Reference Data Specialist

Job Description
Bring your expertise to a high-impact documentation quality role where you can drive change, grow your skills, and improve the client experience.
As a Reference Data Specialist within the Client Documentation team, you will be accountable for checking and supervising client documentation across products such as loans, payments, and markets. You will help strengthen controls, raise quality standards, and deliver clear feedback that improves accuracy and service excellence. You will also contribute to operational improvement initiatives and the adoption of new tools to enhance end-to-end processes.
Job Responsibilities
Execute assigned quality-check tasks on client documentation with minimal supervision and timely completion
Establish subject matter expertise within the quality-checking function and contribute to consistent checking standards
Detect documentation errors quickly and deliver clear oral and written feedback to document preparers
Perform root cause analysis on defects and translate findings into themes that improve accuracy and reduce rework
Apply a strong control mindset to surface issues and risks that could impact the process or the organization
Use Microsoft Excel, Microsoft PowerPoint, Microsoft Word, and Alteryx to analyze data, document outcomes, and support reporting
Generate ideas for process improvement and automation, including supporting the integration of new tools
Support daily regulatory reporting tasks and remediation activities when required
Interpret documentation metadata and coordinate with Legal partners when needed to resolve questions
Collaborate with internal stakeholders, including Legal, Product, Sales, relationship managers, and client service, to resolve documentation needs
Escalate and track issues through to resolution, recommending actions that improve controls, efficiency, and the client experience, and maintaining up-to-date procedures
Required Qualifications, Skills, And Capabilities
Demonstrate 4+ years of experience in investment banking operations or client documentation
Apply knowledge of banking products and associated documentation, including a broad understanding of legal terms and principles
Analyze information from multiple sources, determine relevancy to specific issues, and route items to appropriate business partners
Resolve problems by independently identifying issues, evaluating impacts, and proposing viable solutions
Communicate effectively through clear verbal and written interactions across stakeholders and management levels
Prioritize workflow under pressure, meet deadlines, and manage multiple tasks with attention to detail
Collaborate in both independent and team-based environments to deliver consistent service excellence
Exhibit strategic thinking, results orientation, and self-motivation in a changing environment
Adapt to new skills and tools to support evolving processes and operational needs
Coordinate effectively with geographically distributed work groups
Complete a university degree
Preferred Qualifications, Skills, And Capabilities
Hold a Law or Commerce degree
Demonstrate exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence
Maintain flexibility to support business coverage needs aligned to operational requirements
Contribute experience participating in documentation operational improvement projects and new tool integration
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.

Work arrangement
No