About this role
Party Reference Data is a firmwide function supporting all lines of business, managing party data throughout its lifecycle from onboarding to disposition. Parties include clients, issuers, obligors, guarantors, counterparties, exchanges, and more, and this reference data sits at the heart of every transaction executed by the firm. We are building a scalable, flexible platform to meet evolving business and regulatory demands, with the goals of improving the client experience, simplifying operations, and enhancing analytical capabilities.
As a Party Reference Governance Associate in Party reference data governance, you will support strategic and business data analysis, data access/entitlement analysis, and strategic data initiatives. You will help enable consistent party data lifecycle management—from onboarding through disposition—by partnering with reference data strategy and operations stakeholders. You will contribute to scalable, flexible practices that improve usability, operational efficiency, and analytical capabilities.
Job Responsibilities
- Drive internal and external party reference data and regulatory initiatives as delegate of the Information Owner for firm-wide applications (Party Central)
- Oversee implementation of global standards, ongoing governance, and maintenance of end-user access entitlements and governing policies for existing and strategic programs
- Administer governance of the global Party Reference Data Operations application (Party Central) access approvals including defining and publishing reporting
- Partner with stakeholders and application owners to clearly define Critical Data Elements and their regulatory impact, business rules, data quality, and reporting
- Deliver party record creation for firmwide initiatives, manage populations and engage with broad range of internal stakeholders and partners
- Mine, analyze, and report on large, complex data sets related to Party Reference Data to drive business decisions
- Drive analytics scope, objectives, and timeframes and reporting
- Exhibit subject matter expertise for the development of entitlement and analysis requests
- Develop automated solutions for reporting and controls adherence
Required Qualifications, Capabilities, and Skills
- Minimum of 3 years of related experience in reference data, data analytics or project management in financial services required
- Bachelor’s degree or equivalent work experience required
- Analytical, detail-orientated, with a flexible proactive collaborative approach and the ability to adapt to business change
- Experienced with reference data systems, data analysis and data quality with demonstrated advanced proficiency using Excel, PowerPoint, Alteryx, PowerPoint
- Clear oral and written communication skills, with ability to draw conclusions from data analysis and effectively communicate them to management and team members
- Self-starter with excellent project leadership, interpersonal, and project management skills
- Ability to develop secure stakeholder relationships and gain consensus on key decisions
- Maintain a sense of urgency and ability to prioritize/multi-task, with ability to handle multiple deliverables concurrently to deliver high quality results in committed timeframes
- Demonstrated experience as a key contributing member of a high performing organization
- Builds a sense of community, creating a positive team environment and modeling a global, diverse mindset and inclusive behavior
- Ability to work under pressure and to fixed deadlines
Preferred Qualifications, Capabilities, and Skills
- Experience with reference data systems, data analysis and data quality
- Excellent analytical background, problem solving, and communication skills are necessary
- Experience in managing complex projects from inception to delivery
- Solution oriented, leveraging a network to identify solutions and implement them
- Takes responsibility for issues and follows through to resolution
- Ability to influence outcomes and get the best from people, even where no direct line management responsibility exists
- A flexible proactive approach, ability to adapt to business change