Reference Data Specialist

Job Description

Deliver timely, accurate party reference static data setup and maintenance in Party Central to support firm standards and regulations. Own end-to-end data quality by validating requests, resolving exceptions, and driving change and automation improvements.

As a Reference Data Operations Analyst within Party Reference Data Operations, you are responsible for timely and accurate completion of client reference static data setup and maintenance across multiple LOBs and locations in the Party Central system. You onboard new clients and process amendments, static data updates, mergers, and deactivations within specified timelines, ensuring all requests are authorized and fully understood before execution. You perform quality checks, follow procedural guidelines with validated documentation, resolve issues and escalations, and track volumes/productivity while supporting firm standards and regulatory requirements.

Job Responsibilities

• Maintain client static/reference data in Party Central by onboarding new clients and processing amendments, updates, mergers, and deactivations within timelines.
• Validate that requests come from authorized sources and confirm requirements are clearly understood before taking action.
• Perform quality checks to ensure reference data is accurately maintained in systems after updates are completed.
• Follow procedural guidelines and verify supporting documentation prior to actioning requests.
• Resolve discrepancies, exceptions, open issues, and escalations end-to-end, keeping management informed throughout.
• Liaise with requestors and business partners to clarify inputs, coordinate actions, and ensure timely completion.
• Analyze data, conduct research, and execute remediation activities as required to improve data integrity and reduce repeat breaks.
  
  

Required Qualifications, Skills And Capabilities

• Bachelor’s degree with relevant business experience
• 3+ years experience in financial services or related industries, including Reference Data or similar functions
• Strong attention to detail and analytical/problem-solving skills; ability to work independently and support the function
• Fluency in written and spoken English with proficiency in MS Excel and PowerPoint
  
  

Preferred Qualifications, Skills And Capabilities

• Experience with client/static data onboarding and lifecycle events across multiple LOBs and locations
• Demonstrated change/automation mindset with experience improving processes or controls
• Knowledge of Excel macros or automation techniques to improve efficiency and quality
• Flexibility to work shifts and deliver effectively as part of a team-driven operating model
  
  

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.

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