Make your mark in a fast-paced operations team where your accuracy, ownership, and collaboration help clients onboard and maintain critical services.
As a Reference Data Analyst within the Static Services team (Cash, Trade, Receivables & Trade), you deliver timely and accurate client onboarding and maintenance across multiple platforms. As a Reference Data Analyst within the Static Services team (Cash, Trade, Receivables & Trade), you partner with internal teams to investigate exceptions, resolve queries, and ensure strong controls are followed. As a Reference Data Analyst within the Static Services team (Cash, Trade, Receivables & Trade), you contribute to a collaborative, inclusive environment focused on continuous improvement and consistently meeting service commitments.
Job Responsibilities:
- Execute client record setup and ongoing maintenance for new services and existing clients across functional applications, global systems, and legacy platforms.
- Document work activity in work logs to maintain clear tracking of assigned tasks and outcomes.
- Update client information accurately and promptly in the relevant systems.
- Prioritize and coordinate day-to-day workflow requests from implementation partners and internal departments.
- Apply required controls to ensure work is completed within established timeframes and quality standards.
- Communicate with lines of business and internal clients by phone or email, including senior stakeholders when needed.
- Resolve mailbox queries and address client issues with appropriate urgency.
- Investigate exceptions, including transaction-level and aging-related items, and escalate issues as appropriate.
- Produce management information reports with accurate and complete data.
- Coach and guide other team members through training and education on team procedures and job functions.
- Identify required backup production tasks and suggest improvements to current work practices.
Required qualifications, skills, and capabilities:
- Hold a graduate degree.
- Bring 5+ years of experience in reference data.
- Demonstrate strong interpersonal skills and contribute effectively as a team player.
- Communicate clearly with internal clients via telephone and email, including senior stakeholders.
- Take ownership of issues through proactive problem solving and timely escalation when appropriate.
- Use strong analytical skills to investigate exceptions and validate data accuracy and completeness.
- Leverage Microsoft Access, Excel, PowerPoint, and Word to support reporting and operational tasks.
- Work with minimal supervision and show initiative to identify tasks and drive them to completion.
- Follow established timeframes, controls, and productivity targets while managing competing requests.
Preferred qualifications, skills, and capabilities:
- Build working knowledge of international payment processing operations.
- Apply working knowledge of SWIFT and international payment conventions and practices.
- Utilize low-code automation tools (for example, Alteryx, UiPath, Pega), SQL queries, or Python for process improvement.
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
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
- Graduate degree
- 5+ years of experience in reference data
- Strong interpersonal and teamwork skills
- Clear communication with internal clients by phone and email, including senior stakeholders
- Proactive problem-solving, issue ownership, and timely escalation
- Strong analytical skills for investigating exceptions and validating data accuracy and completeness
- Experience using Microsoft Access, Excel, PowerPoint, and Word
- Ability to work independently and drive tasks to completion
- Ability to follow controls, timeframes, productivity targets, and manage competing requests
- Working knowledge of international payment processing operations
- Working knowledge of SWIFT and international payment conventions
- Experience with Alteryx, UiPath, Pega, SQL queries, or Python
- Experience with AI-powered analytics, workflow automation, or intelligent process tools
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 — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
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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