The Reference Data Services Analyst 2 is a developing qualified role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Responsibilities:
- Responsible to perform disclosure obligations, including Substantial Shareholdings, Takeover disclosures
- Responsible for preparing and submitting accurate and error free disclosure forms
- Ensure that all daily DOI jurisdictional positions reports are prepared delivered to internal stakeholders before the SLA deadlines
- Maintain, implement,
and continuously improve procedures and controls for shareholder disclosures
- Day to day oversight and contribution to creation and maintenance of customer accounts, security and pricing data within multiple systems across multiple teams.
- Identify opportunities for improvements to quality of data and client service levels
- Acts as backup for manager
- Provides direction and guidance to team, evaluating performance, making recommendations and identifying training requirements.
- Responsible for the successful management and delivery of project initiatives and for the supervision of junior staff to ensure delivery of their tasks which contribute to the projects.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 2-4 years of relevant experience in client/counterparty/