Investment Data Management Consultant – Security Master & Reference Data

Investment Data Management Consultant – Security Master & Reference Data

Type: Full-time, Permanent

Location: Remote (US-based)
Travel: As needed, up to one week per month

About Cutter:

At Cutter Associates, we empower the world’s leading asset managers and asset owners with the intelligence they need to stay ahead. For nearly 30 years, and with a global presence, we’ve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions. Our global team is known for its deep domain expertise, collaborative spirit, and relentless curiosity. As we expand into new markets and capabilities, now is the perfect time to grow your career with a company that values insight, innovation, and impact.

As we expand our reach and deepen our impact, we’re looking for a Investment Data Management Consultant who thrives in dynamic environments, solves complex challenges with creativity, and brings a team-first mindset. If you’re ready to accelerate your career while helping our clients evolve, we’d love to connect.

Role Summary:

This role will focus on security master, reference data, data quality, and governance within complex investment data environments. The consultant will work closely with client data management teams, business stakeholders, and an enterprise architect to translate business requirements into functional specifications, document target-state processes, and support implementation and testing activities.

The ideal candidate combines strong investment management domain knowledge with hands-on business analysis, data management, and implementation experience.

Key Responsibilities

• Gather, analyze, and document business, data, and functional requirements for investment data management platform implementations.
• Develop business process flows, data pipeline documentation, functional specifications, architecture documentation, and decision-support materials.
• Partner with enterprise architects and technical teams to translate business requirements into target-state solution designs.
• Develop and execute test scripts, validate data, document defects, and support resolution throughout the implementation lifecycle.
• Design and implement data quality rules, validation logic, and controls to support accurate and consistent investment data.
• Support security master and reference data workflows, including data sourcing, enrichment, mastering, reconciliation, and exception management.
• Contribute to data governance, metadata management, data lineage, and data cataloging activities.
• Collaborate with client business, technology, investment operations, and data management stakeholders to support implementation decisions and delivery.
• Support implementation readiness, user acceptance testing (UAT), and post-implementation stabilization activities.

Required Qualifications

• 5+ years of relevant experience in investment data management, business analysis, or data platform implementation.
• Experience with at least one of the following investment data management platforms:
  • BNY Eagle Reference Data Center (RDC) or Eagle Data Vault
  • Arcesium
  • GoldenSource
  • Rimes
  • Markit EDM
• Strong understanding of security master, reference/master data workflows, data quality, metadata, and governance within investment management environments.
• Experience working within or closely alongside the data management function of an asset manager, asset owner, or institutional investor.
• Demonstrated ability to translate complex business and data requirements into clear functional specifications, process flows, and technical documentation.
• Experience with data validation, testing, and business process analysis.
• Strong stakeholder management and communication skills, with the ability to work effectively across business and technology teams.

Preferred Qualifications

• Hands-on experience implementing or enhancing enterprise investment data management platforms.
• Experience with data mapping, data integration, data pipelines, and source-to-target transformations.
• Familiarity with investment data domains including securities, pricing, corporate actions, positions, transactions, and portfolio data.
• Experience supporting data migration, platform modernization, or enterprise data transformation initiatives.
• Prior consulting or professional services experience supporting institutional investment management clients.
• Familiarity with SQL and data analysis tools used for data validation and troubleshooting.

Why Cutter:

At Cutter Associates, we believe people do their best work when they’re trusted, supported, and empowered to thrive - wherever they are.

• Established credibility, entrepreneurial spirit – Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm.
• Global reach - We partner with leading investment firms across North America, EMEA, and APAC, giving you meaningful exposure and exciting challenges.
• Fully remote, fully connected - We’re a remote-first company with a flexible work model and a deeply collaborative culture.
• Growth-focused - From client exposure and internal knowledge groups to tailored learning paths, we invest in your development from day one.
• Performance-driven, people-first - We offer competitive pay, bonuses, profit sharing, and benefits that support your whole self.
• A culture that values people - We take pride in our thoughtful, collaborative, and inclusive environment. We’re a team of individuals who care deeply - about our work, our clients, and each other.

Whether you’re launching your consulting career or bringing decades of experience, Cutter is a place where you can thrive.

Benefits at a Glance:

Our benefits vary slightly by location but are designed to support your health, financial wellness, and life outside of work. Highlights include:

• Competitive salary with annual performance bonus and profit-sharing opportunity
• 401(k) match (U.S.) or Superannuation contributions (Australia)
• A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering
• Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia)
• Long-term disability and life insurance fully paid by the company (U.S.)
• Flexible work model - fully remote with optional access to co-working spaces or offices
• Global collaboration and travel opportunities across North America, EMEA, and APAC.

Compensation: The anticipated base compensation range for this role is $165,000- $180,000 USD plus bonus, depending on factors such as experience, qualifications, market conditions, and geographic location. Final compensation will be determined based on individual background and alignment with the role’s responsibilities.