FAQs
What is the primary focus of the Reference Data Associate role?
The primary focus of the Reference Data Associate role is to manage and support the delivery of a global strategy across Investor Services products, specifically in the areas of Client Account Services Model (CIM), Client Documentation, Accounts, and Entitlements.
What are the main job responsibilities of a Reference Data Associate?
The main job responsibilities include supporting Client Account Services activities for documentation remediation projects, handling client agreements, maintaining client records, leading a team in processing legal documents, reviewing documents to meet specific requirements, and providing regular progress updates.
What qualifications are required for the Reference Data Associate position?
Candidates must have at least 5+ years of experience, hold at least a bachelor's degree, possess strong people management skills, and demonstrate excellent verbal and written communication abilities.
What kind of skills are important for this position?
Important skills for this position include effective leadership abilities, strong analytical skills for problem-solving and decision-making, time management, organizational skills, attention to detail, and proficiency in Microsoft Office applications.
Is previous experience in finance required for this role?
While specific experience in finance is not explicitly mentioned, a background in financial services or a related field may be beneficial given the role's focus on investor services and client documentation.
How does the company view diversity and inclusion?
The company places a high value on diversity and inclusion and is committed to being an equal opportunity employer, ensuring that there is no discrimination on any protected attribute.
What type of work environment can a Reference Data Associate expect?
A Reference Data Associate can expect to work in a fast-paced environment, handling multiple deliverables and projects simultaneously.
Are there opportunities for career development in this position?
Yes, there are opportunities for career development, as the role involves contributing to various remediation projects and collaborating with a wider team, providing possibilities for professional growth within the organization.
Does the company support flexible work arrangements?
Yes, the company supports flexible work arrangements, including remote work in a hybrid format.
Can I request accommodations during the hiring process?
Yes, applicants can request reasonable accommodations for religious practices, beliefs, or mental health and physical disability needs during the hiring process.