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Assistant Manager, Agile Business Analyst with Client Reference Data Services

Genpact
Mumbai Posted 24 Mar 2026
FULL TIME

Job Description

Inviting applications for the role of Assistant Manager, Agile Business Analyst with Client Reference Data Services!

In this role, the candidate will join the CORDS (Client Onboarding, Reference Data, and Surveillance) team, focusing on Securities Data Analysis, Capital Markets operations, Client Reference Data, and KYC (Know Your Customer) compliance. The role involves managing and analysing data critical to client onboarding, regulatory reporting, and trade execution in global markets.

Responsibilities

  • Strong communication skills - particularly in written documentation (user stories, operating procedures, process flow mapping etc.)

  • Collect, validate, and maintain security reference data for multiple asset classes including equities, fixed income, and derivatives.

  • Perform data quality checks and resolve discrepancies with internal and external sources.

  • Support downstream systems with timely and accurate security reference data.

  • Experience in managing relationships with senior clients.

  • Strong attention to requirements gathering, discussion and delivery.

  • Clear understanding of business analysis approaches and concepts.

  • Experience in defining business requirements.

  • Experience in managing and executing testing activities, production checkout.

  • Ability to deal with ambiguity and define approaches to bring un-focused issues to resolution.

  • Strong Agile experience, JIRA, Confluence, User Story, Acceptance Criteria, Visio and Signavio process tools, UI Framework experience.

  • Strong sense of ownership and accountability.

  • Knowledge SQL queries are highly preferred.

  • Knowledge of Tableau, Power BI and Alteryx would be an added advantage.

  • Knowledge of KYC Tooling, screening and data analytics.

  • Project planning and control, Status tracking and reporting, Issue and risk management.

  • Leading detailed analysis with line staff, wider Ops groups and Business Units to formulate and Consolidate business requirements.

  • Managing the documentation of business processes including business rules and reference data requirements

  • Preparation of test strategies and approaches, documentation of test scripts and test execution delivery techniques, having delivered using Agile methodology in previous roles.

  • Responsible to define and implement data quality standards across process to reduce manual intervention.

  • Responsible to handle and manage KYC tools for client verification.

Qualifications we seek in you!

Minimum Qualifications

  • Relevant years of proven experience as Business Analyst in Investment Bank Domain.

  • Qualified at degree level or equivalent industry experience (Client Reference Data).

  • Excellent oral and written communication skills.

  • Aptitude to work in a fast-paced environment.

  • Ability to handle volume spikes and prioritize work including ad-hoc requests and projects to meet business demands in a timely manner.

  • Ability to recognize potential risk issues and escalate/report on a timely basis.

  • Adaptability and flexibility, ability to perform under pressure or in changing environment.

  • Outstanding attention to details and analytical ability

  • Proficiency in MS Office (Excel, PowerPoint, and Word), Visio and Signavio process flow tools

  • Self-driven, capable of performing day-to-day activities with minimal guidance supervision.

  • Ability to influence stakeholders and gain consensus across different groups.

  • Experience of managing Ops/ Tech projects through agile

  • Experience of managing large data projects, data lineage and data quality

Preferred Qualifications/ Skills

  • Master's degree in finance, Business, Economics, or related field.


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