Reference Data Resume Sample

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Candida Rohan
5380 Alene Street,  Philadelphia, PA
+1 (555) 494 1578

Work Experience

Team Lead-reference Data
07/2015 - PRESENT
Phoenix, AZ
  • Develop and embed control tools within our processes for identification and escalation of issues
  • Implement control framework incorporating Process, Quality and Access Controls for PB applications
  • Review and Control Model Key Ref Data Processes
  • Develop and Implement KRI metrics to measure efficiency of processes and controls
  • Conduct control reviews to assess effectiveness of existing controls
  • Roll out ongoing quality reviews and self assessment tests
  • Help develop, prioritize and implement a control book of work
  • Close collaboration with Global Production teams
Reference Data
07/2012 - 05/2015
Philadelphia, PA
  • Quality experience in relevant domain as mentioned in 1 above
  • Willingness to learn and experiment with new things
  • Programming experience with any or all of Visual Basic, Perl, and C/C++, Linux Shell
  • Demonstrated excellence in your field of interest
  • Support the operationalization of Data Governance for the Enterprise
  • Inventory existing internal vocabularies and harmonize them against existing external standards. Would also identify internal gaps and recommend usage of external standard
  • Actively follow changes to various standards Bloomberg utilizes; would implement necessary changes and inform stakeholders
  • Coordinate with the Ontology team to manage the creation and maintenance of controlled vocabularies
  • Work with Global Data managers and Engineering to ensure the necessary workflow to admit/classify these vocabularies into master databases
Junior Reference Data Production Analyst
02/2007 - 02/2012
Dallas, TX
  • Oversight & review of SOX compliance, Audit tracking and Incident reporting
  • Deliver key control projects
  • Provide control training to production teams
  • Communicate clearly with all stakeholders and develop and use understanding of business processes and related issues. Develop multiple solution options and convey the pros and cons to ensure clear understanding of impact across the organization
  • As a business analyst or as an end user, experience of functional testing and willingness to be involved in functional testing in this role as well
  • A robust understanding of the various investment bank trading/banking products (equities, fixed income, repos, FX, OTC and exchange traded derivatives, loans, money markets etc.)
  • Exposure to Client subject area concepts such as Counterparties, Legal entities, Portfolio Accounts etc
  • Understanding of book management and hierarchies for trade capture in investment banking set-up
  • Ideally a post-graduation or graduation from a reputed institute in financial management/accounting


Whitworth University
2001 - 2006
Bachelor's Degree in Computer Science

Professional Skills

  • Strong communication skills with experience in communication with stakeholders
  • Strong time management and delegation skills
  • Self-starter with strong follow through skills
  • Strong analysis, organization, interpersonal, oral and written communication skills
  • University graduates ideally coupled with risk/finance or previous reference data experience (e.g. Onboarding), strong business analysis background
  • Problem Solving Skills – ability to think ‘Out of the Box’ and independently work around issues that arise from time to time
  • Intermediate Microsoft skills including Excel and PowerPoint

How to write Reference Data Resume

Reference Data role is responsible for microsoft, finance, securities, training, security, java, analysis, reporting, modeling, software.
To write great resume for reference data job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Reference Data Resume

The section contact information is important in your reference data resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Reference Data Resume

The section work experience is an essential part of your reference data resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous reference data responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular reference data position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Reference Data resume experience can include:

  • Prior experience in the financial industry within Operations
  • Experience in leading a team of 15+ staff preferably in banking/ investment banking or financial industry
  • Experience in leading a team of 20+ staff preferably in banking/ investment banking or financial industry
  • Experience managing and measuring processes and coming up with process improvements
  • Hands on experience in Java programming
  • Experience as specialist in banking area

Education on a Reference Data Resume

Make sure to make education a priority on your reference data resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your reference data experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Reference Data Resume

When listing skills on your reference data resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical reference data skills:

  • Excellent communication skills with experience in communication with senior stakeholders (DIR and above)
  • Strong Project Management experience and ability to work with the RDS change team in envisioning the future process for our strategic programs
  • Team work skills: Flexible work style, be able to work with stakeholders and colleagues at all levels
  • Exceptional time management and delegation skills
  • Analytical, organizational and interpersonal skills
  • Partner with product and CIB colleagues to effectively address client issues that fall outside of internal and client SLA’s

List of Typical Experience For a Reference Data Resume


Experience For Team Lead-reference Data Resume

  • Coordinate with the Ontology team to develop best practices for standard naming conventions and coding practices to ensure consistency and interoperability of data models
  • Perform reference data quality analysis and discovering reference data quality issues, this includes coordinating with technology partners to gather source data and loading into an integrated database
  • Assess system impacts for upcoming changes
  • Define data processing rules
  • Data Mining Capabilities
  • Financial Data Modeling

