Client Data Associate I Client Data Associate I

Join us in shaping the future of data analytics in KYC operations and making a significant impact on our organization.

Job Summary

As a Data & Reporting Lead within the Wholesale KYC Operations (WKO) organization, you will play a pivotal role in delivering innovative data analytics solutions to our KYC Line of Business (LOB) stakeholders across Production, Reviewers, and Controls. Your expertise will be essential in fulfilling data and reporting commitments, developing strategies for effective data analysis and reporting, and selecting, configuring, and implementing analytics solutions for our 3000+ team members.

Job Responsibilities

1. Collaborate

   with the Line of Business (LOB), Consumers, and Technology to

   deliver

   reporting needs for Wholesale KYC Operations (WKO) consumers across Production Operational, Controls, Executive, and Regulatory commitments.

2. Coordinate

   with LOB Business Leads, Reference Data Domain Leads, and KYC Solutions to

   understand

   data quality issues related to KYC and Reference Data sourced within OSKAR, EDH, and any other WKO Data stores leveraged for Data & Reporting.

3. Act

   as a subject matter expert around the KYC reporting data,

   assisting

   WKO reporting consumers to

   navigate

   and

   understand

   the right solution for their reporting needs.

4. Document

   processes and procedures for leading and delivering ongoing reporting, including

   leveraging

   a strong control framework to

   ensure

   privacy and accuracy of reporting.

5. Provide

   regular status updates to management;

   develop

   presentations and materials.

6. Structure

   and

   scope

   complex problems,

   apply

   a range of analytical tools,

   gain

   and

   synthesize

   insights, and

   develop

   solutions;

   gather

   ,

   model

   , and

   analyze

   data to

   test

   hypotheses and

   size

   opportunities.

7. Apply

   institutional knowledge from the KYC Operations and Reference Data industry.

8. Harness

   a consistent approach to

   optimize

   the data & reporting landscape to

   right-size

   the footprint.

Required Qualifications, Skills, and Capabilities

1. Possess

   5 years of experience in Data & Reporting Operations, Data Management, Analytics, and Business Analysis.

2. Demonstrate

   strong analytical / critical thinking and problem-solving skills;

   develop

   and

   clearly present

   drawn conclusions and potential solutions with consideration to inherent risks.

3. Communicate

   effectively at many levels of the organization, including

   synthesizing

   key messages for senior management.

4. Ability

   to multi-task,

   work

   under tight deadlines, and

   quickly adjust

   to changing priorities.

5. Capability

   to work both independently with strong follow-through and

   adapt

   to team environment.

6. Exhibit

   analytical skills and strong organizational abilities;

   attention

   to detail and problem-solving aptitude.

7. Be

   a highly energetic self-starter with a focus on obtaining results.

8. Lead

   and

   influence

   without having positional authority to

   progress

   initiatives.

9. Possess

   subject matter expertise across KYC, AML, and Client Reference Data.

Join us in shaping the future of data analytics in KYC operations and making a significant impact on our organization.

Job Summary

As a Data & Reporting Lead within the Wholesale KYC Operations (WKO) organization, you will play a pivotal role in delivering innovative data analytics solutions to our KYC Line of Business (LOB) stakeholders across Production, Reviewers, and Controls. Your expertise will be essential in fulfilling data and reporting commitments, developing strategies for effective data analysis and reporting, and selecting, configuring, and implementing analytics solutions for our 3000+ team members.

Job Responsibilities

1. Collaborate

   with the Line of Business (LOB), Consumers, and Technology to

   deliver

   reporting needs for Wholesale KYC Operations (WKO) consumers across Production Operational, Controls, Executive, and Regulatory commitments.

2. Coordinate

   with LOB Business Leads, Reference Data Domain Leads, and KYC Solutions to

   understand

   data quality issues related to KYC and Reference Data sourced within OSKAR, EDH, and any other WKO Data stores leveraged for Data & Reporting.

3. Act

   as a subject matter expert around the KYC reporting data,

   assisting

   WKO reporting consumers to

   navigate

   and

   understand

   the right solution for their reporting needs.

4. Document

   processes and procedures for leading and delivering ongoing reporting, including

   leveraging

   a strong control framework to

   ensure

   privacy and accuracy of reporting.

5. Provide

   regular status updates to management;

   develop

   presentations and materials.

6. Structure

   and

   scope

   complex problems,

   apply

   a range of analytical tools,

   gain

   and

   synthesize

   insights, and

   develop

   solutions;

   gather

   ,

   model

   , and

   analyze

   data to

   test

   hypotheses and

   size

   opportunities.

7. Apply

   institutional knowledge from the KYC Operations and Reference Data industry.

8. Harness

   a consistent approach to

   optimize

   the data & reporting landscape to

   right-size

   the footprint.

Required Qualifications, Skills, and Capabilities

1. Possess

   5 years of experience in Data & Reporting Operations, Data Management, Analytics, and Business Analysis.

2. Demonstrate

   strong analytical / critical thinking and problem-solving skills;

   develop

   and

   clearly present

   drawn conclusions and potential solutions with consideration to inherent risks.

3. Communicate

   effectively at many levels of the organization, including

   synthesizing

   key messages for senior management.

4. Ability

   to multi-task,

   work

   under tight deadlines, and

   quickly adjust

   to changing priorities.

5. Capability

   to work both independently with strong follow-through and

   adapt

   to team environment.

6. Exhibit

   analytical skills and strong organizational abilities;

   attention

   to detail and problem-solving aptitude.

7. Be

   a highly energetic self-starter with a focus on obtaining results.

8. Lead

   and

   influence

   without having positional authority to

   progress

   initiatives.

9. Possess

   subject matter expertise across KYC, AML, and Client Reference Data.