Help keep client documentation accurate, controlled, and ready for regulatory and operational needs in Digital Document Services. Lead metrics and strategic initiatives, partnering with Controls, Tech, Ops, Sales, Legal, Product to drive continuous improvement.

As a Reference Data Associate within Digital Document Services, you manage business metrics and lead strategic projects to keep client documentation accurate, controlled, and ready for regulatory and operational needs. You partner with controls, technology, operations, sales, legal, and product stakeholders to resolve issues, strengthen process controls, and deliver service outcomes. You build a culture of continuous improvement by driving reporting discipline, workflow management, capacity planning, and consistent stakeholder communication.

Job Responsibilities

• Identify issues proactively and coordinate with internal partners (e.g., client service professionals, legal) to resolve disputed points within defined timelines.
• Deliver process controls that ensure accuracy and compliance with regulatory rules.
• Resolve BAU and project issues within agreed timeframes and provide regular updates to senior management on progress and risks.
• Generate reports and scorecards, present insights in operations forums, and provide capacity and contingency planning.
• Monitor workflow and support Team Leaders to ensure equitable distribution of work and stable delivery.
• Manage internal SLAs and communicate performance to stakeholders through effective reporting and governance routines.
• Work flexibly to accommodate business needs and ensure continuity of service.

Required qualifications, skills and capabilities

• MBA in Finance with8+ years experience in operations
• Strong proficiency in MS Office tools: Outlook, PowerPoint, Excel, Word, Access, Project
• Strong knowledge of a global bank operational environment, including management and external reporting; investment banking process and system knowledge
• Proven ability to lead teams and deliver day-to-day management while planning and executing projects/initiatives with inclusive leadership

Preferred qualifications, skills and capabilities

• Graduate or Post-Graduate with 8+ years experience in operations
• Proven ability to operate effectively in a dynamic environment with strong team management skills
• Experience driving continuous improvement through metrics, workflow optimization, and stakeholder governance
• Demonstrated capability managing high-performing teams with diverse experience and skill sets

ABOUT US

JPMorgan Chase, 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.