Experience For Reference Data Specialist Resume

  • Provides reference/master data SME (Subject Matter Expert) input to various project teams as it relates to data management and governance
  • Within the context of Data Governance, builds and sustains the day-to-day relationships and communications with business partners at various levels of the organization, as well as other internal and external resources
  • Work closely with the business and engineering teams to define data elements, metadata, master/reference data rules, processes and data quality metrics
  • Knowledge of SQL, UNIX
  • Conduct complex analysis and research under tight timelines
  • Set platform(s) performance goals based on platform(s) strategic
  • Java 6-8, Web Sockets, RMI, Astah, Sybase, ElasticSearch, Maven, SVN, Linux
  • Java 8, Drools, Sapiens Decision Modeling Environment, Signavio Process & Decision Modeling Environment, ElasticSearch, ZooKeeper, Web Services, Kafka, Camunda, HAProxy, Maven, SVN, Linux

Experience For Ssbo Ctb-product Reference Data Resume

  • As Client Data & KYC underpins most of what the bank does with an external client –risks to be managed can be material and significant
  • Achieve measurable targets as established in an initiative’s charter, and ensure project success, e.g., for data quality
  • Escalate issues appropriately within the department and to external support areas as needed
  • Identify opportunities to streamline work or improve quality of data or processes
  • Provide expertise and problem resolution to other areas in response to inquiries; appropriately redirect questions that are not security data related

Experience For Associate, Reference Data Hub Resume

  • Define and manage data quality metrics for data remediation projects; identify key data quality issues, trends, and observations; collaborate with the Client Reference Data Operations and Chief Data Office’s Data to report on metrics, status and issues to Senior Management and Stakeholders
  • Obtain & document business requirements by interacting with FRD Ops, FRD Technology, other Finance Project Workstreams, other Global Finance Operations and Technology areas and Corporate Reporting stakeholders
  • Provide oversight to BAU teams for critical issues to identify issues which could have a strategic impact on the GL
  • Actively track team’s market account openings and other name change/merger trackers against the market SLA's
  • Knowledge of stock exchanges and financial instruments
  • Work closely with Subject Matter Expert’s (SME’s) within the larger Client Data Services across locations to obtain required skillsets to have the right level of support required for the end to end Data Remediation required for the Key Clients chosen by the Business
  • Manage client and stakeholder expectations through clearly defined SLA. Responsible for publishing accurate Daily & Monthly of all the process & project related specific Metrics

Experience For Reference Data Mgnt Senior Analyst Resume

  • Build effective controls and Business continuity plans that ensures seamless delivery on product/client expectations
  • 1 – 3 years of experience in Master Data
  • Manage Client relationship to drive constant improvements in quality of supplied content
  • Initiate and drive improvement projects related to service and quality of data
  • Drive opportunities for efficiency gain and implement them
  • Monitor and review the major processes and/or those procedures with a high impact in FRD to identify and escalate potential issues
  • To ensure that BAU is processed as per Service Level Agreements (SLAs)

Experience For Client Reference Data Manager VP Resume

  • Performance management, conduct appraisals , complete action plans for people development
  • Ensure Business Contingency Plan strategy is in place for the team
  • Support and manage toward global framework within EDM
  • Daily oversight of elevated functions processed by offshore team
  • Assist with day to day processes when required
  • Contribute to Continuous Improvements programs and standardization of processes across all markets in scope, whenever possible

Experience For Isg-rohq-reference Data Management Senior Analyst Resume

  • Review and propose updates, through company, to the Standard Routines due to legal or process changes
  • Consult with subject matter experts and developers to reverse engineer and document legacy system functions
  • Independently query and analyze unstructured data from multiple relational databases in order to
  • Diagnose data quality issues
  • Work closely with upstream data vendors (internal and external to Citigroup)

Experience For Associate Account & Reference Data Resume

  • Independently manage assigned projects
  • Participate in weekly change management forums
  • Manage and lead remotely an offshore team in Pune (eclerx) for daily KRI/KPIs and escalation
  • Computer literate in basic Microsoft applications (word, excel, PowerPoint)

List of Typical Skills For a Reference Data Resume


Skills For Team Lead-reference Data Resume

  • Multi years of experience in technology and leading dev teams
  • Evidence of working across multiple departments and locations
  • Experience financial services or related industries including Operations
  • Five years experience in a large financial service organization with direct exposure the financial market data uses
  • Evidence of ability to quickly understand complex processes and to pass on this knowledge

