Make your mark in digital document services, grow your career while applying legal documentation review, analytics, and people leadership to deliver measurable impact.
As a Reference Data Associate in Digital Document Services, you will be responsible for reviewing legal documentation and capturing key economic and non-economic parameters from agreements into firm systems at JPMorganChase. You will manage business metrics, drive strategic projects, and build a culture of continuous improvement across back office, middle office, and global teams. You will partner with operations and technology teams to redesign processes and strengthen controls.
Job Responsibilities:
- Review legal documentation and extract key economic and non-economic parameters for accurate system capture.
- Identify issues proactively and coordinate with internal functions (client service professionals, legal, and related teams) to resolve disputed points within agreed timeframes.
- Embed process controls to ensure accuracy and regulatory compliance.
- Resolve day-to-day issues in a time-bound manner and provide regular updates to senior management on business as usual activities and projects.
- Produce reports and scorecards, present them in operational forums, and support capacity and contingency planning.
- Monitor workflow and support team leaders to distribute work equitably.
- Manage internal service level agreements and communicate performance to stakeholders through effective reporting.
Work a flexible schedule to accommodate business needs.
Required qualifications, skills, and capabilities:
- Hold an MBA in finance with 8+ years of operations experience.
- Use Microsoft Office applications including Outlook, PowerPoint, Excel, Word, Access, and Project.
- Apply knowledge of a global bank’s processes and operating environment, including management and external reporting.
- Demonstrate business knowledge of investment banking processes and systems.
- Lead a team of high achievers with diverse experience and skill sets using a strategic approach.
- Practice inclusive leadership by identifying talent, recruiting, coaching, mentoring, and developing team members to support strategic goals.
Execute projects and initiatives alongside daily delivery, with strong attention to detail and appropriate deep-dive problem solving.
Preferred qualifications, skills, and capabilities:
- Earn a graduate or post-graduate degree with 8+ years of operations experience.
- Thrive in a dynamic environment while managing 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
- MBA in Finance with 8+ years of operations experience
- Proficiency with Microsoft Office: Outlook, PowerPoint, Excel, Word, Access, Project
- Knowledge of a global bank's processes and operating environment, including management and external reporting
- Business knowledge of investment banking processes and systems
- Demonstrated people leadership: recruiting, coaching, mentoring, and developing team members
- Ability to execute projects alongside daily delivery with strong attention to detail and problem solving
- Graduate or post-graduate degree with 8+ years of operations experience
- Ability to thrive in a dynamic environment while managing 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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