Reference Data Specialist

Reference Data Specialist

Elevate your career with us as a Party Reference Data Operations– Reference Data Specialist IV, where precision meets opportunity. Being part of a dynamic team that values your expertise in Party Reference Data Operations team supports compliance and manages and maintains reference data to ensure that our customers, employees, and lines of business are in adherence with firm standards and required regulations.

As a Reference Data Specialist IV within the Party Reference Data Operations team, you will be responsible for managing and maintaining internal & External client reference data. Your role will involve liaising business partners, conduct data analysis, and maintain MIS reports. This position values strong analytical skills and a collaborative approach to teamwork.

Job Responsibilities: The Reference Data Specialist IV role is responsible for:

• Manage daily production processes and coordinate a portfolio of projects to ensure timely and accurate delivery of reference data services
• Measure and analyze process performance, identify opportunities for improvement, and implement solutions to enhance operational efficiency and data quality
• Serve as a primary point of contact for stakeholders, ensuring effective communication and alignment on data requirements and remediation efforts
• Subject matter expertise in Party Reference Data and data quality management to maintain high business standards
• University graduate with 3+ years of experience in financial services or related industries
• Proven experience in managing and maintaining client or reference data within a large organization
• Strong proficiency in Microsoft Excel and other data analysis tools for reporting and data validation
• Excellent verbal and written communication skills, with the ability to interact effectively with stakeholders
• Demonstrated ability to prioritize tasks, manage time efficiently, and meet tight deadlines in a dynamic environment

 

Required Qualifications, Capabilities, and Skills:

• University graduate with 3+ years of experience in financial services or related industries
• Proven experience in managing and maintaining client or reference data within a large organization
• Strong proficiency in Microsoft Excel and other data analysis tools for reporting and data validation
• Excellent verbal and written communication skills, with the ability to interact effectively with stakeholders
• Demonstrated ability to prioritize tasks, manage time efficiently, and meet tight deadlines in a dynamic environment

 

Preferred capabilities and skills:

• Ability to interpret complex data sets, identify actionable insights, and recognize fact patterns, root causes, and key drivers
• Capable of building reusable data/process automations and designing interactive dashboards that deliver advanced analytics and actionable reporting for better decisions
• Demonstrated effectiveness working in a matrix environment and partnering with cross-functional teams to achieve shared goals
• Skilled at analyzing existing processes and identifying opportunities to enhance efficiency, strengthen controls, and drive operational excellence
• Experience performing Maker/checker functions on party data, ensuring accuracy and compliance with internal standards
• Capable of explaining complex concepts in simple terms and preparing concise executive summaries for stakeholders and leadership
• Proficient in maintaining MIS reports and leveraging data to support business decisions

Experience Level

Mid Level