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Client Reference Data Jobs (NOW HIRING)

GMO

Data Platform Analyst

Boston, MA · Hybrid

$155K - $170K/yr

We manage approximately $80bn for a client base that includes many of the world's most ... Develop an expert understanding of GMO's reference data flow within internal databases and vendor ...

GMO

Data Platform Analyst

Boston, MA · Hybrid

$80/hr

We manage approximately $80bn for a client base that includes many of the world's most ... Develop an expert understanding of GMO's reference data flow within internal databases and vendor ...

GMO

Data Platform Analyst

Boston, MA · On-site

$80/hr

We manage approximately $80bn for a client base that includes many of the world's most ... This role offers an opportunity for a seasoned Analyst to leverage their financial reference data ...

GMO

Data Platform Analyst

Boston, MA · On-site

$155K - $170K/yr

We manage approximately $80bn for a client base that includes many of the world's most ... Develop an expert understanding of GMO's reference data flow within internal databases and vendor ...

SmartIPlace

Technical Data Analyst

Jersey City, NJ · On-site

Expertise in financial master and reference data domains including Security Master, Account, Benchmark, Client, and related financial datasets. * Experience with enterprise MDM platforms such as ...

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How much do client reference data jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for client reference data in the United States is $41.94, according to ZipRecruiter salary data. Most workers in this role earn between $21.63 and $60.82 per hour, depending on experience, location, and employer.

What is client reference data?

Client reference data refers to the critical information that financial institutions and organizations maintain about their clients, such as names, addresses, legal entities, identifiers, and related attributes. A Client Reference Data job typically involves collecting, validating, maintaining, and updating this information to ensure accuracy, regulatory compliance, and effective client onboarding. Professionals in this field work closely with internal teams and external clients to manage data integrity, reduce risk, and support business operations. Their role is crucial in preventing errors, supporting regulatory reporting, and enabling smooth client transactions.

What are the primary challenges faced by professionals working in client reference data roles?

Professionals in Client Reference Data roles often face the challenge of maintaining data accuracy and consistency across multiple systems and departments. They must also ensure compliance with regulatory requirements, which can frequently change and require timely updates. Collaboration with internal teams such as compliance, operations, and technology is essential to resolve data discrepancies and streamline onboarding processes. Adapting to evolving data management technologies and participating in process improvement initiatives are also key aspects of the role.

What are the key skills and qualifications needed to thrive as a client reference data analyst, and why are they important?

To excel as a Client Reference Data Analyst, you typically need strong analytical skills, attention to detail, and a solid understanding of financial products and client onboarding processes, often supported by a bachelor’s degree in finance, business, or a related field. Familiarity with data management tools, client data platforms, and regulatory systems such as KYC (Know Your Customer) and AML (Anti-Money Laundering) is commonly required. Excellent communication, problem-solving abilities, and the capacity to work collaboratively across departments are crucial soft skills. These competencies ensure data accuracy, regulatory compliance, and efficient client servicing within complex financial environments.

What is the difference between Client Reference Data vs Client Data Analyst?

AspectClient Reference DataClient Data Analyst
CredentialsTypically requires knowledge of data management, database systems, and industry-specific standardsRequires analytical skills, data analysis certifications, and familiarity with data tools
Work EnvironmentData management teams, finance, or compliance departmentsData analysis teams, finance, marketing, or operations departments
Industry UsageUsed across banking, finance, and corporate sectors for maintaining accurate client infoUsed for interpreting client data, generating reports, and supporting decision-making

Client Reference Data focuses on maintaining accurate, standardized client information essential for compliance and operations. Client Data Analysts interpret and analyze client data to support business insights. While both roles handle client information, their focus and responsibilities differ significantly.

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Client Reference Data jobs near you
Infographic showing various Client Reference Data job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 84% Full Time, 12% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $87,233 per year, or $41.9 per hour.

Analyst, Data Management

Los Angeles, CA • On-site

DOUBLELINE GROUP LP
Finance and Insurance • 201 - 500 employees
Learn more about DOUBLELINE GROUP LPexternal

$95K - $115K/yr

Full-time

Posted 2 days ago

New

Job description

The Data Management Analyst will be a member of the Data Management Team, which is responsible for maintaining the accuracy, integrity, and availability of security reference data and other critical investment data across DoubleLine's systems. This role serves as a key control function within the investment operations lifecycle by ensuring data is timely, complete, and reliable for investment, trading, risk, compliance, accounting, and client reporting activities.

The analyst will be responsible for the setup, maintenance, validation, and oversight of security-level information, while partnering with internal stakeholders, technology teams, and external data vendors to enhance data quality, improve processes, and reduce operational risk. The role also supports strategic initiatives focused on automation, data governance, and maximizing the value of the firm's data assets.

Job Functions

  • Establish, maintain, and validate security reference data and related investment data across DoubleLine systems.

  • Monitor data quality, investigate exceptions, resolve discrepancies, and strengthen controls to improve accuracy, completeness, and reliability.

  • Partner with portfolio management, trading, risk, compliance, client reporting, technology, and external vendors to support data initiatives and resolve complex issues.

  • Support the oversight of relationships with external data vendors, ensuring timely resolution of data discrepancies and evaluating opportunities to improve data coverage and quality.

  • Analyze recurring data issues, identify root causes, and recommend sustainable solutions that reduce operational risk.

  • Support automation, workflow enhancements, data governance, vendor onboarding, and other process improvement initiatives.

  • Develop and maintain procedures, policies, and documentation to promote consistent data standards and operational transparency.

  • 3+ years of investment operations experience, with security reference data or fixed income experience preferred.

  • Strong Excel and Microsoft 365 skills; Power BI, SQL, Python, Bloomberg, or similar tools a plus.

  • Ability to analyze complex datasets, investigate discrepancies, and drive issues through resolution; exposure to investment operations or financial services is a plus.

  • Strong analytical, problem-solving, organizational, communication, and collaboration skills.

  • Experience in using data, automation, visualization, and AI to improve processes.

Base Salary Range

The estimated base salary range for this position is $95,000 - $115,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.

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