Reference Data Analyst
JPMorgan Chase · Posted Oct 21
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Static Services team (Cash, Trade, Receivables & Trade) supports client onboarding and static/reference data maintenance across functional applications, global systems, and legacy platforms. The role sits within banking operations, where accuracy, controls, and exception handling are central to service delivery. As a Reference Data Analyst, the person executes client record setup and maintenance, investigates and escalates exceptions, produces management information reports, and coordinates with implementation partners and internal stakeholders.
What you will do
- Execute client record setup and ongoing maintenance for new services and existing clients across functional applications, global systems, and legacy platforms.
- Document work activity in work logs to maintain clear tracking of assigned tasks and outcomes.
- Update client information accurately and promptly in the relevant systems.
- Prioritize and coordinate day-to-day workflow requests from implementation partners and internal departments.
- Apply required controls to ensure work is completed within established timeframes and quality standards.
- Communicate with lines of business and internal clients by phone or email, including senior stakeholders when needed.
- Resolve mailbox queries and address client issues with appropriate urgency.
- Investigate exceptions, including transaction-level and aging-related items, and escalate issues as appropriate.
- Produce management information reports with accurate and complete data.
- Coach and guide other team members through training and education on team procedures and job functions.
- Identify required backup production tasks and suggest improvements to current work practices.
Skills used in this role
What the employer is looking for
- Hold a graduate degree.
- Bring 5+ years of experience in reference data.
- Demonstrate strong interpersonal skills and contribute effectively as a team player.
- Communicate clearly with internal clients via telephone and email, including senior stakeholders.
- Take ownership of issues through proactive problem solving and timely escalation when appropriate.
- Use strong analytical skills to investigate exceptions and validate data accuracy and completeness.
- Leverage Microsoft Access, Excel, PowerPoint, and Word to support reporting and operational tasks.
- Work with minimal supervision and show initiative to identify tasks and drive them to completion.
- Follow established timeframes, controls, and productivity targets while managing competing requests.
Preferred qualifications
- Build working knowledge of international payment processing operations.
- Apply working knowledge of SWIFT and international payment conventions and practices.
- Utilize low-code automation tools (for example, Alteryx, UiPath, Pega), SQL queries, or Python for process improvement.
- 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.
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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