identification
• Use machine learning to identify and block sell-side contacts.
5. Email Delivery & Monitoring
• Implement monitoring systems for BTS email transfers.
• Use AI-driven anomaly detection for delivery failures.

Required Skills & Qualifications

• Technical Expertise: Python, AI/ML techniques, data science workflows.
• CRM Knowledge: Deep understanding of CRM systems like Prism.
• Data Management: Governance and quality assurance.
• Analytical Mindset: Translate complex data into actionable insights.
• Collaboration: Work closely with research, sales, and IT teams.