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Senior Associate - Data Transformation & Strategy Lead

eFinancialCareers
Bournemouth
2 weeks ago
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Senior Associate - Data Transformation & Strategy LeadJob Description

Join our Party Reference Data Change Management Team as a Senior Associate - Data Transformation & Strategy Lead, where you'll take the lead on projects supporting strategic and business change initiatives aligned with our Reference Data Strategy. If you're passionate about driving operational efficiency through innovative operating model design, data architecture, and advanced technology, this is a fantastic opportunity to showcase your expertise in transforming processes and enhancing overall performance.

As a Senior Associate - Data Transformation & Strategy Lead within the Party Reference Data Operations Team, you will be instrumental in leading projects that promote strategic and business change initiatives. You will collaborate with internal teams to ensurepliance with regulatory standards for all client KYC records, guaranteeing high-quality and timelypletion of client-level due diligence. Your advanced organizational skills and expertise in digital and tech literacy will enable you to effectively utilize software applications and digital platforms to optimize processes and enhance the client experience.

Job responsibilities:

Analyzes, designs, and implements innovative operating models to enhance efficiency Develops and delivers job aids and training programs for new and existing operating models Collaborates with Global Party Reference Data process leads to assess current state and implement solutions Identifies operational synergies with Client Onboarding, KYC, and other stakeholders to streamline processes Manages stakeholder relationships across Business and Operations for alignment and support Partners with Reference Data Strategy, Project, and Technology teams to implement future state data models


Required qualifications, capabilities, and skills:
Previous experience in Change Management and Data Modelling Previous experience in Banking and Finance Concept visualization skills in process, data, or decision modeling Experience with process modeling and implementing innovative processes Strong writing skills for creating clear and engaging documents Exceptional problem-solving and analytical skills with attention to detais
Preferred qualifications, capabilities, and skills:
Knowledge of party reference data, client onboarding, KYC, and regulatory mandates such as MIFID, NCMR, EMIR, CCPA.
About Us

Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations,ernments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at ourpany. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable amodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an amodation.

About the Team

Morgan'smercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations,ernments and institutions throughout the world entrust us with their business in more than 100 countries. Themercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Job ID 300

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National AI Awards 2025

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