Reference Data Operations Associate - Onboarding & Automation

Hammerjack Pty Ltd; Taguig; On-site; PHP 400,000 - 650,000; Full time

Job summary

Hammerjack Pty Ltd is seeking a Reference Data Associate within Client Account Services to manage account and reference data for onboarding and ongoing maintenance. You will help strengthen the operating model through disciplined processes, clear stakeholder communication, and targeted automation.

You will also support governance and controls while improving client and operational experience. Role involves coordinating with operations, technology, product partners, and client stakeholders to

Qualifications

• Experience in client onboarding, account setup, reference data, and/or investment operations within a financial services environment
• Experience structuring work, managing deliverables, and coordinating across multiple stakeholders in a matrix organization
• Strong written and verbal communication skills, including the ability to explain process and data topics clearly to diverse audiences
• Demonstrated ability to prioritize competing deliverables, manage changing workflows, and elevate appropriately when risks emerge
• Proven analytical and problem-solving skills, including the ability to break down complex operational issues into actionable steps
• Strong attention to detail and a continuous improvement mindset, with the ability to challenge and enhance current practices
• Proficiency in Microsoft Office, including creating clear materials and presentations for senior stakeholders

Responsibilities

• Manage end-to-end reference data setup and maintenance for funds, investment managers, custodians, and brokers aligned to onboarding and change deliveries
• Process daily client and internal requests such as account openings, account closures, and account change requests
• Validate data quality and completeness to support accurate and timely account and market setup
• Partner with solution design, operations, technology, and product partners to clarify requirements and deliver outcomes
• Identify and deliver automation opportunities with measurable outcomes
• Produce process documentation, training materials, and communications to support consistent adoption of changes
• Coordinate testing support, including defining business requirements and validating outcomes after release
• Maintain disciplined delivery governance, including tracking risks, actions, issues, and dependencies
• Prepare and deliver reporting updates to internal stakeholders
• Drive continuous improvement by reviewing root causes and proposing enhancements
• Partner with controls and governance teams to support adherence to governance and operational risk standards

Skills

Onboarding processes

Reference data management

Account setup

Stakeholder coordination

Communication

Analytical thinking

Problem solving

Microsoft Office

Tools

Alteryx

Tableau

Python

Job description

Hammerjack Pty Ltd is seeking a Reference Data Associate within Client Account Services to manage account and reference data for onboarding and ongoing maintenance. You will help strengthen the operating model through disciplined processes, clear stakeholder communication, and targeted automation.

You will also support governance and controls while improving client and operational experience. Role involves coordinating with operations, technology, product partners, and client stakeholders to