What are the responsibilities and job description for the Strategist – Security Reference Data position at Artisan Partners?
Artisan Partners Limited Partnership is seeking an experienced strategist to join our Trade Operations Group to support the evolution of our security reference data framework that underpins our investment, risk, regulatory, and reporting processes. The ideal candidate will bring deep subject matter expertise, ability to execute and get things done, strong strategic views, and a focus on operational excellence, automation, and process improvement.
Responsibilities
The candidate can expect to:
- Engage in the setup, validation, and ongoing maintenance of security master and reference data records to ensure accuracy of key fields such as coupon, maturity, identifiers, and classifications
- Engage in the accurate capture and processing of corporate actions and events, including dividends, splits, mergers, rights issues, restructurings, and related payment structures
- Act as primary liaison with data vendors and market dealers to resolve discrepancies, source new datasets, and ensure service-level expectations are met
- Identify and resolve data exceptions, discrepancies, and failures, escalating issues where appropriate to maintain straight-through processing and operational continuity
- Maintain and enhance process documentation, policies, and governance standards while driving process improvements and ensuring consistency across teams
- Implement quality control and validation frameworks, including audits, cross-checks, exception monitoring, and integrity surveillance
- Oversee the onboarding, mapping, and integration of new data sources and vendor feeds into internal platforms
- Partner with technology to advance automation, build rule engines, enhance pipelines and APIs, and support scalable, cloud-based operations
- Monitor and report on performance metrics such as error rates, latency, completeness, coverage, and SLA adherence to embed accountability and transparency
- Ensure interoperability of security reference data across core OMS platforms, while aligning with downstream domains including positions, pricing, and performance analytics
- Influence investment data strategy by recommending enhancements to the Snowflake data model and evolving rules, hierarchies, and data quality standards
Qualifications
The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:
- Bachelor’s degree in Finance, Economics, Data Management, or related field
- 8–12 years of experience in financial data operations, security master management, or market data management, with at least 3–5 years in a strategic role
- Strong knowledge of security reference data, corporate actions, and market data processes
- Strong understanding of security reference data across equities, fixed income, and derivatives
- Familiarity with investment management systems (e.g., Aladdin, Bloomberg, Refinitiv, Markit, ICE)
- Experience with data quality tools, automation, APIs, and cloud-based data infrastructure
- Proven ability to work across functions and manage vendor relationships
- Experience with Snowflake or other enterprise data platforms a plus
- Excellent problem-solving, analytical, and communication skills
- Demonstrated ability to translate operational needs into investment data requirements and influence data strategy at the firmwide level
Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.
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