Reference Data Specialist

Support the Corporate Investment Bank by delivering timely, controlled client documentation management and responsive stakeholder service.

As a Reference Data Specialist within the Corporate Investment Bank, you provide operational support to ensure client documentation management is completed timely, accurately, and with strong controls. You resolve exceptions and client/stakeholder inquiries quickly, participate in training to build product/process expertise, and work with minimal dependency while partnering with stakeholders to service clients. You also support process improvement and automation, including implementing templates in documentation and e-signature platforms and executing UAT/production testing and remediation activities.

Job Responsibilities

• Execute assigned documentation management tasks in a timely manner with consistently high-quality output.
• Resolve exceptions and client/stakeholder inquiries quickly, maintaining clear ownership through to closure.
• Implement templates in documentation systems and e-signature platforms to support operational use and standardization.
• Test changes in UAT and production and support daily regulatory reporting and remediation activities as required.
• Lead process improvement and automation opportunities to enhance efficiency, controls, and client outcomes.
• Communicate proactively and precisely (oral and written) with management and stakeholders, managing expectations effectively.
• Maintain a strong control mindset by identifying process risks early, working independently, and adapting to business requirements as a team player.

Required qualifications, skills and capabilities

• Bachelor s degree with strong ownership, responsibility, and excellent client focus
• Strong analytical skills with attention to detail and accuracy, plus strong communication and presentation skills
• Ability to work independently with minimal supervision and drive results through communication, influence, and interactions
• Strong computer skills including Excel, Word, PowerPoint, Outlook and flexibility to adapt to business needs

Preferred qualifications, skills and capabilities

• Understanding of the financial services industry, products, documentation, and processes
• Experience with documentation systems and e-signature platforms, including template implementation and governance
• Experience participating in UAT/production validation and supporting remediation activities
• Demonstrated ability to drive process improvement and automation in an operations environment

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.