Data Management Analyst

Key Responsibilities

• Nightly Exception Report Review & Remediation
• Review the nightly disclosure exception report to identify and diagnose breaks across categories, including:
• Ticker mismatches between covered issuers and Salesforce data feeds
• Incorrectly mapped product/coverage mappings
• Stale or outdated Salesforce data
• Investigate root cause for each exception and identify corrections to source data to resolve the break. Provide recommendations to BERO daily

· Escalate unresolved or recurring exceptions with supporting analysis to BERO

• Post-Publication Disclosure Quality Assurance
• Perform post-publication sampling of issued research reports to confirm disclosures were accurate at time of publication (daily/weekly depending on capacity)
• Apply the same root-cause methodology used in nightly exception review (ticker, product mapping, staleness) to identify and log any discrepancies found in the sample
• Document findings and potential remediation plans of any confirmed disclosure errors, including any required corrective/compliance follow-up
• Escalate results to BERO
• Client & Issuer Hierarchy Maintenance
• Validate client and issuer hierarchy information (parent/subsidiary and ultimate-parent relationships) used to drive disclosure aggregation
• Partner with BE team to resolve hierarchy discrepancies identified through exception processing or sampling
• Ticker & Ultimate Parent Mapping
• Validate ticker mappings across ultimate parent entities to ensure disclosures roll up correctly at the consolidated entity level
• Partner With BE team to resolve ticker/ultimate parent discrepancies identified through exception process or sampling