CareerPlan

Reference Data Services Intermediate Analyst - Client Onboarding - APAC Shift

TAGUIG, PhilippinesFull-time2026-09-11 → 2026-11-10

Core

Managing customer sub-accounts, product pricing setups, and reference data integrity across multiple systems for institutional client onboarding.

Role type

Intermediate operations analyst (reference data)

Builds

Customer sub-accounts and product pricing configurations

Domain

Financial services / Institutional banking operations

Required skills

Data analysis, regulatory compliance, risk assessment, system data management, stakeholder liaison, project execution

Preferred skills

Complex problem solving, analytical thinking, attention to detail, professional judgment

Technologies

Data analysis tools

Responsibilities

Opening and maintaining customer sub-accounts or product pricing setups; Liaising with global operational teams to ensure consistent reference data models; Verifying client/product details from regulatory and control perspectives; Serving as escalation point for complex processing issues; Assessing risk in business decisions to safeguard firm reputation and assets

Seniority

Intermediate, independent contributor