Reference Data Analyst

Bring your expertise to a fast-paced operations team where your document interpretation and control mindset strengthen outcomes, quality, and process improvement.

As an Analyst in the operations team, you execute assigned operational tasks with accuracy and ownership. You interpret document language to understand requirements, impacts, and potential risks to the organization. You identify opportunities to improve processes through standardization and automation while maintaining a strong control mindset.

Job Responsibilities:

• Execute assigned tasks in a timely, accurate manner.
• Lead process improvement and automation efforts to reduce manual work and improve consistency.
• Manage assigned work independently with limited supervision.
• Maintain a control mindset by identifying issues and risks that could impact the process or the organization.

Required qualifications, skills, and capabilities:

• Interpret legal language within documents to understand requirements and potential impacts to the organization.
• Apply understanding of financial services industry products and processes to operational work.
• Demonstrate strong analytical skills to review information and identify issues.
• Communicate clearly in both written and verbal formats with stakeholders and clients.
• Maintain strong attention to detail to deliver a high degree of accuracy.
• Take ownership and accountability for assigned tasks and outcomes.
• Deliver a strong client focus and customer care working practices.
• Obtain a bachelor’s degree.
• Use strong computer skills, including Microsoft Excel, Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook.

Preferred qualifications, skills, and capabilities:

• Demonstrate experience in middle office or back office operations.
• Apply 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.