Reference Data Analyst Resume Samples

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EG
E Goodwin
Elouise
Goodwin
26931 Tess Grove
Phoenix
AZ
+1 (555) 672 4658
26931 Tess Grove
Phoenix
AZ
Phone
p +1 (555) 672 4658
Experience Experience
Houston, TX
Reference Data Analyst
Houston, TX
Doyle-Powlowski
Houston, TX
Reference Data Analyst
  • Work closely with Portfolio Data management team and internal clients to develop and monitor sound workflows, controls, and procedures
  • Assist manager with the oversight of daily processes and client service
  • Provide a single source of 'hallmarked' financial management information
  • Manage and execute BAU projects where day-to-day functions allow
  • Liaise with internal/external stakeholders to provide exception management reconciliation/reporting
  • Manage setup of New Client’s account parameterization and swift messaging based on Account Opening Form
  • Provide ad-hoc research and support on items regarding expense and budget
Chicago, IL
Account & Reference Data Analyst
Chicago, IL
Simonis and Sons
Chicago, IL
Account & Reference Data Analyst
  • Perform supervisory reviews of completed and rejected work cases and provide feedback to Client Reference Data managers and processors
  • Review rejected requests for patterns and establish continuous improvement processes to reduce rejections and improve quality
  • Meet with business managers, requesters and Client Reference Data management regarding rejection analysis and improvement initiatives
  • Assist with onboarding and reference data maintenance supervisory review (QA) processes, including feedback review
  • Represent Client Reference Data by attending CIB Off-boarding working group sessions and population control meetings
  • Assist with training documents and training staff on new and revised processes
  • Create and maintain procedure documents and help drive control-centric environment
present
Boston, MA
Cib-account & Reference Data Analyst
Boston, MA
Parisian, Prosacco and Parisian
present
Boston, MA
Cib-account & Reference Data Analyst
present
  • Assist manager with adhoc metrics and projects
  • Work on Documentation review and Legal queues within Workflow
  • Manage employees that are not fully in compliance with credit guidelines to ensure continued eligibility and maintain related documentation
  • Participating in conference calls with Technical/Systems Implementations, clients, UAT, RIT, product and project managers
  • Participating in conference calls with Technical Implementations, clients, UAT, RIT, product and project managers
  • Maintain data to create weekly and ad hoc reports
  • Assist in covering inquiry inbox
Education Education
Bachelor’s Degree in Computer Science
Bachelor’s Degree in Computer Science
Northern Illinois University
Bachelor’s Degree in Computer Science
Skills Skills
  • Ability to focus on high quality work while under pressure
  • Good team player who is able to work well independently
  • Organised with an excellent attention to detail
  • Strong attention to detail
  • Good communication skills with the ability to be assertive
  • Strong SQL with Oracle and/or SQL Server databases
  • Proficient with MS Excel, Bloomberg, and related applications
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Ability to work independently, self-motivated, driven and task oriented
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15 Reference Data Analyst resume templates

1

Reference Data Analyst Resume Examples & Samples

  • Financial Planning & Reporting
  • Focus on understanding our clients' requirements and exceeding their expectations
  • Provide comprehensive analytics and tailored advice to help drive business performance
  • Play an integral role to the business in their decision making process
  • Provide a single source of 'hallmarked' financial management information
  • Leverage our global, bank-wide partnerships to drive value for our clients
2

Reference Data Analyst Resume Examples & Samples

  • Participate in monthly financial reporting and reconciliation activities
  • Monitor cost center activity against budget & forecast (accruals, expenses, etc)
  • Determine position of budget to actual expenses
  • Determine position of budget to FY forecast
  • Participate in annual planning process and work with Finance Team, Program leadership, PMO, Business staff, and IT staff
  • Provide ad-hoc research and support on items regarding expense and budget
  • Excellent relationship and interpersonal skills
  • Ability to work independently, self-motivated, driven and task oriented
  • Experience acting as intermediary between production and program, stakeholders, IT and strategic teams
  • Successful track record of taking ownership and resolution of tasks and issues
  • Extremely strong organizational skills
  • Excellent quantitative, analytical and problem solving skills
  • Timely escalation of project issues and risks
  • Good knowledge in accounting and/or finance
  • Very good understanding of project management methods and approaches
  • Ability to convey and report clearly, accurately and concisely through written and verbal communication
  • Good knowledge of investment banking business processes – front to back
  • Proficient knowledge of IT, including experience of IT-oriented projects, user requirements development, and testing
  • Hyperion Essbase working knowledge
  • BS in Finance or Accounting or equivalent industry experience
  • Experience working with financial and operational data
  • Must have experience with general ledger activities
  • Must understand accounting topics related to Capex, Opex, depreciation and be able to distinguish between cash budgets vs. P&L budgets
  • Proficient desktop tools knowledge, including MS Office, advanced Excel skills
3

