As a Reference Data Analyst, you will manage and support the delivery of a global strategy across Investor Services products for the Client Account Services Model (CIM), Client Documentation, Accounts, and Entitlements.
Job Responsibilities:
- Lead a team performing functions across searching, scanning, indexing legal documents to an electronic imaging systems and maintaining client records
- Engage with client agreements and related documentation
- Review documents to ensure they satisfactorily meet specific outlined requirements o contribute to a wider team, provide regular progress updates, maintain an understanding of client documents, approach their work with a control-mindset, and demonstrate an understanding/application of policies and procedures.
- Guide the team in putting the client front and center throughout our cohesive and consistent model
- Lead a team who are risk aware, flexible, empowered, and feel accountable to drive best in class service
- Drive to be best in class through transformational change and technology innovation.
- Support Client Account Services activities for in-flight documentation remediation projects.
- Actively work across several products and remediation projects (i.e. regulatory requirements and control/risk related issues).
- Engage with client agreements and related documentation.
Required qualification, skills and capabilities:
- You must have 3+ years of experience in related field
- You must have strong verbal and written communication skills
- Must have a Bachelor's degree or above
- Good team player and self-motivated
- Should have strong analytical skills
- Desire to work in a fast-paced environment with multiple deliverables
- Proven skills in time management, organization, and attention to detail
- Proficiency in Microsoft Office suite of applications
- Preferred experienced with client documentation and JPM systems