Reference Data Associate

Posted 2 Days Ago
Be an Early Applicant
Bengaluru, Karnataka
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Reference Data Associate at JPMorganChase, you will manage and support strategy implementation within Investor Services, focusing on client account documentation and remediation projects. Responsibilities include overseeing projects, managing governance, tracking deliverables, maintaining client records, and ensuring compliance with regulatory/documentation requirements.
Summary Generated by Built In

Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team.
As a Reference Data Associate within the Investor Services team, you will be responsible for managing and supporting the implementation of a global strategy across various products. Your role will primarily focus on the Client Account Services Model (CIM), Client Documentation, Accounts, and Entitlements. You will oversee ongoing remediation projects, identify potential risks and barriers, define project roles and responsibilities, manage governance, and track deliverables to ensure successful remediation.
Job Responsibilities:

  • Support Client Account Services activities for in-flight documentation remediation projects.
  • Work across several products and remediation projects, including regulatory requirements and control/risk-related issues.
  • Handle client agreements and related documentation.
  • Lead a team performing functions such as searching, scanning, and indexing legal documents to electronic imaging systems.
  • Maintain client records.
  • Review documents to ensure they satisfactorily meet specific outlined requirements.
  • Contribute to a wider team and provide regular progress updates.
  • Maintain an understanding of client documents.
  • Approach work with a control mindset.
  • Demonstrate an understanding and application of policies and procedures.


Required qualifications, capabilities and skills:

  • Demonstrated strong people management skills.
  • You must have at least 5+ years of experience
  • You must hold at least bachelor's degree or above
  • Excellent verbal and written communication abilities.
  • Effective leadership skills with the ability to motivate and inspire a team.
  • Strong analytical skills for problem-solving and decision-making.
  • Willingness to work in a fast-paced environment with multiple deliverables.
  • Proven expertise in time management, organization, and attention to detail.
  • Proficiency in Microsoft Office suite of applications.


About Us
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.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

MS Office

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

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.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Similar Jobs

Hybrid
Bengaluru, Karnataka, IND
289097 Employees
Hybrid
Bengaluru, Karnataka, IND
289097 Employees
Hybrid
Bengaluru, Karnataka, IND
289097 Employees
Hybrid
Bengaluru, Karnataka, IND
289097 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account