Front Office Data Steward & Analytics Lead – CRM Optimization

Reposted 5 Days Ago
Be an Early Applicant
New York, NY
In-Office
150K-200K Annually
Mid level
Financial Services
The Role
Lead the optimization of CRM data management, leveraging AI and analytics to enhance data integrity, automate workflows, and derive actionable insights.
Summary Generated by Built In

Front Office Data Steward & Analytics Lead – CRM Optimization

Role Overview:

We are seeking a highly skilled professional to transform how Mizuho’s Equity Sales & Research Departments manage and leverage data. This role will bridge front office, business operations and technology, ensuring data integrity, optimizing readership analytics, and driving automation through AI and advanced data science techniques. The ideal candidate will combine technical expertise with a strong understanding of CRM systems and business processes to deliver scalable, intelligent solutions.

Key Responsibilities:

1. Data Stewardship & Governance

  • Own and manage the integrity of CRM data (firms, contacts, subscriptions) across platforms like Prism.
  • Develop automated workflows for:
    • Employment changes and client creation.
    • Contact enrichment for readership hits.
    • Duplicate detection and merging.
    • Data reconciliation between Prism and third-party vendors.
  • Implement AI-driven tools for data quality checks and anomaly detection.

2. Readership Analytics & Insights

  • Design and deploy advanced analytics models to extract actionable insights from readership data.
  • Solve embargoed data challenges by automating unmasking processes post-embargo.
  • Build predictive models to identify high-value contacts based on consumption patterns.
  • Integrate readership data from BlueMatrix, Factset, Capital IQ, and other sources into CRM for real-time visibility.

3. Subscription & Unsubscribe Management

  • Automate unsubscribe workflows using AI/NLP to interpret client intent from unstructured emails.
  • Create self-service tools for clients to manage subscription preferences.
  • Reduce manual intervention and improve client experience through intelligent routing and categorization.

4. Sell-Side Contact Identification

  • Develop systematic processes and machine learning models to identify and block sell-side contacts.
  • Collaborate with business teams to enforce compliance and maintain accurate segmentation.

5. Email Delivery & Monitoring

  • Implement robust monitoring and alerting systems for BTS email transfers to SendGrid/Datazoic.
  • Use AI-driven anomaly detection to identify delivery failures and bounce patterns proactively.

Required Skills & Qualifications:

  • Technical Expertise:
    • Proficiency in Python or similar programming languages for automation and data processing.
    • Strong knowledge of AI/ML techniques for data cleansing, predictive analytics, and NLP.
    • Experience with data science workflows, including ETL, modeling, and visualization.
  • CRM Knowledge:
    • Deep understanding of CRM systems (e.g., Prism) and integration with third-party platforms.
  • Data Management:
    • Expertise in data governance, stewardship, and quality assurance.
  • Analytical Mindset:
    • Ability to translate complex data into actionable business insights.
  • Communication & Collaboration:
    • Work closely with research, sales, and IT teams to align data strategy with business goals.

The expected base salary ranges from $150,000- $200,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

#LI-Onsite

Other requirements

Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process.   

Company Overview

Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill​, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit www.mizuhoamericas.com.​​

Mizuho Americas offers a competitive total rewards package.

We are an EEO/AA Employer - M/F/Disability/Veteran.

We participate in the E-Verify program.

We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law.

Top Skills

AI
ETL
Machine Learning
Nlp
Prism
Python
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The Company
HQ: Chiyoda-Ku, Tokyo
8,826 Employees
Year Founded: 2001

What We Do

This is not your typical financial institution. It’s our people who make us a cut above. Here, every person is respected because of their differences, not in spite of them. We pride ourselves on a culture of purpose, passion and compassion.

At Mizuho, we provide the stability of an international industry leader with the career trajectory of a growing business. Our steady, strategic growth gives our people at all levels rewarding degrees of responsibility and a richer work experience than a boutique firm or an established giant could offer alone.

Working for Mizuho opens doors not just to a rewarding career with excellent prospects, but to lasting friendships with colleagues from diverse cultures. It’s the local expertise of our employees that makes our global network so powerful. By collaborating with colleagues and clients who have your same ambition, you can amplify your sphere of influence and base of knowledge as part of one of the largest—and growing—banks in the world.

We’re all global citizens, and that’s why our company feels compelled to make an impact through more than just drawing up deals. We prove that it’s possible to do well and do good. We do right by our clients, our community and each other.

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