Bring your analytical expertise to a fast-paced data team where you’ll protect data integrity, strengthen controls, and grow your impact.
As a Reference Data Specialist within Party Reference Data, you ensure timely and accurate setup and maintenance of client reference static data in data-centric applications. You partner with requestors and internal stakeholders to clarify requirements, validate documentation, and execute updates within agreed timelines. You perform quality checks and apply controls to maintain data accuracy, integrity, and operational risk standards.
Job Responsibilities:
- Lead daily operations for client account setup, maintenance, and profile updates.
- Maintain client reference data in the repository by completing onboarding, amendments, hierarchy changes, static updates, mergers, and deactivations within timelines.
- Validate documentation thoroughly to support accurate processing.
- Verify requests are received from authorized sources before taking action.
- Clarify request details with requestors to ensure requirements are fully understood.
- Perform quality checks to confirm static and reference data accuracy after updates.
- Follow procedural guidelines consistently to ensure no missed steps.
- Serve as the primary contact for internal stakeholders to enable effective communication.
- Monitor controls and operational risk adherence aligned to established control frameworks.
- Resolve open issues and escalations proactively and keep management informed.
Required qualifications, skills, and capabilities:
- Hold a university degree.
- Bring 2+ years of experience in financial services or related industries.
- Demonstrate fluency in written and spoken English with strong communication skills.
- Apply proficiency in party reference data, client onboarding, and know your customer (KYC) processes.
- Use advanced Microsoft Excel and Microsoft PowerPoint with strong analytical skills and attention to detail.
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
- University degree
- 2+ years of experience in financial services or related industries
- Fluency in written and spoken English
- Strong communication skills
- Proficiency in party reference data
- Client onboarding experience
- Know Your Customer (KYC) process experience
- Advanced Microsoft Excel proficiency
- Advanced Microsoft PowerPoint proficiency
- Strong analytical skills and attention to detail
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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