Job Family: Data Management

Maintains and monitors data and databases to meet the company’s current and projected future needs. Reviews and ensures the quality, accuracy and security of data in accordance with established procedures and standards. Monitors database activity and the relationships between the database users and applications to ensure appropriate data usage and resolve data conflicts. Collaborates with technology/infrastructure staff to identify data relationships and functional requirements.

Job Function: Data Governance

Designs and monitors control systems which ensure the integrity and security of data and for advising on the optimal use of the organization’s computing resources. Assesses the completeness, accuracy, validity and efficiency of information processing, business and application systems, reviews the operations, systems software, systems development and security of the organization’s computing environment, and recommends appropriate software and hardware acquisitions.

Summary of Responsibilities:

The Sr. Associate, Data Governance serves as a subject matter expert for designing end to end data governance structure for specific reporting and processes. S/he will liaise with business leaders and other stakeholders to ensure the delivery of quality products within the expected timeframes.

Essential Functions:

  • Conducts data management maturity assessments and identifies pain points for capabilities including data quality, governance, architecture, analytics, metadata management, master data management, etc.
  • Builds future state governance strategy and roadmaps; presents to senior leadership.
  • Identifies data governance gaps and assesses data governance maturity.
  • Collaborates with data stewards to produce data quality mapping.
  • Facilitates resolution of data conflicts across lines of businesses.
  • Builds and sustains cross-functional relationships through consistent and predictable collaboration efforts.
  • Provides oversight through collaboration and/or development of supplemental guidance to ensure successful implementation of policy requirements.
  • Gathers critical information from meetings with various stakeholders to produce useful reporting working closely with department heads, technicians, and managerial staff.
  • Presents data, results, and/or recommendations from projects or process implementations to senior leadership as directed.
  • Prepares and analyzes extensive data for timely and accurate managerial reporting in monthly boards of director’s meetings.
  • Identifies trends, advises management and recommends actions based on sound advise.
  • Consults with management to guide and influence long term and strategic decision making within the broadest scope.
  • Ensures that solutions meet the business needs and adherence to company standards.
  • Provides guidance and direction to less experienced data analysts on data analysis and maintenance of data infrastructure.
  • Provides recommendations to complex business scenarios/problems.

Other Functions:

  • Other duties as assigned.


  • Education –
    • Bachelor’s Degree: Finance, Economics, Computer Science, Mathematics/Statistics, Actuarial Science, or other equivalent field.
    • or equivalent work experience
    • Master’s Degree: Finance, Economics, Computer Science, Mathematics/Statistics, Actuarial Science, or other equivalent field.
  • Experience –
    • 9-12 years Audit, regulatory, compliance, operational, or financial experience with Data Governance
  • Skills & Abilities –
    • Advanced knowledge of data governance best practices, challenges, and approaches; metadata, data quality, and data stewardship.
    • Knowledge of regulatory compliance requirements in financial services industry.
    • Ability to comprehend processes and systems associated with data management; evaluate and understand business challenges; their technical implications, and potential solutions for implementation.
    • Ability to interact with all levels of management and negotiate project priorities and deliverables.
    • Ability to work across multiple lines of business and facilitate large cross-functional meetings.
    • Strong project management skills.
    • Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure.
    • Ability to maintain and report on confidential information in an appropriate manner.
    • Ability to communicate at all levels with clarity, poise, maturity and precision both written and verbal.
    • Ability to exercise stakeholder confidentiality and discretionary judgment.
    • Ability to communicate at all levels with clarity, poise, maturity and precision both written and verbal.
    • Ability to convey a sense or urgency and drive
    • Ability to adjust to new developments/changing circumstances.
    • Ability to make effective decision making on complex matters.
    • Ability to lead, influence and direct peers, subordinates and management.
    • Results oriented; ability to work efficiently and meet strict reporting deadlines.
    • Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
    • Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.


  • Collaboration – Relationship Management:
    • Advanced – Leading and Guiding
      • Improves relationships between key individuals to achieve seamless cross-team work flow and positively impact results
      • Uses informal networks to gain support for ideas and projects

  • Execution – Accountability:
    • Advanced – Leading and Guiding
      • Fully accountable for timeliness, completeness, quality of projects, processes, products and services
      • Remains calm and focused on goals while facing pressures, obstacles or short-term setbacks

  • Influence – Information Sharing:
    • Advanced – Leading and Guiding
      • Ensures people receive the information they require, and brings the team together to share information

  • Influence – Two-way communication:
    • Advanced – Leading and Guiding
      • Effectively conveys difficult or complex information in an easy to understand manner, by providing the big picture and illustrating important linkages
      • Asks open-ended questions that encourage others to give their points of view

  • Problem Solving – Solution Definition:
    • Advanced – Leading and Guiding
      • Persists in searching out the root causes of major problems rather than being satisfied with partial solutions or “quick fixes”
      • Brings new thinking, insights or technology to problem resolution

  • Risk Business Acumen – Industry Acumen:
    • Advanced – Leading and Guiding
      • Keeps up -to-date with external market events, pressures and regulations which may impact the organization and assesses whether similar issues exist in the organization
      • Can identify functional and organizational implications associated with major trends
      • Designs solutions to address industry activities that impact the organization

  • Risk Management – Continuous Process Improvement:
    • Advanced – Leading and Guiding
      • Designs, develops and drives the adoption of risk management policies, processes, and procedures
      • Applies advanced skills in operational processes and uses it to improve work efficiency and quality

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.