Job Description

You are a strategic thinker passionate about driving solutions in “Account and SSI Reference Data”. You have found the right team.

As an Account and SSI Reference Data Professional / Lead within our CAS Change team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Own end-to-end delivery of projects from inception through production deployment while managing multiple priorities effectively.
• Document user stories (Jiras) and clear acceptance criteria, and manage the product backlog with timely prioritization.
• Translate business problems into well-defined user stories and acceptance criteria, maintaining a prioritized backlog aligned to strategic goals.
• Partner with engineering teams to plan and maintain sprint backlogs (at least two sprints ahead), ensuring readiness of requirements and dependencies.
• Participate actively in Agile ceremonies (planning, daily stand-ups, reviews, retrospectives) with the product delivery lead and Scrum Master.
• Collaborate with Technology, Product Owners, and Operations partners to ensure coherent design solutions and consistent standards.
• Build deep domain expertise in Account and SSI reference data and drive process streamlining, controls enhancement, and process improvement opportunities.
• Produce governance materials (e.g., scorecards/status reporting) and contribute to monthly governance forums.
• Identify problems, risks, and dependencies and manage them per Agile principles while adhering to data quality, risk, and control standards.
• Coordinate release and implementation activities, including UAT readiness, training/support for Operations, stakeholder sign-offs, and release communications/notes.
• Monitor success of deliverables and demonstrate value delivered, while evaluating AI/automation opportunities and communicating with technical and non-technical senior stakeholders.

Required qualifications, capabilities and skills

• Background in Financial Services; Experience in product development and/or change management.
• Experience in user story writing, story mapping, backlog prioritization, and understanding prioritization constraints.
• Demonstrate strong analytical and problem-solving skills, including root-cause identification and sound judgment with attention to detail and accuracy.
• Experience in release planning and associated release activities.
• Ability to analyze business needs/activities and translate them into solution requirements.
• Apply an Agile project delivery mindset with knowledge and working experience of the Scrum framework.
• Proficiency with product management tools (e.g., Jira, Confluence) and MS Office (e.g., PowerPoint, Excel, Visio), Lucid/Excalidraw.
• Demonstrate strong interpersonal skills and ability to effectively manage stakeholder relationships.
• Familiarity with reference data and data analysis capabilities to support product design.
• Adopt a business process reengineering mindset.

Preferred qualifications, capabilities and skills

• Bachelor’s / Master’s degree in Finance, Mathematics, or Statistics.
• Knowledge of Markets products is an advantage.
• Familiarity with the company’s products and services (Markets, Prime Brokerage, Clearing).
• Experience producing PowerPoint presentations for senior audiences.
• Project management certification (PMP, PRINCE2, Scaled Agile).
• Experience with data analysis tools (SQL / Alteryx / Tableau) is a plus.