Lead the execution and continuous improvement of the firm’s market data program ensuring alignment with business needs
Oversee the full lifecycle of market data changes including onboarding, renewals, cancellations, and modifications, ensuring minimal disruption and maximum value
Manage inventory systems and invoice workflows with precision, ensuring accuracy, timeliness, and compliance with budgetary targets
Own relationships with key market data providers, lead contract negotiations, and monitor vendor performance to ensure service quality and value
Ensure accurate reporting of exchange data usage in accordance with licensing agreements and regulatory requirements
Serve as a key point of contact for investment teams and business units, providing expert guidance and support for market data needs
Maintain and improve systems such as Optimize Spend (FITS) and ServiceNow to support workflow efficiency and data integrity
Contribute to the annual budgeting process through detailed usage analysis, cost forecasting, and strategic recommendations
Promote effective use of market data tools through user training and support, driving adoption and maximizing ROI

Bachelor's degree in Business Administration, Information Systems, Computer Science, Statistics, or a related field of study
8+ years of relevant work experience
Deep financial and market data services expertise with demonstrated leadership in managing complex vendor relationships
Strong knowledge of market data vendors (e.g., Bloomberg, FactSet, LSEG, ICE) and licensing structures; familiarity with exchange rules and reporting requirements
Prior experience with Optimize Spend strongly preferred
Experience with Power BI, Tableau, and ServiceNow is a plus
Excellent verbal and written communication skills with the ability to influence stakeholders and bridge business and technical needs
Proven ability to lead initiatives, drive process improvements, and collaborate across departments in a fast-paced environment
High attention to detail with a disciplined approach to data management and operational execution
Proactive and resourceful with a strong commitment to continuous improvement and delivering high-quality outcomes
Experience with soft dollar regulations and procedures a plus

retirement plan
health and wellbeing
dental coverage
vision coverage
pharmacy coverage
health savings account
flexible spending accounts
commuter program
employee assistance program
life insurance
disability insurance
adoption assistance
back-up childcare
tuition reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Market Data Services Analyst

Key skills