Reference Data Services

Financial Services

ReferenceDataServicesIntermediateAnalyst-ClientOnboarding-APACShift

$850–1300k ~AI est. Philippines FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Reference Data Services Intermediate Analyst - Client Onboarding - APAC Shift at Reference Data Services. Skills: Process management, Cross-functional coordination, Stakeholder management. Manage and optimize operational processes. Coordinate activities across different departments”

What You'll Achieve.

Improve operational efficiency; Enhance stakeholder satisfaction; Achieve key performance indicators

Industry & Context.

Financial Services
Problems you'll solve

Process optimization; Root cause analysis

What They're Looking For.

Must Have

5+ years of experience in a relevant field, Bachelor's degree or equivalent experience

Nice to Have

Master's degree or advanced certification, Experience with specific industry software

What You'll Do.

Manage and optimize operational processes

Coordinate activities across different departments

Oversee vendor relationships and performance

Liaise with stakeholders to ensure alignment

Monitor and report on key operational metrics

Plan and allocate resources effectively

Identify and implement process improvements

Ensure compliance with operational standards

How You'll Work.

Team & Collaboration

Cross-functional teams; External vendors; Internal stakeholders

Communication Scope

Stakeholder reporting; Process documentation

Full Job Description

The Reference Data Services Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. **_Responsibilities:_** * Responsible for opening and maintaining customer sub-accounts or product pricing setups, and actively ensuring that customer/product data details and settlement instructions across a variety of systems remain up to date. * Liaises with other operational teams globally to ensure that a globally consistent model is followed with respect to this critical reference data. * Ensures that statutory and regulatory obligations are met when new relationships with clients product/pricing sets are established. * Verifies all details of the client/product from a regulatory and control perspective for Institutional Client Accounts * Serves as escalation point for issues and complex processing. * Involved in key projects for unit. * Delivers daily project work and escalation management, routine and defined tasks, while developing knowl

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