Cib-acct & Reference Data Analyst Resume Examples & Samples

  • Partner with product and T&SS colleagues to effectively address client issues that fall outside of internal and client SLA’s
  • Extensive people management experience; responsibilities will involve right hiring and staffing recommendations. Will be responsible for people development, talent management & people retention process
  • Excellent organization & time management skills. Should exercise good judgment in prioritizing client deliverables
4

Reference Data Analyst Resume Examples & Samples

  • 1+ year of experience in an Investment Firm, Bank, or multi-strategy Hedge Fund working with reference data
  • Bachelor's Degree or higher in Business, Finance, or other related field
  • Solid understanding of most equity, fixed income, and derivative asset class characteristics (futures, options, swaps, forwards, rights, equities, bonds, asset backed securities, etc.)
  • Proficient with MS Excel, Bloomberg, and related applications
  • Experience working with Bloomberg, Reuters, & other third party market data providers
  • Prior experience with Advent Geneva
5

Reference Data Analyst Resume Examples & Samples

  • Experience with platforms and solutions for reference/master data management
  • Strong SQL with Oracle and/or SQL Server databases
  • Advanced user of MS Excel
  • Experience with reference / master data management
  • Data integration experience is a distinct advantage
  • Ability to work with data sources (relational / non-relational databases)
6

Reference Data Analyst Resume Examples & Samples

  • Knowledge of Data Management/Governance principles
  • Previous Ref. Data Management experience
  • Financial/Banking Knowledge
7

Cib-account & Reference Data Analyst Resume Examples & Samples

  • Strong, analytical, problem solving, and communication skills
  • Ability to translate business requirements into technical/functional specifications
  • 3+ years prior knowledge and experience with PWS (Payables Web Service), specifically the MCD module
  • Prior knowledge and experience with Rimage CD-ROM burners and related software
  • Willing to work after hours on the weekend if required, during End of Month production (first week of the month)
  • College education preferred
8

Cib-account & Reference Data Analyst Resume Examples & Samples

  • Meeting deadlines as dictated by SLAs and release schedules
  • Responsible for customer profile and transmission builds on RemitOne or Receivables Edge including customization
  • PC/Workstation usage skills in a Windows environment are required. Because of the technical nature of customer setups a computer/technical background is recommended. A college degree in Computer Science is desired or the equivalent in work experience
  • A good understanding of Lockbox production processes is required and Lockbox production environment experience is a definite plus
  • Understanding of EPOS, Payconnection, Consolidated Receivables and other Edge production a definite plus
  • Extra hours and weekend work attendance may be required with increasing frequency in the future because of the project requirements
  • Acts with initiative and enthusiasm
  • Ability to work either as a team member, independently, or perform with minimal supervision
  • Well organized and customer focused
  • Willingness to travel, if necessary
  • Escalation as required
9

Reference Data Analyst Resume Examples & Samples

  • Bachelor's Degree or higher in business, finance, or other related field
  • 1-5 years in an investment firm, bank, or multi-strategy hedge fund working with reference data
  • Experience working with Bloomberg, Reuters, and other third party market data providers
10

CIB Acct & Reference Data Analyst Client Reference Data Resume Examples & Samples

  • Preferred experience in handling client static data or client reference data, and JPMorgan systems
  • Understands the end-to-end client initiation process, with a general knowledge of a trade life-cycle
  • Understands the various guidelines imposed by Regulators, which include, but is not limited to ERISA, Client Money Accounts, AIFMD, and DGSD
  • Able to communicate with business partners and stakeholders, including those from Client Service, Middle Office and Sales
  • Able to manage and handle competing priorities
  • Good team player, self-motivated
  • Possesses strong analytical skills
  • Proficient in Microsoft Office suite of applications
11

