Who We Are:

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.

What You'll Do:

As a Team Leader in Reference Data Management, you will be responsible for overseeing and ensuring the accuracy, consistency, and integrity of reference data across systems and databases. You will lead a team in building and maintaining securities for fixed income, equity, and derivative instruments in two security master systems - primarily in CADIS (EDM) for automated securities and a smaller portion in APEX for manual securities. You will have extensive experience using industry reference data providers, such as Bloomberg, Interactive Data, CUSIP Web, Refinitiv, and/or DTC. Additionally, you will have experience supporting other internal downstream systems, such as multiple Accounting Systems and Trading/Order Management systems. You will be a point of contact for escalated issues and work closely with various internal departments, including but not limited to Portfolio Management Group, Traders, Middle Office, Trade Support, Client Guidelines, Client Reporting, Private Client, Insurance Operations, Pricing & Valuation, and Corporate Actions. You will also be proficient in using Microsoft Excel, Microsoft Outlook, Bloomberg, SharePoint, Jira and Confluence on a daily basis.

• Lead and mentor a team of data management professions, fostering a culture of innovation, and collaboration.

• Provide direction and guidance to the team to ensure successful execution of projects that align with the data initiatives of the various stakeholders.

• Work closely with the development teams on complex data analysis, providing key business insight to ensure strategic alignment of the business and technology goals with regard to the implementation and usage of reference data.

• Implement quick solutions that help minimize time to market to mitigate data quality issues.

• Monitor KRI/KPIs to ensure timelines are met.

• Manage the daily activities, ensuring tasks are completed accurately and on time.

• Monitor multiple workflows on daily basis, such as security exceptions in CADIS(EDM), DART Requests (Direct Access Request Tracking application), Group Chats, and E-Mails.

• Assist the team with research, input, and validate reference data in our security master database (CADIS (EDM)/APEX). In doing so, the Team Leader will need to understand how and why the data is reflected the way it is in our database and provide guidance to the team.

• Support various accounting and trading systems to ensure our security reference data is accurately represented.

• Work with internal Departments, such as Portfolio Management, Trading, Client Reporting, Performance, Research, Legal/Compliance to resolve discrepancies or challenges with our reference data.

• Monitor and track daily and/or monthly Quality Control Reports and ad-hoc data cleanup projects that may include credit ratings, industry classifications, accrual information, security identifiers, and security description.

What We're Looking For:

• Bachelor’s Degree in finance, economics, or accounting

• 4+ years of relevant work experience

• Comprehensive understanding of security reference management

• 2+ years of People management experience

• Assisted and/or delivered small to medium size projects

• Experience using third-party reference data providers, such as: Bloomberg, Direct Books, Wall Street Office, IPREO, Intercontinental Exchange (ICE), and Refinitiv

• Proficient in Microsoft Excel, SharePoint, Bloomberg API, Jira, and Confluence

Skills:

• Leadership and Team Management: Strong leadership skills to guide and mentor the SRM team. This includes task delegation, performance evaluation, and fostering a collaborative team environment. 

• Analytical Skills: Ability to analyze data trends, identify data discrepancies, and ensure data integrity.  This also includes the ability to develop and implement effective data management strategies and improvements.

• Problem-Solving Skills: The ability to troubleshoot issues as they arise and devise effective solutions, often requiring innovative and critical thinking.

• Communication Skills: Effective verbal and written communication skills are crucial for interacting with team members and stakeholders.  This includes the ability to explain complex data concepts in a clear and understandable manner.

• Attention to Detail: Precision and a keen eye for detail are vital for managing large datasets and ensuring the accuracy of data.

• Time Management and Prioritization: Expertise in management and prioritizing multiple tasks and projects.   Ability to assess task urgency and impact, allocating resources and adjusting team focus accordingly.

• Project Management: Experience with project management methodologies and tools.   Ability to plan, execute, and oversee projects within deadlines, ensuring alignment with organizational goals.

• Efficient Workflow Development: Designing and implementing efficient workflows and processes to maximize team productivity and data throughout. 

• Adaptability and Continuous Learning: The field of data management is constantly evolving with new technologies and regulations.   A willingness to learn and adapt to new tools, techniques, and best practices is essential.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed,  ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Nashville, Tennessee