Senior Consultant, Aladdin Transformation - Data & Integration

We are seeking a Senior Consultant with deep experience working with data from Aladdin to support investment, risk, and operational data needs across the organization. This role is ideal for someone who understands investment workflows, works effectively with complex datasets, and can turn data into clear reporting, analysis, and process improvements.
The Senior Consultant will work closely with business stakeholders, data teams, and technology partners to support data analysis, reporting design, operating model improvements, and scalable data solutions using Aladdin data. The ideal candidate combines strong investment data knowledge with hands-on analytical skills and the ability to improve how data is used across teams.

WORKPLACE VALUES
The post holder will be expected to operate in line with our workplace values which are:

• Growth mindset
• Resilience
• Humility
• Positivity
• Creativity
• Openness

KEY BEHAVIOURS 

• Understanding the strategic drivers for your work area. Align activities to contribute to wider organisational priorities.
• Understanding your own level of responsibility. Display confidence when making difficult decisions, even if they prove unpopular. Present strong recommendations in a timely manner.
• Communicate in a straightforward, honest and engaging manner, choosing appropriate styles to maximise understanding. Ensure communication has a clear purpose and takes into account individual needs. Share information as appropriate and check understanding. Show positivity and enthusiasm towards work encouraging others to do the same. Ensure important messages are communicated with colleagues and stakeholders respectfully, taking into consideration the diversity of interests.
• Encourage joined up teamwork within own team and across other groups. Establish professional relationships with a range of stakeholders. Collaborate to share information, resources and support. Invest time to develop and respect one another.
• Successfully deliver high quality outcomes that meet client needs. Identify risks and resolve issues efficiently.
• Show a positive approach to keeping the whole team’s efforts focused on the top priorities.
• Attending such training/personal development courses as may be considered necessary.
• Comply with relevant health and safety legislation and the policies and procedures of Strata in the performance of his/her duties. This includes the requirement to take reasonable care of themselves and others affected by their work activities, use equipment correctly and apply safe-working practices effectively, to remove or minimise risk of accident, injury or ill health.
• Practice and promote equality and diversity and the fair and equitable treatment of all staff and clients

KEY RESPONSIBILITIES

• Gather and document business requirements related to investment, risk, operations, and performance data and reporting.
• Analyze and interpret data sourced from Aladdin to identify trends, gaps, exceptions, and opportunities for improvement.
• Translate business needs into data requirements, reporting frameworks, dashboards, and analytical outputs.
• Support data validation, reconciliation, and quality control processes across investment and operational datasets.
• Prepare clear summaries, recommendations, and implementation plans for business stakeholders and leadership.
• Facilitate working sessions with business and technical teams to define processes, requirements, and data usage models.
• Collaborate with engineering, analytics, and platform teams to support data integration, transformation, and downstream use of Aladdin data.
• Provide subject matter expertise across portfolio, benchmark, holdings, performance, risk, and related investment data domains.
• Improve governance, controls, and documentation for critical investment data and reporting processes.
• Mentor junior team members and contribute to team standards, documentation, and knowledge sharing.

REQUIRED QUALIFICATIONS

• 3-5+ years of experience in financial services, asset management, or data-focused transformation roles.
• Strong experience working with data from Aladdin in an analytics, operations, implementation, or platform support capacity.
• Understanding of investment management concepts such as portfolios, holdings, benchmarks, exposures, performance, and risk.
• Experience translating business problems into structured analysis, requirements, and practical solutions.
• Strong SQL and data analysis skills, with experience working across large and complex datasets.
• Experience with reporting, dashboarding, and visualization tools such as Power BI, Tableau, or similar platforms.
• Ability to communicate effectively with business stakeholders and technical teams.
• Strong problem-solving, organization, and project execution skills.
• Bachelor’s degree in finance, economics, data analytics, information systems, or a related field.

PREFERED QUALIFICATIONS 

• Experience supporting Aladdin-related implementations, data onboarding, reporting transformations, or operating model enhancements.
• Familiarity with asset management operations, middle office workflows, or investment data architecture.
• Experience with Python, data modeling, or cloud-based data environments.
• Knowledge of data governance, controls, and reconciliation frameworks within financial services.
• MBA, CFA, CAIA, or other relevant professional certification.

SUCCESS IN THIS ROLE

• Builds strong working relationships across business and technical teams.
• Turns complex Aladdin data into useful reporting, analysis, and operational improvements
• Balances strategic thinking with hands-on execution.
• Improves the quality, usability, and reliability of investment data and reporting.
• Leads workstreams independently and contributes to team goals.

INCLUSIVITY
We want to harness diverse thinking and aspire to have a diverse workforce because, in our view, diversity enables better business outcomes and we recognise that we need Inclusion, Diversity and Equality to be successful. We want to attract, retain and develop diverse talent at all levels.