Cib-account & Reference Data Analyst Resume Examples & Samples

  • Ensure Account Services team is functioning at or above SLA targets. Ensure team is accurately completing tasks
  • Assist manager with adhoc metrics and projects
  • Assist with weekly metrics reporting that will build out consistent, standardized metrics across Account Services
  • Work on Documentation review and Legal queues within Workflow
  • Assist in covering inquiry inbox
  • Run FDNA reports to ensure all prior day name and address changes are done correctly w/ proper documentation
  • Collect daily samples of Broadridge approved documents
  • Required to master the complexities of account service documentation as well as gain a solid understanding of the business model and infrastructure
  • Interact daily with broker dealers, client service representatives, internal operations and technology teams
  • Act as liaison with strategic third party vendor, Broadridge
  • Ability to work in a fast paced deadline driven environment
  • Bachelors degree or equivalent work experience required
  • Advanced analytical skills required
  • Strong PC skills (Excel, Word, Access, Powerpoint, Internet)
  • Overtime required
  • Series 99 license must be obtained within 90 days
12

Cib-account & Reference Data Analyst Resume Examples & Samples

  • PC/Workstation usage skills in a Windows environment are required. Because of the technical nature of customer setups a computer/technical background is recommended
  • A college degree in Computer Science is desired or the equivalent in work experience
  • Understanding of EPOS, Payconnection, Consolidated Receivables, and other Edge production a definite plus
  • Excellent written and verbal communication skills - must be articulate and comfortable facilitating a class or demonstration along with being able to document new processes
13

Cib-account & Reference Data Analyst Resume Examples & Samples

  • Interpret and analyze client products and services to determine functional requirements for account off-boarding and execution
  • Use legal templates to develop client documentation packages specific to the client's individual account set-up
  • Complete complex customer requests and problem resolution, often working with internal and/or external parties
  • Coordinate and analyze individual customer requests, using independent judgment to ensure the transition plan meets client preferences
  • MS Office skills
  • Client relationship
14

Cib-cis Account & Reference Data Analyst Resume Examples & Samples

  • Manage and adjudicate arrest records to determine eligibility based on bank and government policies
  • Manage employees that are not fully in compliance with credit guidelines to ensure continued eligibility and maintain related documentation
  • Maintain data to create weekly and ad hoc reports
  • Knowledgeable of the General Lockbox Security Guidelines around personnel security preferred
  • Knowledgeable and understanding of the following is preferred
  • Employment History
15

Reference Data Analyst Resume Examples & Samples

  • Research and acquire in depth knowledge of the market data content models of upstream suppliers to MSCI
  • Investigate reference data quality issues and content exceptions on behalf of MSCI risk clients, standalone reference data clients, and Client Data Platform (internal risk management platform that uses the terms and conditions enrichment for client portfolios) clients. Use MSCI's industry-leading risk management applications to investigate client questions and issues and assess data quality
  • Software – Excel, Word, Web familiarity
  • Experience with legal entity data and data models
  • Minimum college degree in Finance,Economics or quantitative area(Engineering, Math, Statistics,Computer Science)
  • Demonstrated interest in financial markets, products and risk management
  • University or college degree in Computer Science, Finance, Economics or similar concentration
  • Strong communication skills (written and verbal)
  • Excellent administrative and project management skills
  • Familiarity with large vendor market data architectures and products are a plus
  • Background in market data content management (e.g.equities, equity derivatives, mutual funds, fixed-income govt./corporate debt, structured debt, commodity futures, commodity derivatives, and credit derivatives) is an advantage
16

Account & Reference Data Analyst Resume Examples & Samples

  • Analyze, facilitate and/or support data rationalization initiatives and by collaborating with internal Reference teams
  • Participate in Reference platform enhancements & ongoing project efforts (like LE Mergers, Interface Migration and Application upgrade initiatives)
  • Responsible for documenting SOPs with all procedural changes after review and acceptance from Manager
17

Reference Data Analyst Resume Examples & Samples

  • In-depth understanding & sound knowledge of financial instruments including equities, bonds & OTC derivatives
  • At least three years' experience in Reference Data Management, preferably in Wealth Management
  • Additional/alternative experience in the following back office functions are considered desirable
  • Proficiency in MS Office applications, including Word, Excel, Access & Powerpoint
  • Possess risk awareness & initiative in issue resolution
  • Experience in a supervisory role & possesses people management skills will be ideal
  • Effective communication and interpersonal skills
  • Good team player who is able to work well independently
18

Cib-account & Reference Data Analyst Resume Examples & Samples

  • Due to the technical nature of customer setups technical skills/experience are desired
  • Understanding of EPOS, Payconnexion, Consolidated Receivables and other Receivables Edge products a definite plus
  • Ability to escalate to management if the need were to arise
19

