Reference Data Analyst
JPMorgan Chase · Posted Oct 5
Global banking, investment, credit card, mortgage, and asset management services
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About the role
Documentation Management (Document Management Operations – Markets Trading Group) supports Markets Trading by converting complex derivatives agreements into accurate, system-ready parameters that strengthen controls and execution. The team works across Legal, Credit, Business, Operations, and Technology on trade documentation and regulatory initiatives such as Pushout. As a Reference Data Analyst, the role leads review of legal agreements (ISDA, CSA, and related documentation), extracts and indexes legal and financial parameters in JPMorganChase systems, and resolves documentation issues with Credit, Legal, and regional Legal Operations partners.
What you will do
- Lead review of legal agreements (ISDA, CSA, F&O, OTC, Financing, Prime Brokerage) and oversee extraction of key legal and financial parameters.
- Index extracted parameters accurately in JPMorganChase systems, maintaining high quality, completeness, and control discipline.
- Resolve disputed points and documentation issues by coordinating with internal partners (e.g., Credit, Legal) within defined timeframes.
- Partner with regional Legal Operations teams responsible for ISDA master agreement negotiation and transactions to align inputs and outcomes.
- Support Markets regulatory projects such as Pushout, enabling client transfers between legal entities through controlled documentation execution.
- Improve operating frameworks by collaborating with Legal, Business, Operations, and Technology to drive process efficiencies and sustainable controls.
- Deliver productivity and quality outcomes by prioritizing effectively, meeting deadlines, and ensuring flexible shift coverage as required.
Skills used in this role
What the employer is looking for
- 3+ years experience in derivatives master agreements and trade-related documentation within an investment bank or law firm
- Strong understanding of derivatives legal documents including ISDA and CSA
- Proficiency in MS Office with strong verbal and written communication skills
- Strong organizational skills with ability to multitask, prioritize, execute independently and in a team, and work to deadlines
Preferred qualifications
- Degree in Law or Commerce
- Postgraduate qualification such as MBA or LLB
- Experience partnering with cross-functional stakeholders (Legal Ops, Credit, Business, Technology) to resolve documentation breaks
- Flexibility to work shifts and manage time-sensitive deliverables
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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