Reference Data Analyst
JPMorgan Chase · Posted Oct 6
Global banking, investment, credit card, mortgage, and asset management services
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About the role
Network Management Operations and Oversight supports securities and cash network managers and global financial market infrastructure network managers with end-to-end operational oversight activities. The team coordinates across internal partners and external third parties to obtain, validate, and distribute information that enables relationship oversight, controls, audit readiness, and day-to-day execution. This Reference Data Analyst role maintains relationship inventory, party and reference data and documentation, runs third-party due diligence and screening workflows, and produces control and governance reporting.
What you will do
- Monitor third-party due diligence workflows through closure, including questionnaire distribution, tracking, follow-ups, and status reporting
- Support onboarding and offboarding activities for agent banks and financial market infrastructures, including closure of oversight-related actions
- Perform negative media screening and credit risk rating support processes in line with established procedures
- Prepare market development communications, periodic market information updates, and senior briefing materials for agent bank engagement
- Maintain relationship inventory, party and reference data, and documentation records, including retention requirements and repository hygiene
- Investigate process gaps, exceptions, and stakeholder queries, documenting root cause analysis and outcomes
- Recommend efficiency enhancements that improve accuracy, reduce breaks, and strengthen controls and governance outcomes
- Partner with data, analytics, and technology teams to support change delivery and user acceptance testing activities
- Participate in ad hoc projects supporting network management and business stakeholders
- Deliver control and governance reporting and support audit, compliance, and regulatory inquiries with well-organized evidence and reconciliations
Skills used in this role
What the employer is looking for
- Hold a postgraduate qualification in finance
- Demonstrate strong communication, interpersonal, and project management skills
- Apply strong analytical skills with a controls and risk mindset, including sound judgment under pressure
- Exercise ownership through disciplined execution and accountability for risk and control outcomes
- Take initiative to proactively resolve issues and support responsible management practices
- Manage deadlines with urgency and accuracy through effective planning, prioritization, scheduling, and monitoring
- Negotiate solutions to challenges and issues in partnership with stakeholders
- Build productive working relationships across functions and levels to achieve results
- Work effectively across a global team and with external parties to coordinate information and documentation needs
- Use Microsoft Excel, PowerPoint, and Word to produce accurate reporting and documentation
- Exhibit strong data handling judgment, including confidentiality awareness, least-privilege mindset, and careful handling of third-party and internal information
Preferred qualifications
- Bring experience partnering with global stakeholders across operations, compliance, risk, legal, and technology teams
- Leverage experience supporting third-party due diligence and questionnaire administration activities
- Apply developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
- Demonstrate interest in applying new approaches and technologies to improve processes, including the use of artificial intelligence
- Produce clear, well-structured governance materials and reference documentation for key stakeholders
- Strengthen continuous improvement efforts by contributing ideas that enhance controls, reporting quality, and operational execution
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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