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Reference Data Associate

Charlotte, NC 28202

Posted: 09/17/2025 Employment Type: Direct Placement Job Number: 26356541 Pay Rate: 80000-100000 USD/Year

Job Description

The Reference Data Asscoiate will be responsible for maintaining and overseeing critical static and dynamic reference data that supports the firm's broker-dealer business across trading, risk management, operations, compliance, and regulatory reporting. This individual will play a key role in ensuring accuracy, timeliness, and integrity of security, counterparty, client, and account data across internal and external systems.

Key Responsibilities
  • Maintain and manage security reference data including new instrument setup, updates, and lifecycle events.
  • Oversee counterparty and client static data, including onboarding, classification and maintenance.
  • Partner with Compliance and Legal teams to ensure KYC/AML, regulatory, and tax documentation requirements are reflected accurately in reference data.
  • Provide support to trading, middle office, and operations on security master, client data, and account setup issues.
Qualifications
  • 2+ years of experience in reference data, operations, or securities middle office within a broker-dealer, investment bank, or asset manager.

Meet Your Recruiter

Nick LaPetina

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About Charlotte, NC

Ready to embark on a new career adventure? Explore our job opportunities in and around Charlotte, North Carolina, where the Queen City's vibrant energy meets Southern charm. Known for its dynamic job market and diverse industries, Charlotte offers endless growth possibilities for professionals seeking new opportunities. Discover the city's rich history at the Levine Museum of the New South, catch a show at the Blumenthal Performing Arts Center, or immerse yourself in nature at the stunning Freedom Park. Indulge in the region's famous barbecue joints, explore the NASCAR Hall of Fame, or cheer on the Carolina Panthers at the Bank of America Stadium. Join us in Charlotte and unlock a world of career possibilities in this bustling city with a small-town feel.
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison