The Investment & Trade Client Services – Reference Data Group ensures accurate, compliant reference data that enables smooth trade settlement and front‑office readiness
Job Summary
The Investment & Trade Client Services – Reference Data Group ensures accurate, compliant reference data that enables smooth trade settlement and front‑office readiness.
You will partner with business teams and Fund, Transfer, Technology teams, advise projects using Reference Data expertise and governance standards, and lead process improvement initiatives across the business.
The company offers professional development growth opportunities, an educational assistance program, medical, life and personal accident insurance, and a focus on employee well-being.
Matching Summary
The Investment & Trade Client Services – Reference Data Group ensures accurate, compliant reference data that enables smooth trade settlement and front‑office readiness.
Skills & Requirements
Must-have
reference data expertise
process improvement initiatives
automated controls
Alteryx, Power BI, Access, SQL
security types, accounts, settlement data
financial services experience
Nice-to-have
influence data quality
risk reduction
operational efficiency
modern tools and technologies
positive and healthy lifestyle
Key Requirements
4-7 years financial services experience
Bachelor's degree in accounting, finance, or economics