Client Reference Data Analyst

Job Description

Job Title: Client Reference Data Analyst Work Location: Mumbai Employment Type: 1-Year Contract Shift Timing: 12:30 PM 9:30 PM IST Experience Required: 2+ years Notice Period: Immediate Laptop Provided: Yes, if needed Compensation: Up to 5 LPA About the Role: We are hiring a Client Reference Data Analyst to join the operations team of a leading global financial services firm. This role involves managing client data, setting up new accounts, and ensuring documentation and reporting accuracy. The role is ideal for professionals who are organized, detail-oriented, and familiar with financial data operations or client onboarding processes. Key Responsibilities: Open and link client accounts on financial platforms such as Prime Brokerage or Portfolio Accounting systems. Set up account-level reporting and entitlements for clients and third-party users. Review and validate documentation submitted for account and reporting setup. Perform quality checks for newly created or modified client accounts. Request and manage secure login credentials (e.g., Secure IDs) for client systems access. Track and resolve issues related to account setup, data integrity, and documentation. Coordinate with internal teams for issue escalation and workflow alignment. Monitor key metrics and Service Level Agreements (SLAs) to ensure timely and accurate delivery. Identify areas for process improvement and assist in implementing solutions. Support team leads with rollout of new tools, processes, or reporting templates. Must-Have Skills: Minimum 2 years of experience in client onboarding, client data management, or financial operations. Strong knowledge of account creation and entitlements setup in financial or investment platforms. Excellent skills in Microsoft Excel including Pivot Tables, VLOOKUP, and data reporting. Exposure to client documentation handling , preferably in the capital markets or banking domain. Strong problem-solving skills and ability to escalate with context and ownership. Experience in managing high volumes with precision under tight timelines. Good verbal and written communication skills to liaise with internal stakeholders. Good-to-Have: Exposure to prime brokerage, reference data , or investment banking operations. Familiarity with global markets, client reporting, or capital market products. Prior experience in a client-facing or middle office support role in BFSI. Soft Skills Required: High attention to detail and accuracy Adaptability and willingness to learn Ability to prioritize tasks effectively Collaborative team player Client service orientation and ownership Professional and proactive communication