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Senior Data Supply Chain Analyst

Cetera Financial Group
17 hours ago
Full-time
On-site
San Diego, United States
Indeed

The Senior Data Supply Chain Analyst is a highly experienced, expert-level individual contributor and subject matter expert responsible for analyzing, documenting, and improving the financial and other data Cetera receives from external parties across the wealth management data supply chain. The role reports to the Head of Third Party Data and works across a portfolio of hundreds of third-party providers and feeds end-to-end—from source and file structure through intermediaries, ingestion, enterprise platforms, mastered data, reporting, and advisor and client experiences. The analyst translates complex data problems into clear evidence, confirmed root causes, and actionable recommendations that improve data quality and increase confidence in enterprise reporting, analytics, and business decision-making. The role begins with the Product Sponsor Quality initiative and supports the broader Third-Party Data remit covering all external parties — product sponsors, custodians, clearing firms, transfer agents, recordkeepers, aggregators, market utilities, and technology and data providers. The analyst performs cross-source reconciliation and root-cause work, and partners across Data Experience, Strategic Relations, Due Diligence, Operations, Data Quality, MDM, Data Trust, Architecture, and Engineering, as well as with the Product Sponsors directly, to reduce data friction at the source. The team enables Project Crystal Ball (PCB) and the role requires hands-on depth with industry data feeds. Core Responsibilities: Portfolio Coverage & Documentation Establish and maintain reusable source profiles, file specifications, data dictionaries, mappings, change histories, and known-issue logs for assigned sources. Manage a portfolio of third-party providers and feeds along with the inventory of files, interfaces, business purposes, internal consumers, identifiers, and key contacts current. Maintain consistent reconciliation over time, in alignment with the team so there is a consistent view and common understanding across all Product Sponsors. Participate in the design and development of the framework by which to manage Product Sponsor discussions to increase the overall confidence of the data Cetera receives, including completeness and quality. This includes source-to-consumer data-flow and lineage documentation, and attribute-level mapping to enterprise domains such as Account, Position, Transaction, Security, Product, Sponsor, Financial Professional, Client, and Reference Data. Establish and maintain documentation and analytical standards for third-party data analysis, reconciliation, and source assessment activities. Produce consistently high-quality, well-documented analysis and serve as a subject matter expert for assigned providers, feeds, and data domains. Industry Data Feed Analysis & Reconciliation Serve on a team of primary subject matter experts for assigned third-party providers and feeds, providing consultation and guidance to Data Experience, Data Quality, Architecture, Engineering, Operations, and business stakeholders on data sourcing, mappings, lineage, and issue resolution. Work hands-on and at depth with third party data feeds, including industry feeds, e.g. DST FAN Mail, BNY DAZL, and DTCC / NSCC (NSCC IPS — POV, FAR, PRP, COM; Payment aXis commission settlement), as well as proprietary feeds. Trace and validate how feeds move through clearing-firm files (Pershing, NFS/Fidelity, Schwab), aggregation via Broadridge / IDM (Investigo) and Albridge / ABR-DW, FI360 for retirement plan data, and downstream SmartWorks (PBD/CIS) and AdviceWorks. Identify and execute upon cross-source profiling, reconciliation, and gap analysis of accounts, positions, transactions, balances, identifiers, and mappings, and quantify scale and business impact. Investigate complex issues such as DTCC/DST coexistence and suppression logic, duplicate-transaction propagation, and timing or staleness; distinguish symptoms, failure points,…

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