Reference Data Specialist

Posted Yesterday
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Bengaluru, Bengaluru Urban, Karnataka, IND
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Provide transactional support for Wholesale Payments, resolving exceptions and client inquiries, executing processing tasks within cutoffs, performing regulatory reporting and remediation, and driving process improvement and automation while maintaining strong controls and risk awareness.
Summary Generated by Built In

Support Corporate and Investment Bank clients by delivering timely, accurate transaction processing and responsive exception management in Wholesale Payments.
Strengthen operational discipline through strong controls, risk awareness, and continuous improvement with automation.


As a Transaction Processing Specialist within Wholesale Payments Operations (Corporate and Investment Bank), you provide operational support to ensure client transaction management is completed on time and accurately. You resolve exceptions and client inquiries, providing subject matter expertise while maintaining a strong control mindset and escalating risks appropriately. You also support daily regulatory reporting and remediation activities and lead process improvement and automation efforts to enhance efficiency and quality.

Job Responsibilities 

  • Execute assigned transaction processing tasks accurately and within required timelines and cutoffs.
  • Resolve exceptions and client inquiries promptly, providing clear updates and driving items to closure.
  • Manage assigned tasks independently with minimal supervision, demonstrating strong ownership and accountability.
  • Identify issues and risks that could impact the process or the firm, escalating appropriately with a controls mindset.
  • Interpret legal language in documents to assess firm impact and determine required processing actions.
  • Perform daily regulatory reporting tasks and remediation activities as required, ensuring completeness and accuracy.
  • Drive process improvement and automation opportunities to strengthen efficiency, controls, and client outcomes.

Required qualifications, skills and capabilities 

  • Bachelor’s degree with understanding of financial services products, processes, and transaction operations
  • Strong analytical skills, attention to detail, and ability to deliver high accuracy under deadlines
  • Excellent written and verbal communication skills with strong client focus and customer care practices
  • Strong computer skills including Excel, Word, PowerPoint, Outlook and flexibility to work during US hours

 Preferred qualifications, skills and capabilities 

  • Experience in middle office or back office operations
  • Experience handling exception management and remediation in a controls-focused environment
  • Demonstrated ability to lead process improvements and automation initiatives
  • Experience providing subject matter expertise support to clients and internal stakeholders
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 TeamJ.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. 

Skills Required

  • Bachelor's degree with understanding of financial services products, processes, and transaction operations
  • Strong analytical skills, attention to detail, and ability to deliver high accuracy under deadlines
  • Excellent written and verbal communication skills with strong client focus and customer care practices
  • Strong computer skills including Excel, Word, PowerPoint, Outlook
  • Flexibility to work during US hours
  • Experience in middle office or back office operations
  • Experience handling exception management and remediation in a controls-focused environment
  • Demonstrated ability to lead process improvements and automation initiatives
  • Experience providing subject matter expertise support to clients and internal stakeholders

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.

  • Healthcare Strength Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
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.

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