Reference Data Analyst Resume Examples & Samples

  • Accurate interpretation and processing of referential data for all US and international customers
  • Setup and Maintenance of Security Master Data and Security Pricing
  • Manage setup of New Client’s account parameterization and swift messaging based on Account Opening Form
  • Responsible for calculation of value of total assets under custody and generation of subsequent reporting
  • Produce monthly invoices to all clients by computing all Safekeeping and Transaction charges
  • Produce various daily and monthly reports to other BNP groups including Finance, Credit, Compliance, etc
  • Provide back up support to Reconciliation Analysts
  • Adhere to all written supervisory procedures and to all US regulations as related to the services offered, along with the adherence to internal bank and business line procedures and policies
  • Strong concentration in supporting internal controls to eliminate risk and operational losses
  • Deliver high quality of service and serve as support contact for internal and external clients
  • Work collaboratively with other units within the US Custody team to identify and resolve reconciliation and reference data issues according to established deadlines
  • Answer internal and external audit requests and provide requested documents
  • Complete projects and initiatives as assigned
  • Prior experience in banking or custody department is a plus
  • Self-motivation and demonstration of initiative
  • Extremely detailed orientated
  • Ability to develop and document processes and procedures
  • Excel and macros knowledge required
  • Displays a keen sense of ownership, responsibility and accountability
  • Client focus
20

Account & Reference Data Analyst Resume Examples & Samples

  • Quickly become efficient with Client Reference Data’s processing duties, including the creation and maintenance of Client Reference Data
  • Perform supervisory reviews of completed and rejected work cases and provide feedback to Client Reference Data managers and processors
  • Meet with business managers, requesters and Client Reference Data management regarding rejection analysis and improvement initiatives
  • Lead/support testing of system enhancements
  • 5 years of experience in operations management and escalation handling, with demonstrated process improvement initiatives
21

Reference Data Analyst Resume Examples & Samples

  • Responsible for monitoring the Reference Data mailbox, and acting on properly documented requests for counterparty setup and maintenance in ET Admin, ET Contracts, Endur, Epsilon, Solarc etc
  • Maintain thorough and complete documentation for all such requests
  • Process properly documented counterparty name changes through researching validity of the name change, ensuring proper approvals (AOT), entry of updated information into ET Admin, Endur, Epsilon, Solarc,
  • Process properly documented SAP Customer and Vendor requests, including input into ETRM systems
  • Assist in processing customer-declared Force Majeure Notifications, drafting appropriate notification emails to Commercial and maintain appropriate documentation of such events
  • Process notification of changes in counterparty status, and maintain appropriate documentation of such notices
  • Documenting various reference data business processes,
  • Responsible for ensuring the control framework is applied appropriately
  • Excellent interpersonal skills and the ability to work with people at various organizational levels; including experience interacting with legal and compliance groups
  • Self motivated, detail oriented, highly focused with an ability to identify, analyze and solve problems, as well as showing initiative by taking action to solve or prevent problems
  • Ability to prioritize multiple tasks and good organizational and time management skills
  • Strong team player with excellent oral and written communication skills
  • Strong sense of urgency and delivery
  • Strong management of change skills
22

Its-metadata / Reference Data Analyst Resume Examples & Samples

  • Independent development maintenance, and compliance monitoring of the agency's written metadata and reference data management standard including but not limited to policy, procedures and training
  • Ensures agency reference and metadata management standards are in compliance with agency and OCIO Information Technology standards and policies
  • Participate in defining appropriate metrics to measure the quality of the metadata and reference data being used
  • Develops process for capturing and maintaining metadata from all data warehousing components
  • Develop data maintenance and governance processes and procedures, to obtain and maintain accurate master data
  • Define process, frequency and responsibility for identification of metadata or reference data discrepancies and resolution
  • Utilize information management tools such as IBM lnfoSphere, IBM Inspector, and IBM MDM
  • Reference Data Management to develop and maintain metadata and reference data related to data used by the enterprise to conduct business
  • Serve as business process expert for one or more datasets (i.e. Set of data elements collected for one program or purpose and is the central contact point for information about the origins and revisions to those data elements; responsible for the accuracy of the data in these elements, both within operational applications and in downstream data warehouses and reports
  • Create a well-documented, end-to-end information blueprint tracing business requirements with enterprise and reference data
  • Establish a common business language and manage business perspectives about information, aligning those views with the IT perspective
  • Manage and explore data lineage to create trusted information that supports data governance and compliance efforts
  • Ensure the accuracy of metadata and reference data in association with business/technical required policy and procedures
  • Identify and promote proper use of data
  • Determine appropriate security and access rights for enterprise data
  • Determine data quality requirements
  • Determine data maintenance requirements (e.g. update frequency, retention schedules, data category classifications)
  • Resolution of issues related to Metadata/Reference Data
  • Determine data distribution requirements
  • Participate in Data Governance Group; bring data issues forward to the Data Governance Group
  • Helps identify and assess potential issues in business/technical definitions
  • A cover letter that clearly describes how your experience fits this position
  • Current resume
23

