Reference Data Services Analyst - Client Onboarding - APAC Shift

Citigroup Inc.; Taguig; On-site; PHP 446,400 - 669,600; Full time

Job summary

Citigroup Inc. is looking for a Reference Data Services Analyst 2 in Taguig, Philippines. This role requires 2-4 years of experience in client data management within the financial services sector. The candidate will oversee customer accounts, identify improvements in data quality, and guide junior staff. A bachelor’s degree or equivalent experience is essential, along with financial services qualifications and FX knowledge. This is an opportunity to significantly impact the quality of service provided to clients.

Qualifications

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

Responsibilities

• Oversee and maintain customer accounts and pricing data.
• Identify opportunities for data quality improvements.
• Provide guidance to team and evaluate performance.
• Manage project initiatives and supervise junior staff.
• Ensure compliance with laws and regulations.

Skills

Data management

Client service improvement

Risk assessment

Team leadership

Education

Bachelor’s degree or equivalent experience

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).
• FX knowledge.

Education

• Bachelor’s/University degree or equivalent experience.

Citibank 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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