Director of Financial Reference Data
Company Description
Investment Banking Alliance is a global community focused on building connections, sharing knowledge, and supporting professional growth in investment banking. The organization brings together professionals from a wide range of backgrounds, including experienced bankers, emerging analysts, and entrepreneurs exploring investment opportunities. Members gain access to industry insights, best practices, and continuous learning through webinars, workshops, and mentorship programs. The Alliance also hosts exclusive events and maintains a job marketplace that connects talent with employers and project opportunities. By joining this community, professionals can expand their networks, strengthen their expertise, and contribute to thought leadership in the investment banking sector. Role Description The Director of Financial Reference Data is a full-time remote role responsible for overseeing the integrity, governance, and strategic use of financial reference data across the organization. This role leads the design and maintenance of data standards for instruments, counterparties, and pricing, and ensures alignment with regulatory and reporting requirements. Day-to-day tasks include managing data acquisition and validation processes, collaborating with technology and operations teams to enhance data architecture, and monitoring data quality metrics for continuous improvement. The director partners with finance, risk, and front-office stakeholders to support accurate financial reporting, analytics, and decision-making. The role also involves guiding a small team or cross-functional contributors, setting priorities, and driving projects that improve data efficiency and transparency.
Qualifications
Strong foundation in Finance and Financial Planning, with the ability to design and oversee reference data frameworks that support business and regulatory needs. Demonstrated expertise in Financial Statements and Financial Reporting, including understanding of how reference data impacts accounting, disclosures, and regulatory submissions. Advanced Analytical Skills to interpret complex datasets, identify data quality issues, and propose data-driven solutions. Experience with financial data management, data governance, and reference data tools or platforms (e.g., security master, counterparty master). Proficiency with spreadsheets and databases; familiarity with SQL, data visualization tools, or basic programming is beneficial. Excellent written and verbal communication skills, with the ability to explain data concepts to technical and non-technical stakeholders. Proven track record in leading projects or teams, prioritizing tasks, and delivering results in a remote and collaborative environment. Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field; advanced degree or professional certification (e.g., CFA, FRM) is a plus. Experience in investment banking, capital markets, or financial services, particularly in data or reporting-focused roles, is highly beneficial.