Reference Data Services Analyst - Client Onboarding - APAC Shift

Citi; Philippines; On-site; PHP 350,000 - 520,000; Full time

Job summary

Citi in the Philippines seeks a Reference Data Services Analyst 2 to monitor, analyze and improve client, counterparty and account data across multiple systems. You will interpret data, identify policy gaps and recommend practical solutions while understanding how the team delivers value.

This developing role involves supervising junior staff, supporting project delivery, and ensuring risk, controls and compliance are observed in line with Citi policies.

Qualifications

• 2-4 years of relevant experience in client/counterparty/account data management in global financial services.
• Good awareness of client needs and expectations.
• Financial services related qualifications (e.g., IAQ or similar).

Responsibilities

• Maintain and oversee customer accounts, security and pricing data across multiple systems.
• Identify opportunities to improve data quality and client service levels.
• Acts as backup for manager.
• Provide direction and guidance to team, evaluate performance and training needs.
• Manage project initiatives and supervise juniors to ensure timely delivery.
• Assess risk in business decisions, ensure Citi's reputation and compliance with laws and policies.

Skills

Data management

Risk awareness

Client needs understanding

Analytical thinking

Education

Bachelor’s degree

Job description

The Reference Data Services Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:

• Day to day oversight and contribution to creation and maintenance of customer accounts, security and pricing data within multiple systems across multiple teams.
• Identify opportunities for improvements to quality of data and client service levels.
• Acts as backup for manager.
• Provides direction and guidance to team, evaluating performance, making recommendations and identifying training requirements.
• Responsible for the successful management and delivery of project initiatives and for the supervision of junior staff to ensure delivery of their tasks which contribute to the projects.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-4 years of relevant experience in client/counterparty/account data management within a global financial services organization.
• Good awareness of client needs/expectations.
• Financial services related qualifications (e.g. IAQ or similar).

Education:

• Bachelor’s/University degree or equivalent experience.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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