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Account & Reference Data Specialist

Job Description

J.P. Morgan is a leader in financial services, offering innovative and intelligent solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years and we keep their interests foremost in our minds at all times. This combination of product strength, intellectual capital and character sets us apart as an industry leader. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm with assets of $2.0 trillion.


Client Reference Data Operations is a client facing group whose responsibilities include onboarding clients, establishing accounts, and set up and maintenance of information in reference databases. It is a global team with more than 400 employees across seven locations. Client Reference Data plays a critical role in data management for Corporate & Investment Bank (CIB) as well as ensuring data integrity and controls are done with respect to new and existing relationships.


The Account & Reference Data Specialist will be responsible for creating and maintaining client reference data and ensuring data quality standards are met in various systems.   



Position Responsibilities

  • Partner with the Chief Data Office to strategize on remediation efforts for reference data attributes (current focus is on Legal Entity Identifier)
  • Understand the E2E process of assigning LEIs to entities
  • Operate external sources i.e. AVOX and GLEIF
  • Offer remediation efforts assistance and guidance to offshore team
  • Own creation and monitoring metrics, provide trending analyses, make recommendations to mitigate issues and implement
  • Monitor massive client data, failure queues, mailboxes and databases to ensure all items are cleared in a timely manner (keep remediation efforts organized)
  • Actively participate in projects and meetings
  • Develop and execute on Investment Bank driven improvements, recommendations and improved process design
  • Proactively communicate and partner with Wholesale Bank and other line of business
  • Liaise with cross line of business partners to achieve business results improvements with emphasis on strategic end-state and controls
  • Research, provide trending, and report on exceptions in failure queues and recommendations on improvements
  • Create and maintain procedure documents and help drive control-centric environment
  • Assist with training documents and training staff on new and revised processes
  • Proactively promote knowledge of bigger picture of Investment Bank client life cycle across team
  • Serve as Investment Bank client process subject matter expert 


  • College degree or equivalent work experience
  • A minimum of 1 to 2 years experience in Investment Bank Operations with Investment Bank products, systems, industries, and credit structure
  • Ability to learn and use multiple, complex databases and systems in a relatively short timeframe
  • Strong client focus and relationship-building skills across lines of business and levels
  • Demonstrated attention to detail
  • Able to communicate articulately, both written and verbally, to all levels of staff and management, and influence and support decisions
  • Ability to work independently, as well as in a team environment
  • Proficiency with MS Office applications (Word, Excel, Power Point)
  • Experience with Client Central
  • Robust analytical skills and judgment
  • Ability to independently make 'client-centric' decisions
  • Ability to recognize and appropriately escalate issues and discrepancies
  • Knowledge of, experience with, and ability to apply process improvement and process control concepts
  • Ability to create and foster cross-LOB partnerships
  • Strong influence and negotiation skills to drive process control, changes, and provide supporting rationale
  • Strong analytical ability
Req #: 160041516
Location: Newark, DE US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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