Reference Data Analyst Resume Examples & Samples

  • To maintain the integrity of the firms reference data and execution data
  • Act as Subject Matter Expert for all Security and Fund Reference Data across Man Group
  • Ensure data integrity of security reference data within Rosa (internal Risk system) and Beauchamp Fund Manager
  • Provide oversight on the outsourced security reference data team at the Bank of New York
  • Ensure due process is conducted on data requests and is compliant with internal and external controls and audit
  • Ensure research, execution, settlement, risk and valuation processes are provided with accurate and timely data
  • Manage and execute BAU projects where day-to-day functions allow
  • Own and monitor order and execution routing
  • Optimise STP rates where that relates to execution data
  • Ensure data integrity of execution reference data within GLGOR (order routing system), Beauchamp Fund Manager, Rosa
  • Ensure execution, settlement, risk & valuation processes are provided with accurate and timely data
  • Fulfil trade reporting requirements for compliance and other internal and external parties
  • Satisfy the team's audit requirements from internal and external parties
  • Maintain access permissions to reference data in line with compliance requirements
24

Cib-account & Reference Data Analyst Resume Examples & Samples

  • Review credit and criminal history to determine eligibility based on client requirements
  • Communicate with vendor, applicants, Global Security & Investigations, and staffing agencies to ensure all requirements are met
  • Communicate with On-Boarding team, site and division management to ensure proper staffing levels are maintained
  • Manage and update credit and criminal guidelines, processes and Standard Operating Procedures to reflect client and bank requirements
  • Manage vendor invoices by reviewing and ensure payment
  • 3 or more years experience in CIS Lockbox Operations preferred
  • Criminal activity and sentencing guidelines and full understanding of JPMC Criminal Policy
  • Regulations around criminal activity according to the Federal Deposit Insurance Act Section 19 and U.S. Code Title 12 Banks and Banking and the implications of failing to comply
  • Fair Credit Reporting Act and US Bankruptcy Code
  • Internal credit guidelines established by CIS Lockbox and the credit requirements of the client
  • Client-focused in all decisions of applicant eligibility or ineligibility
  • Ability to be unbiased and indifferent regarding individual outcomes
  • Organizational, analytical, and problem resolution skills
  • Ability to handle tight deadlines
  • Ability to work independently with minimal supervision or in a team setting
  • Ability to handle multiple streams of work efficiently, effectively, and accurately
  • Proficient in Microsoft Office applications (Word, Excel, and Outlook required with Power Point preferred)
25

Reference Data Analyst Resume Examples & Samples

  • Experience in Data Quality Analysis (ideally in an investment bank environment)
  • Experience working with internal and external data sources to conduct due diligence, assess credit risk and financial research (Bankers Almanac, Dun and Bradstreet, SWIFT etc)
  • Comfortable working independently in a dynamic and challenging environment
26

Reference Data Analyst Resume Examples & Samples

  • Highly proficient general PC skills
  • High level of accuracy and attention to detail required, and good understanding of Excel is essential
  • Strong communication skills (written and verbal) and excellent customer service skills
  • In-depth understanding of the publishing industry and book trade, and some knowledge of Nielsen BookData
  • Solid proficiency in data analysis and testing
27

