Investment Data Governance Analyst

Why you’ll love working here:

• high-performance, people-focused culture

• our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves

• learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth

• membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security

• competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account).

• optional post-retirement health and dental benefits subsidized at 50%

• yoga classes, meditation workshops, nutritional consultations, and wellness seminars

• the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers

Job Summary

Reporting to the Director, Investment Data Governance, the Investment Data Governance Analyst is responsible for a broad range of Data Governance activities supporting all groups within the Investment data space. This position will require knowledge of Data Governance best practices as it pertains to investment data, as well as an understanding of how investment data resides within Investment Applications and how to enable it for data driven decision making. The position also requires familiarity with investments instruments at a macro level as well as the ability to quickly develop a detailed understanding of HOOPP investment Products & Strategies.

The individual will be focused on implementing and enhancing Data Governance solutions (designing and building data quality validations), provide operational support such as maintenance of Data Dictionary/Catalog, and provide operational support for Data Governance tools. The individual will work with the Director to establish strong data governance practices across Finance, HOOPP and promote a data governance culture.

What you will do:

Data Governance Solutions

• Support the development and enhancements to technology solutions around key data governance focus areas of data dictionary/catalog, metadata management, data quality management, data flows/diagrams and access management.

• Interpret business data quality requirements to develop data quality checks and reconciliations within the data quality tool.
• Work closely with IT partners during the development of new solutions and data governance related applications, including requirements validation and testing.
• Provide ongoing support, training and education to help users navigate, maintain and effectively use for data governance tools.
• Monitor data governance tools on a daily basis, perform ongoing maintenance, validate the health of the tool (i.e. successful job completions, data restrictions are respected, access restrictions are up to date).

Data Governance Process and Implementation

• Support the enforcement and adherence to HOOPP data governance principles and Investment Data Governance policy.
• Promote data governance practices and their importance in maintaining data quality and compliance to stakeholders.

Data Governance Function Support

• Monitor and review adherence to data governance controls, investigate exceptions and coordinate with the appropriate stakeholders to track remediation through to resolution.
• As part of the Data Governance Function, provide guidance, training and ongoing support to Data Owners, Data Stewards and Data Custodians in fulfilling their responsibilities within the Federated Data Governance framework.
• ·Support Quarterly Access Reviews for data governance solutions, and other activities related to Data Governance and Compliance as required (i.e. ICFR, IT GRC, etc).
• Administer KPI and metric reports to gauge the health and maturity of data governance program.
• Understand and right size the governance of the data that is made available to end users and systems.

Data Governance for the Onboarding of data

• Publish data assets in the Enterprise Data Platform (EDP), ensuring Data Owner, Data Steward and Data Custodian roles are assigned and documented before publication.
• Review data contracts submitted by teams for completeness, clarity and alignment with data governance standards, working with stakeholders to address gaps.
• Support the provisioning of new data requests, to ensure adherence to standards and prevent data duplication.
• Recommend data domain placement and field naming
• Facilitating users in accessing the most suitable data sources.

Metadata Governance

• Partner with stakeholders and data stewards to define and instrument metadata capture and storage for the Critical Data Elements
• Evolve business glossary and facilitate the linkage between business definitions and the underlying technical metadata.

Data Governance of Investment Data and Understanding of HOOPP’s Investments

• Have an in depth understanding of how investment data flows into and is captured within Investment Applications at HOOPP. Create process and trade flow and process diagrams.
• Develop an understanding of the Fund Portfolio Structure and the rationale for its design. Develop and maintain a deep understanding of the characteristics of all the marketable securities, derivative contracts and other investments (i.e. externally managed hedge funds, infrastructure, private equity and real estate) that are contained within the various Fund Portfolios.

Documentation

• Create lineage diagrams, to establish confidence in the data and provide transparency to the data source.
• Document and update both existing and newly developed processes and workflows, ensuring they remain current and accessible to stakeholders.
• Regularly update procedures to ensure their relevance and accuracy.
• Create operational documentation for new data governance solutions.

What you bring:

• Bachelor’s degree in engineering, math or a field related to information, data management, analytics, or financial services.
• 3+ years of experience in implementing data governance, data analytics or data quality tools.
• At least 2 years’ work experience in Financial Services within the Pension domain (preferred).
• Completion of Canadian Securities Course.
• Enrolment or completion of relation professional training (e.g., CFA) is an asset.
• Knowledge in data governance technology, business process modelling, metadata, data lineage, data classification, data quality and enterprise implementation of data governance tools and solutions.
• Experience with tools and applications such as Snowflake, SimCorp Dimension, GoldenSource, Bloomberg, Precisely Data360 DQ+, AWS SageMaker Unified Studio, Atlan.
• Experience with Python, and Business Intelligence tools.
• Intermediate SQL skills
  • Understanding and usage of SQL keywords, data types, constraints, pivots, sub queries, logical and comparison operators, and advanced joins (inner, outer) and unions.
  • Can generate complex data reports using GROUP BY and aggregate functions.
• Advanced Excel Skills
  • Ability to write and create advanced formulas using VLOOKUP, Arrays, Index and Match functions, debug and audit.
• Proficiency in debugging error messages among various applications is essential for this role, ensuring smooth software operation and user experience.
• Understanding of Cloud, architectural concepts - data lake, data warehouse, relational databases, data ingestion, ETL etc.
• Excellent verbal and written communication to effectively articulate and communicate with both business and technical development teams.
• A team player with a good understanding of the Agile methodology and Change management.

The actual base salary offered to the successful candidate may vary based on multiple factors including, but not limited to, individual's expertise and level of experience applicable to the role they are being offered.

This role is eligible to participate in discretionary incentive plan(s), subject to the terms and conditions of the applicable incentive plan text.

HOOPP may use artificial intelligence tools to assist in screening, assessing and selecting applicants for this position. These tools support our recruitment process but do not replace human judgment and decision-making.