Skills For Reference Data Specialist Resume

  • Graduates (BCOM/BMS) / CA’s/ MBA’s with seven to Five to Eight years of experience
  • Graduates / MBA’s with five + years of experience
  • 1–2+ years’ of people management experience (leader or leader deputy role)
  • Ensures BCP strategies are current, tested and evidenced as per the firm’s policy
  • Graduates (BCOM/BMS) / CA’s/ MBA’s with seven to eleven years of experience
  • Willing to learn and striving for business understanding of processes in place
  • Pricing: market available pricing and evaluated pricing
  • Troubleshooting with all pertinent documentation and following up to closure

Skills For Ssbo Ctb-product Reference Data Resume

  • Developing and maintaining relationship with stakeholders is a key for this role
  • Exposure to the investment lifecycle – research, trading, settlement, performance measurement, risk, accounting and reporting
  • Monitor regional metrics and reporting ensuring SLA’s are met and exception processing as needed
  • Able to identify best practices & linkages in various projects and bring standardization for testing and reporting
  • UAT planning, testing and recording results

Skills For Associate, Reference Data Hub Resume

  • Develop policies for sourcing, populating and maintaining new vocabularies and data elements
  • Daily processing of SSI/Client requests in accordance with procedures and controls including daily control checklists
  • Contribute to the department knowledge base by creating and updating documentation of supported processes
  • Develop and execute test plans / test scripts; Assist in preparing status reports; and Assist in managing the overall project governance
  • Knowledge and understanding of the financial markets with focus on middle and back-office operations including client account setup

Skills For Reference Data Mgnt Senior Analyst Resume

  • Open and maintain new financial instruments on internal IT platform and maintenance of existing database, resolve intraday client’s queries
  • Exceptional ability to work independently but within boundaries and work within international reporting lines
  • Knowledge of the investment banking environment
  • Influence globally, to ensure consistency in processes to acheive follow the sun model of processing
  • Knowledge of third party software solutions including OMGEO Alert and Broadridge
  • Setup and maintain reference data for fixed income, equity, and equity derivative securities ensuring that data is accurate and current

Skills For Client Reference Data Manager VP Resume

  • Understand a detail FRD workflow & the project impacting/ enhancement area
  • Conduct significant financial account data mining/ analysis to support recommendations & necessary action items
  • Understand GL reporting systems from a user perspective and convert them into enhancements / project requirements
  • Ensure that the Daily Checklist is signed off by the team including Team Leads
  • Assist with gathering business requirements and business analysis
  • Utilize metrics reporting to identify issues, gaps, risks in process
  • Escalation required for decision making
  • Set-up and maintenance of all data impacting O2C Processes which is not defined as Nestlé Master Data
  • Strong written, and oral communication skills, ability to present and explain data in a way that establishes rapport, persuades others and gains understanding at all organizational levels

Skills For Isg-rohq-reference Data Management Senior Analyst Resume

  • Collaborative individual who exemplifies our Guiding Principles of Integrity, Partnership and High Performance
  • Quickly comprehend new technologies and assess their potential impact and value for the organization
  • Opportunities to grow your own and enlarge your business knowledge on securities reference data
  • Works closely with internal clients to develop and execute IT
  • Ensure the latest NAVs are updated on timely manner and controlled to meet daily deadlines
  • Maintain regular contact with data providers such as SIX FI, Bloomberg, Fund Administrators etc

Skills For Associate Account & Reference Data Resume

  • Perform daily, weekly and monthly controls on static data and price variance (Excel)
  • Clarify and resolve data issues with internal and external clients as well with data providers
  • Support devising the interaction and roll out plan for DDO across the Group and Business Units for ‘Product/Instrument’. Partner with Group Director to define scope of remit with BU CDOs
  • Ensure all process updates are captured in timely and efficient manner
  • Ensure all requests are verified as per process guidelines

Skills For Cao-client Reference Data Manager Resume

  • Manage and lead remotely an offshore team in Pune (eclerx) for daily KRI/KPIs and escalations
  • Work with the RDS change team Process improvement capabilities
  • Proficiency in areas such as metadata management, master data
  • Monitors agreed KPI’s & KRI’s as per the defined frequency and ensure execution of action plans to remediate performance
  • Monitors Vendor’s compliance with CS Policies under affiliate requirements
  • Securities: listed securities and derivatives, market indices, alternative assets

Skills For Reference Data Service Control Analyst Resume

  • Strong analytical skills, proven track record over at least 5 years in business requirements analysis and specification writing for projects in a financial industry / banking / risk/finance environment
  • The goal is to reduce operational and regulatory risk to the firm through a strong controls environment – the scale and scope is complex and requires extensive coordination across multiple stakeholders including the firm’s senior management team and multiple areas
  • Exceptional Project Management experience and ability to work with the RDS change team in envisioning the future process for our strategic programs
  • Monitor regional metrics and reporting ensuring SLA’s are met and exception processing is completed as needed
  • Quick learner capable of working in a fast paced environment
  • Ensure that the Daily Checklist is signed off by the team including TL’s

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