Data Product Owner, Sustainable, Client and Regulatory Reporting

Hiring, Sustainable, Client and Regulatory Reporting Data Product Owner - ISS Data (Associate Director)

About team

The Technology function provides IT services that are integral to running an efficient run-the business operating model and providing change-driven solutions to meet outcomes that deliver on our business strategy. These include the development and support of business applications that underpin our revenue, operational, compliance, finance, legal, marketing and customer service functions. The broader organisation incorporates Infrastructure services that the firm relies on to operate on a day-to-day basis including data centre, networks, proximity services, security, voice, incident management and remediation.

The Technology group is responsible for providing Technology solutions to the Investment Solutions & Services business (which covers Investment Management, Asset Management Operations & Distribution business units globally)

The Technology team supports and enhances existing applications as well as designs, builds and procures new solutions to meet requirements and enable the evolving business strategy.

As part of this group, a dedicated Data Programme team has been mobilised as a key foundational programme to support the execution of the overarching Investment Solutions and Service strategy.

About your role

• The Investment Reporting Data Product Owner role is instrumental in the creation and execution of a future state data reporting product to enable Regulatory, Client, Vendor, Internal & MI reporting and analytics. The successful candidate will have an in- depth knowledge of all data domains that represent institutional clients , the investment life cycle , regulatory and client reporting data requirements.
• The role will sit within the ISS Delivery Data Analysis chapter and fully aligned with our cross functional ISS Data Programme in Technology, and the candidate will leverage their extensive industry knowledge to build a future state platform in collaboration with Business Architecture, Data Architecture, and business stakeholders.
• The role is to maintain strong relationships with the various business contacts to ensure a superior service to our internal business stakeholders and our clients.

Key Responsibilities

Leadership and Management:

• Lead the ISS distribution, Client Propositions, Sustainable Investing and Regulatory reporting data outcomes defining the data roadmap and capabilities and supporting the execution and delivery of the data solutions as a Data Product lead within the ISS Data Programme.
• Line management responsibilities for junior data analysts within the chapter, coaching, influencing and motivating them for high performance.
• Define the data product vision and strategy with end-to-end thought leadership.
• Lead and define the data product backlog , documentation, enable peer-reviews, analysis effort estimation, maintain backlog, and support end to end planning.
• Be a catalyst of change for driving efficiencies, scale and innovation.

Data Quality and Integrity:

• Define data quality use cases for all the required data sets and contribute to the technical frameworks of data quality.
• Align the functional solution with the best practice data architecture & engineering.

Coordination and Communication:

• Senior management level communication to influence senior tech and business stakeholders globally, get alignment on the roadmaps.
• Coordinate with internal and external teams to communicate with those impacted by data flows.
• An advocate for the ISS Data Programme.
• Collaborate closely with Data Governance, Business Architecture, and Data owners etc.
• Conduct workshops within the scrum teams and across business teams, effectively document the minutes and drive the actions.

About you

• The Investment Reporting Data Product Owner role is instrumental in the creation and execution of a future state data reporting product to enable Regulatory, Client, Vendor, Internal & MI reporting and analytics. The successful candidate will have an in- depth knowledge of all data domains that represent institutional clients , the investment life cycle , regulatory and client reporting data requirements.
• The role will sit within the ISS Delivery Data Analysis chapter and fully aligned with cross functional ISS Data Programme in Technology, and the candidate will leverage their extensive industry knowledge to build a future state platform in collaboration with Business Architecture, Data Architecture, and business stakeholders.
• The role is to maintain strong relationships with the various business contacts to ensure a superior service to our internal business stakeholders and our clients.

Key Responsibilities

Leadership and Management:

• Lead the ISS distribution, Client Propositions, Sustainable Investing and Regulatory reporting data outcomes defining the data roadmap and capabilities and supporting the execution and delivery of the data solutions as a Data Product lead within the ISS Data Programme.
• Line management responsibilities for junior data analysts within the chapter, coaching, influencing and motivating them for high performance.
• Define the data product vision and strategy with end-to-end thought leadership.
• Lead and define the data product backlog , documentation, enable peer-reviews, analysis effort estimation, maintain backlog, and support end to end planning.
• Be a catalyst of change for driving efficiencies, scale and innovation.

Data Quality and Integrity:

• Define data quality use cases for all the required data sets and contribute to the technical frameworks of data quality.
• Align the functional solution with the best practice data architecture & engineering.

Coordination and Communication:

• Senior management level communication to influence senior tech and business stakeholders globally, get alignment on the roadmaps.
• Coordinate with internal and external teams to communicate with those impacted by data flows.
• An advocate for the ISS Data Programme.
• Collaborate closely with Data Governance, Business Architecture, and Data owners etc.
• Conduct workshops within the scrum teams and across business teams, effectively document the minutes and drive the actions.

Your Skills and Experience

• Strong leadership and senior management level communication, internal and external client management and influencing skills.
• At least 15 years of proven experience as a senior business/technical/data analyst within technology and/or business change delivering data led business outcomes within the financial services/asset management industry.
• 5-10 years as a data product owner adhering to agile methodology, delivering data solutions using industry leading data platforms such as Snowflake, State Street Alpha Data, Refinitiv Eikon, SimCorp Dimension, BlackRock Aladdin, FactSet etc.
• Outstanding knowledge of Client life cycle covering institutional & wholesale with a focus on CRM data, Transfer agency data.
• Very good understanding of the data generated by investment management processes and how that is leveraged in Go-to market capabilities such as client reporting, Sales, Marketing.
• Excellent knowledge of regulatory environment with a focus on European regulations and ESG specific ones such as MIFID II, EMIR, SFDR.
• Work effortlessly in different operating models such as insourcing, outsourcing and hybrid models.
• Automation mindset that can drive efficiencies and quality in the reporting landscape.
• Knowledge of industry standard data calcs for fund factsheets, Institutional admin and investment reports would be an added advantage.
• In Depth expertise in data and calculations across the investment industry covering the below.
• Client Specific data: This includes institutional and wholesale client, account and channels data, client preferences and data sets needed for client analytics. Knowledge of Salesforce desirable.
• Transfer Agency & Platform data: This includes granular client holdings at various levels, client transactions and relevant ref data. Knowledge of role of TPAs as TA and integrating external feeds/products with strategic inhouse data platforms.
• Investment data: This includes investment life cycle data covering data domains such as trading, ABOR, IBOR, Security and fund reference.
• Should possess Problem Solving, Attention to detail, Critical thinking.
• Technical Skills: Hands on SQL, Advanced Excel, Python, ML (optional) and knowledge of end-to-end tech solutions involving data platforms.
• Knowledge of data management, data governance, and data engineering practices
• Hands on experience with data modelling techniques such as dimensional, data vault.
• Willingness to own and drive things, collaboration across business and tech stakeholders.