Project Manager - Account & Reference Data

Last updated 4 hours ago
Location:Dorset
Job Type:Full Time

As a project manager, you will: Lead a variety of data or regulatory driven projects to achieve operational excellence for client account data. This will include:

- Identifying root causes of data quality issues

- Establishing tactical reconciliations and remediation

- Driving operational excellence, and systemic data quality solution

As an Account Data Governance team member, you will: Project Manage and work on a variety of data driven projects to improve data quality in Client Account Services (CAS) organisation. In this role you will be required to:

  • Manage the full project lifecycle from initiation to delivery in a controlled and organised manner.
  • Engage with and manage a variety of stakeholders across the CIB and Custody business to drive the Data Quality agenda and projects you are managing.
  • Work with technology partners to develop automated solutions, which reduce risk and manual processing, especially with regard to data provision and reconciliation.
  • Support the strategic development of consistent and clear data lineage, providing data visualisation services to CAS project team and CAS operations.
  • Provide support and training to operational teams so that they clearly understand data analysis, reconciliations, MIS and impact on their day to day role.
  • Where necessary support any historical account remediation that may be required to existing account structures to ensure 100% data quality.
  • Develop and productionise a standard suite of reconciliations and reporting of critical data elements (CDE’s) as defined by the business.
  • Complete account level data analysis and help to drive operational changes and improvements to account opening / closing procedures and controls.
  • Case and query management of data discrepancies, including resolution and co-ordination with processing teams to ensure adherence to business rules.

Skills required are intermediate to advanced:

  • Project or workstream management experience
  • Investigation & problem solving
  • Strong communication skills are essential both written and verbal
  • Organizational, analytical and problem resolution skills
  • Robust data analysis and data visualisation skills
  • Excel and/or MS Access
  • Tableau or Alteryx
  • Understanding of a regulatory environment within Financial Services sector