Data Management Analyst

Key Responsibilities

1. 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     Stale or outdated Salesforce data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

2. 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

3. 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

4. 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