Data Management Associate

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Job Identification Number: 20

Location: New York, NY

Job Type: Direct Hire

Job Category:  Financial Services

Qualified candidates, please attach resume when applying.


Our client, a leading asset management firm, is seeking a Data Management Associate in their NYC office. The ideal candidate will have strong VBA and SQL experience.

Primary Responsibilities:

  • Provide day-to-day monitoring and enforcement of data management efforts across the sales and client service teams
  • Support team in automating manual processes around data entry, data maintenance, and report building
  • Execute complex, ad-hoc data extraction requests across the team
  • Work alongside technology teams to identify or build technological tools to maintain data integrity
  • Participate in data clean-up initiatives by building advanced data queries to extract, analyze, and scrub sales data
  • Test application updates to validate that they meet the team’s business needs


Qualifications and Requirements:

  • Bachelor’s degree or equivalent education required, Master’s degree a plus
  • 3+ years of relevant work experience, financial services industry preferred
  • Ability to understand data within the context of asset management strongly preferred
  • Prior experience using a CRM and creating ad hoc queries within a CRM preferred, knowledge of Microsoft Dynamics a plus
  • Demonstrated expertise in relational databases and system integration
  • Hands-on experience with report building and automation required
  • Meticulous attention to detail, accuracy, and drive to deliver high-quality work
  • VBA/SQL expertise a plus