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Full-time
postgraduate degree
Posted 2h ago
Apply by Aug 22
~40 hrs/week
Responsibilities
The Reference Data Analyst reviews legal agreements to accurately capture economic and non-economic terms within firm systems. They also manage business metrics, drive strategic projects, and collaborate with cross-functional teams to improve operational processes.
Requirements
Candidates must hold an MBA in Finance with at least 3 years of operations experience. Proficiency in Microsoft Office tools and a strong understanding of investment banking processes and regulatory requirements are essential.
Full job description
Make your mark in Digital Document Services—use your documentation and operations expertise to strengthen controls, reporting, and continuous improvement.
As a Reference Data Analyst in Digital Document Services, you review legal agreements and capture economic and non-economic terms accurately in firm systems. You manage business metrics, drive strategic projects, and advance a culture of continuous improvement across back office, middle office, and global teams. You collaborate with operations and technology partners to redesign processes and deliver strong stakeholder outcomes in an inclusive environment.
Job Responsibilities:
Review legal documentation and extract economic and non-economic terms for accurate system capture.
Identify disputed points and potential risks early to prevent downstream issues.
Coordinate with internal partners (such as client service professionals and legal teams) to resolve queries within agreed turnaround times.
Implement controls that support accuracy and adherence to regulatory requirements.
Resolve day-to-day operational issues while progressing strategic initiatives.
Communicate regular updates to senior stakeholders on operational performance and project delivery.
Generate reports, scorecards, and performance insights to support decision-making.
Present reporting in operations forums, including capacity and contingency planning.
Monitor workflow and support team leaders to distribute work equitably.
Manage internal service level commitments and share performance transparently with stakeholders.
Adapt work schedules when needed to meet business requirements.
Required qualifications, skills, and capabilities:
Hold a Master of Business Administration (Finance) degree with 3+ years of operations experience.
Demonstrate proficiency with Microsoft Outlook, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Access, and Microsoft Project.
Apply knowledge of a global bank operational environment, including management reporting and external reporting.
Maintain strong business knowledge, including investment banking processes and related system understanding.
Lead teams with diverse experience and skill sets using a strategic approach.
Promote inclusive leadership by identifying talent and supporting development through coaching and mentoring.
Execute projects and initiatives alongside day-to-day operational responsibilities.
Assess when a deep-dive approach is appropriate and follow through with strong attention to detail.
Preferred qualifications, skills, and capabilities:
Complete an undergraduate or postgraduate degree with 3+ years of operations experience.
Thrive in a dynamic environment while guiding 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.
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.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
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