Reference Data Associate

You are a strategic thinker passionate about driving solutions. You have found the right team.

As a Reference Data Associate, you manage and support the delivery of a global strategy across Investor Services products. Your focus will on the Client Account Services Model (CIM), Client Documentation, Accounts, and Entitlements. We oversee in-flight remediation projects, identify risks and barriers, define project roles and responsibilities, manage governance, and track deliverables to ensure successful remediation.

Job Responsibilities:   

• Support Client Account Services activities for in-flight documentation remediation projects.
• Work across several products and remediation projects, including regulatory requirements and control/risk-related issues.
• Handle client agreements and related documentation.
• Lead a team performing functions such as searching, scanning, and indexing legal documents to electronic imaging systems.
• Maintain client records.
• Review documents to ensure they satisfactorily meet specific outlined requirements.
• Contribute to a wider team and provide regular progress updates.
• Maintain an understanding of client documents.
• Approach work with a control mindset.
• Demonstrate an understanding and application of policies and procedures.

Required qualifications, capabilities and skills: 

• Demonstrated strong people management skills.
• You must have at least 5+ years of experience 
• You must hold at least bachelor's degree or above
• Excellent verbal and written communication abilities.
• Effective leadership skills with the ability to motivate and inspire a team.
• Strong analytical skills for problem-solving and decision-making.
• Willingness to work in a fast-paced environment with multiple deliverables.
• Proven expertise in time management, organization, and attention to detail.
• Proficiency in Microsoft Office suite of applications.