Reference Data Associate

You are a strategic thinker passionate about driving solutions. You have found the right team.

As a Reference Data Associate, you manage and support the delivery of a global strategy across Investor Services products. Your focus will on the Client Account Services Model (CIM), Client Documentation, Accounts, and Entitlements. We oversee in-flight remediation projects, identify 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

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.