Reference Data Specialist

Job Responsibilities:

• Execute assigned quality-check tasks on client documentation with minimal supervision and timely completion
• Establish subject matter expertise within the quality-checking function and contribute to consistent checking standards
• Detect documentation errors quickly and deliver clear oral and written feedback to document preparers
• Perform root cause analysis on defects and translate findings into themes that improve accuracy and reduce rework
• Apply a strong control mindset to surface issues and risks that could impact the process or the organization
• Use Microsoft Excel, Microsoft PowerPoint, Microsoft Word, and Alteryx to analyze data, document outcomes, and support reporting
• Generate ideas for process improvement and automation, including supporting the integration of new tools
• Support daily regulatory reporting tasks and remediation activities when required
• Interpret documentation metadata and coordinate with Legal partners when needed to resolve questions
• Collaborate with internal stakeholders, including Legal, Product, Sales, relationship managers, and client service, to resolve documentation needs
• Escalate and track issues through to resolution, recommending actions that improve controls, efficiency, and the client experience, and maintaining up-to-date procedures
• Required qualifications, skills, and capabilities:
• Demonstrate 4+ years of experience in investment banking operations or client documentation
• Apply knowledge of banking products and associated documentation, including a broad understanding of legal terms and principles
• Analyze information from multiple sources, determine relevancy to specific issues, and route items to appropriate business partners
• Resolve problems by independently identifying issues, evaluating impacts, and proposing viable solutions
• Communicate effectively through clear verbal and written interactions across stakeholders and management levels
• Prioritize workflow under pressure, meet deadlines, and manage multiple tasks with attention to detail
• Collaborate in both independent and team-based environments to deliver consistent service excellence
• Exhibit strategic thinking, results orientation, and self-motivation in a changing environment
• Adapt to new skills and tools to support evolving processes and operational needs
• Coordinate effectively with geographically distributed work groups
• Complete a university degree
• Preferred qualifications, skills, and capabilities:
• Hold a Law or Commerce degree
• Demonstrate exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence
• Maintain flexibility to support business coverage needs aligned to operational requirements
• Contribute experience participating in documentation operational improvement projects and new tool integration