Reference Data Services Analyst - Client Onboarding - APAC Shift

Citi; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Citi is seeking a Reference Data Services Analyst in New York to oversee and maintain customer account data, ensuring high quality and service levels. The role involves identifying policy gaps and providing recommendations.

Qualified candidates should have 2-4 years of experience in client data management within financial services and a university degree. This hybrid position offers an opportunity to contribute to meaningful projects while ensuring compliance and ethical standards.

Qualifications

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

Responsibilities

• Oversee and maintain customer accounts and data across multiple teams.
• Identify opportunities for improvements to data quality and client service levels.
• Act as backup for the manager and provide guidance to team members.

Skills

Client data management

Risk assessment

Data analysis

FX knowledge

Education

Bachelor’s/University degree or equivalent experience

Job description

Reference Data Services Analyst – Client Onboarding – APAC Shift

Job Req Id: 26955869

Location(s): City of Taguig, Metro Manila, Philippines

Job Type: Hybrid

Posted: May. 05, 2026

Job Overview

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.

Job Family Group

Operations - Services

Job Family

Reference Data Services

Time Type

Full time

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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.