Reference Data Services Analyst - Client Onboarding - APAC Shift

Citi; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

Citi Philippines is seeking a Reference Data Services Analyst 2 to monitor, analyze and evaluate data and policies within the reference data domain.

The role focuses on maintaining customer accounts, security and pricing data, identifying data quality improvements, and supporting project delivery while ensuring risk controls and regulatory compliance in a global financial services environment.

Qualifications

• 2-4 years of client/counterparty/account data management experience.
• Understanding of client needs/expectations.
• Financial services qualifications (e.g. IAQ or similar).

Responsibilities

• Oversee and maintain customer accounts, security and pricing data across systems.
• Identify opportunities to improve data quality and client service levels.
• Act as backup for manager.
• Provide direction to team and training needs.
• Manage the delivery of project initiatives and supervise junior staff.
• Assess risk in decisions, safeguarding Citi's reputation and compliance with laws; escalate and report control issues.

Skills

Data management

Client data needs

Financial services

Education

Bachelor 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

- AR1

Job Family Group

Operations - Services

Job Family

Reference Data Services

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.