Reference Data Analyst

Make your mark in a fast-paced operations team where your accuracy, ownership, and collaboration help clients onboard and maintain critical services.

As a Reference Data Analyst within the Static Services team (Cash, Trade, Receivables & Trade), you deliver timely and accurate client onboarding and maintenance across multiple platforms. As a Reference Data Analyst within the Static Services team (Cash, Trade, Receivables & Trade), you partner with internal teams to investigate exceptions, resolve queries, and ensure strong controls are followed. As a Reference Data Analyst within the Static Services team (Cash, Trade, Receivables & Trade), you contribute to a collaborative, inclusive environment focused on continuous improvement and consistently meeting service commitments.

Job Responsibilities:

- Execute client record setup and ongoing maintenance for new services and existing clients across functional applications, global systems, and legacy platforms.

- Document work activity in work logs to maintain clear tracking of assigned tasks and outcomes.

- Update client information accurately and promptly in the relevant systems.

- Prioritize and coordinate day-to-day workflow requests from implementation partners and internal departments.

- Apply required controls to ensure work is completed within established timeframes and quality standards.

- Communicate with lines of business and internal clients by phone or email, including senior stakeholders when needed.

- Resolve mailbox queries and address client issues with appropriate urgency.

- Investigate exceptions, including transaction-level and aging-related items, and escalate issues as appropriate.

- Produce management information reports with accurate and complete data.

- Coach and guide other team members through training and education on team procedures and job functions.

- Identify required backup production tasks and suggest improvements to current work practices.

Required qualifications, skills, and capabilities:

- Hold a graduate degree.

- Bring 5+ years of experience in reference data.

- Demonstrate strong interpersonal skills and contribute effectively as a team player.

- Communicate clearly with internal clients via telephone and email, including senior stakeholders.

- Take ownership of issues through proactive problem solving and timely escalation when appropriate.

- Use strong analytical skills to investigate exceptions and validate data accuracy and completeness.

- Leverage Microsoft Access, Excel, PowerPoint, and Word to support reporting and operational tasks.

- Work with minimal supervision and show initiative to identify tasks and drive them to completion.

- Follow established timeframes, controls, and productivity targets while managing competing requests.

Preferred qualifications, skills, and capabilities:

- Build working knowledge of international payment processing operations.

- Apply working knowledge of SWIFT and international payment conventions and practices.

- Utilize low-code automation tools (for example, Alteryx, UiPath, Pega), SQL queries, or Python for process improvement.

- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.