Pma-senior Reference Data Analyst Resume Examples & Samples

  • Manage Program Development for ICG Operations and IT Controls - Build Program Governance Process and Ensure Deliverables of 3 Workstreams (Process and Tools, People and Culture, Control Environment)
  • Build-Out Controls Knowledge Base - Implement “Stories” Publishing and Usage Methodology, Build Re Use Attachment Process through Collaborate, and Evolve Storylines Across all Products, all Geographies and all Functional Activities in the Controls Framework
  • Lead global project to re-engineer cross stream reporting infrastructure using Microstrategy covering 500 plus existing report. Work with IT to come up on innovative solution to automate manually prepared deck reports into dashboard. Work with Mumbai CSC head to develop long term road map for Microstrategy in for scalable Business intelligence infrastructure
  • The person will be required to attend meetings and support queries raised by users in various time zones APAC, EMEA and NAM in timely manner
  • Use Agile method to develop innovative Business Intelligence solution for management reporting. Contribute to globally strategic business intelligence, risk correlation and predictive solutions for Digital controls
  • Manages two or more core initiatives concurrently and prioritizes appropriately
  • Provide weekly, monthly program status updates
  • Drive the Microstrategy migration
  • Deliver process re-engineering by critical review of existing process
  • Contributor across 2 or more core initiatives
  • Innovates and delivers new products, both tactical and strategic
  • Professional at all times, leads by example, accepts feedback and modifies behavior
  • Facilitate meetings with managers and subject matter experts to define and gather requirements and overall objectives
  • Understand and identify appropriate systems and processes working with the business SME and technology for smoother execution of projects
  • Create, review and enhance global Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs) and critical review of test plans
  • In conjunction with the global team, deliver executive Business Performance reporting, providing monthly analytics explaining performance trends
  • Ensure framework for effective QA controls and ensure data integrity
  • Understand end-to-end production process
  • Participate in regular product reviews with key stakeholders
  • Define and build the necessary controls to ensure reporting integrity by comparing exposure to the general ledger and source platforms
  • Project manager with overall 8-10 years of experience in Business intelligence/Technology
  • 6 years plus strong experience in BI tools Business Objects/COGNOS including 2 years Microstrategy, Qlikview dashboard development experience
  • Strong SQL knowledge
  • Knowledge of Big Data, Knime and Hadoop
  • Good understanding of Project management methodologies and tools
  • Experience in MS Sharepoint, MS Access and MS Excel skills required
  • Experience in more than one Asset class such as Treasury and trade solutions, Equity, FX, OTC Derivatives experience
  • Expertise in MS Project, Word, PowerPoint, Sharepoint and Visio are essential
  • Excellent verbal, written and interpersonal communication skills
  • Quickly grasp and master new requirements and related knowledge
  • Ability to work independently, multi-task and take ownership of various parts of the project
28

Reference Data Analyst Resume Examples & Samples

  • Work closely with Portfolio Data management team and internal clients to develop and monitor sound workflows, controls, and procedures
  • Identify opportunities and lead efforts to increase productivity, develop scalability, improve data quality, and augment controls
  • Assist manager with the oversight of daily processes and client service
  • Timely, accurate, and thorough support of complex and routine reference data inquiries
  • Identification, ownership, and resolution of business and systems issues through interaction with IT, data vendors, brokers, and internal clients
  • Lead efforts to identify and implement process improvements
  • Strong understanding of data flows and systems utilization of security master file data
  • Execute daily validation and initiation procedures, ensuring the integrity and consistency of data across multiple platforms
  • Work closely with Portfolio Data management team, Portfolio Management, Investment Compliance, Trading, and Legal to understand new security purchases and validate client permissibility and regulatory restrictions
  • Identify key reference data and client permissibility language in official source documentation (offering documents/Prospectus)
29

Account & Reference Data Analyst Resume Examples & Samples

  • Process bulk requests for customer deactivation in various client systems
  • Monitor mailboxes and databases to ensure all items are cleared in a timely manner (within SLA)
  • Modify customer information based on maintenance requests
  • Proactively communicate with the CIB Off-boarding team and other stakeholders to ensure Off-boarding deliverables are met
  • Represent Client Reference Data by attending CIB Off-boarding working group sessions and population control meetings
  • Create and maintain procedure documents and help drive control-centric environment
  • Participate in other CIB On-boarding/reference data responsibilities as assigned
  • Assist with onboarding and reference data maintenance supervisory review (QA) processes, including feedback review
  • Minimum of 1 to 2 years experience in Operations with products, reference data, systems and credit
30

Cao-account & Reference Data Analyst Resume Examples & Samples

  • Modify customer information based on daily maintenance requests (address, tax identification number)
  • Proactively communicate with LOB requesters to ensure creations and data amendments meet minimum standards
  • Verify that corrections and modifications in data are fed to various systems
  • Use product knowledge to resolve unique or challenging issues on an individual needs basis
  • College degree or equivalent work experience
  • Able to communicate articulately, both written and verbally, to all levels of staff and management, and influence and support decisions
  • Ability to adapt to a fast paced environment and flexible