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Reference Data Specialist
Operations
Support the Corporate & Investment Bank by delivering timely, controlled client documentation management and responsive stakeholder service.
As a Reference Data Specialist within the Corporate & Investment Bank, you provide operational support to ensure client documentation management is completed timely, accurately, and with strong controls. You resolve exceptions and client/stakeholder inquiries quickly, participate in training to build product/process expertise, and work with minimal dependency while partnering with stakeholders to service clients. You also support process improvement and automation, including implementing templates in documentation and e-signature platforms and executing UAT/production testing and remediation activities.
Job Responsibilities
- Execute assigned documentation management tasks in a timely manner with consistently high-quality output.
- Resolve exceptions and client/stakeholder inquiries quickly, maintaining clear ownership through to closure.
- Implement templates in documentation systems and e-signature platforms to support operational use and standardization.
- Test changes in UAT and production and support daily regulatory reporting and remediation activities as required.
- Lead process improvement and automation opportunities to enhance efficiency, controls, and client outcomes.
- Communicate proactively and precisely (oral and written) with management and stakeholders, managing expectations effectively.
- Maintain a strong control mindset by identifying process risks early, working independently, and adapting to business requirements as a team player.
Required qualifications, skills and capabilities
- Bachelor’s degree with strong ownership, responsibility, and excellent client focus
- Strong analytical skills with attention to detail and accuracy, plus strong communication and presentation skills
- Ability to work independently with minimal supervision and drive results through communication, influence, and interactions
- Strong computer skills including Excel, Word, PowerPoint, Outlook and flexibility to adapt to business needs
Preferred qualifications, skills and capabilities
- Understanding of the financial services industry, products, documentation, and processes
- Experience with documentation systems and e-signature platforms, including template implementation and governance
- Experience participating in UAT/production validation and supporting remediation activities
- Demonstrated ability to drive process improvement and automation in an operations environment