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Chase · 2 weeks ago

Senior Associate - Real Estate Data Operations

390 Madison Ave, New York, NY, 10017, US

Full-time

Onsite

Mid, Senior Level

$90K/yr - $145K/yr

3+ years exp

Chase is a leading financial institution, and they are seeking a Senior Associate in Cross Alts Platform Operations. This role involves managing and optimizing critical data processes that support investment decisions, client reporting, and asset accounting.

BankingFinancial Services

Responsibilities

Lead the end to end management and governance of asset master data across the investment management and accounting platforms. Manage business inquiries with a client service mindset-meeting SLAs, resolving discrepancies, and keeping operational data accurate, current, and aligned to requirements

Develop and maintain data governance frameworks; harmonize data definitions and standards across teams. Identify and implement workflow automation (SQL, Python, Alteryx, UI Path, AI) to streamline processes, minimize manual effort, and uplift data quality

Collaborate with technology partners on system upgrades and configuration enhancements. Contribute to solution design, testing, and rollout of new or enhanced workflows to ensure they meet business objectives and operational needs

Prepare and deliver clear, client-ready presentations and reports covering operational metrics, trends, and exception counts. Serve as a liaison with property managers, data vendors, and technology providers to ensure seamless data flow and proactive communication

Work closely with teams in other global locations to coordinate projects, share best practices and deliver consistent, high-quality service across regions

Qualification

Data managementSQLProject managementPythonAlteryxTableauAdvanced ExcelRelationship managementPresentation developmentReal estate experienceData governance toolsCommunication skillsOrganizational skills

Required

Three or more years of experience in data management or a related operational role within real estate investment management, asset management, or property management

A strong analytical mindset—capable of interpreting complex datasets to inform strategy and guide operational improvements

Experience in project management and business analysis, with a track record of enhancing data-driven operational processes

Exceptional relationship management and communication skills, with a demonstrated ability to engage with stakeholders, understand and anticipate client needs, and deliver proactive solutions

Experienced in managing complex cross functional initiatives, driving disciplined follow-through and ensuring high standards of service delivery across diverse business and technical stakeholders

A technical skillset that includes any combination of SQL, Alteryx, Tableau, advanced Excel, Python (or other automation tools) applied creatively to solve operational challenges and improve efficiencies

Strong organizational skills, with the ability to efficiently prioritize and manage multiple tasks and projects in a fast-paced environment

Proficiency in developing presentations and fluency in Microsoft Office tools (Teams, Planner, PowerPoint, Word, Excel)