December 20, 2021

What is a Market Data Benchmark Review? In our benchmark review we aim to capture and analyze business spend, document and record internal workflows and compare these results with standards we view lead the industry. The review is broken down into down into 4 sections


August 3, 2021

When to escalate w/ Vendors? When engaging with a market data vendor during a renewal, escalation can be a highly effective negotiation strategy. Most individuals’ tasks with managing these market data vendor renewals have no authority to approve spend.


January 13, 2021

What are soft dollars?   Soft dollars are a means of paying for market data and research services through a brokerage firm’s account rather than your own company’s account. In general, soft dollar arrangements are allowable, so long as the services purchased with client commissions are used by the investment management firm to support their investment decision making process.   


March 7, 2018

Business Analyst

Job Summary

The ideal candidate is a team player who will be responsible for providing high quality market data administration, inventory support and vendor management to our managed service customers.


  • Process requests from our customers in a timely manner
  • Build cross-functional partnerships, internally and externally
  • Maintain market data inventory accurately
  • Reconcile and process vendor invoices for payment; investigate and resolve any cost discrepancies
  • Prepare, verify, and distribute reports
  • Contribute to and participate in regular service review meetings or conference calls with customers
  • Monitor and report on a regular basis Service Level Agreement metrics
  • Promote the managed service activities, and projects that may benefit the customer and increase revenue
  • Become a subject matter expert in the assigned customer’s profile of market data services with a specific focus on their business
  • Maintain a competitive market knowledge
  • Keep all documentation, including customer process documents, up to date


  • Bachelor’s degree or equivalent experience in IT/Finance
  • Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
  • Strong written, verbal and collaboration skills
  • Ability to detect errors in detailed/complex numerical reports and recommend/take corrective action promptly and proactively
  • Able to work independently and collaboratively with all levels of staff and management
  • Ability to multi-task, work in a dynamically changing environment and under pressure
  • Proven data analysis and problem-solving skills
  • Strong organizational skills

Telecommute Level

  • Frequently

Job Type: Contractor

For more information please fill out our job application by clicking here


September 21, 2017

The first two articles in this series focused on the Challenges of Managing Market Data and Market Data Licensing Recommendations. Now we focus on market data vendor management.