Make your mark in Digital Document Services—use your documentation and operations expertise to strengthen controls, reporting, and continuous improvement.
As a Reference Data Analyst in Digital Document Services, you review legal agreements and capture economic and non-economic terms accurately in firm systems. You manage business metrics, drive strategic projects, and advance a culture of continuous improvement across back office, middle office, and global teams. You collaborate with operations and technology partners to redesign processes and deliver strong stakeholder outcomes in an inclusive environment.
Job Responsibilities:
- Review legal documentation and extract economic and non-economic terms for accurate system capture.
- Identify disputed points and potential risks early to prevent downstream issues.
- Coordinate with internal partners (such as client service professionals and legal teams) to resolve queries within agreed turnaround times.
- Implement controls that support accuracy and adherence to regulatory requirements.
- Resolve day-to-day operational issues while progressing strategic initiatives.
- Communicate regular updates to senior stakeholders on operational performance and project delivery.
- Generate reports, scorecards, and performance insights to support decision-making.
- Present reporting in operations forums, including capacity and contingency planning.
- Monitor workflow and support team leaders to distribute work equitably.
- Manage internal service level commitments and share performance transparently with stakeholders.
Adapt work schedules when needed to meet business requirements.
Required qualifications, skills, and capabilities:
- Hold a Master of Business Administration (Finance) degree with 3+ years of operations experience.
- Demonstrate proficiency with Microsoft Outlook, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Access, and Microsoft Project.
- Apply knowledge of a global bank operational environment, including management reporting and external reporting.
- Maintain strong business knowledge, including investment banking processes and related system understanding.
- Lead teams with diverse experience and skill sets using a strategic approach.
- Promote inclusive leadership by identifying talent and supporting development through coaching and mentoring.
- Execute projects and initiatives alongside day-to-day operational responsibilities.
Assess when a deep-dive approach is appropriate and follow through with strong attention to detail.
Preferred qualifications, skills, and capabilities:
- Complete an undergraduate or postgraduate degree with 3+ years of operations experience.
- Thrive in a dynamic environment while guiding teams effectively.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 our company. 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 accommodations 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 accommodation.
Skills Required
- Master of Business Administration (Finance) degree with 3+ years of operations experience
- Proficiency with Microsoft Outlook, PowerPoint, Excel, Word, Access, and Project
- Knowledge of a global bank operational environment including management reporting and external reporting
- Strong business knowledge of investment banking processes and related systems
- Experience leading teams with diverse experience and skill sets using a strategic approach
- Experience promoting inclusive leadership, coaching and mentoring talent
- Ability to execute projects and initiatives alongside day-to-day operational responsibilities
- Strong attention to detail and ability to perform deep-dive analyses when appropriate
- Ability to review legal documentation and extract economic and non-economic terms accurately
- Ability to coordinate with client service and legal teams to resolve queries within agreed turnaround times
- Ability to generate reports, scorecards, and performance insights to support decision-making
- Willingness to adapt work schedules when needed to meet business requirements
- Undergraduate or postgraduate degree with 3+ years of operations experience
- Ability to thrive in a dynamic environment while guiding teams effectively
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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