Reference Data Analyst

Job Description

Empower client success through meticulous query management, timely request fulfillment, and strategic process enhancement, ensuring unparalleled service standards and operational excellence.

Job Summary

As a Reference Data Manager within the team, you will ensure all client queries are addressed with care and diligence. You will facilitate the timely completion of client requests while maintaining high service standards to resolve inquiries and escalations. Your role involves managing day-to-day operations, strategically improving processes, and ensuring team members meet firm-wide quality standards.

Job Responsibilities

• Implement custody initiations and manage account opening and maintenance activities globally.
• Articulate the firm's requirements and guide clients through smart form completion.
• Partner with Clients, Sales, Solutions, Implementations, Client Service Managers, and downstream teams for seamless task completion.
• Exhibit the highest standards of customer service to internal and external customers, ensuring confidentiality.
• Create an effective team through continuous communication, timely feedback, and appropriate supervisory practices.
• Showcase and implement process improvements as necessary.
• Identify risks and issues, navigating them to successful completion.
  
  

Required Qualifications, Skills, And Capabilities

• Bachelor’s Degree or Graduate Degree.
• 2+ years of experience in the Financial Services industry with a track record in the custody domain.
• Technical skills in Microsoft Office, including Excel, Word, and PowerPoint.
• Outstanding client management, partnership building, leadership, and stakeholder communication skills.
  
  

Preferred Qualifications, Skills, And Capabilities

• Ability to identify risks and issues and navigate them to completion.
• Self-reliance and willingness to "own" complications and find creative solutions.
• Foster a high-performance culture where people are empowered to make decisions.
• Experience in process improvement and implementation of changes.
  
  

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

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.