Reference Data Specialist

Join Digital Document Services in the Corporate Investment Bank to deliver client-focused transaction management and document expertise while driving process improvements.

As a Document Management Specialist within Digital Document Services, you provide operational support across transaction management activities for Corporate Investment Bank clients. You act as a subject matter expert, resolving client inquiries and exceptions while ensuring deliverables are completed accurately and on time. You also help strengthen controls and drive continuous improvement through process optimization and automation.

Job Responsibilities

• Execute assigned tasks in a timely manner while meeting quality and accuracy standards.
• Ensure end-to-end transaction management activities are completed on time, including follow-ups and closure of open items.
• Resolve exceptions and client inquiries by investigating issues, coordinating with stakeholders, and documenting outcomes.
• Innovate by identifying opportunities for process improvement and automation to enhance efficiency and reduce risk.
• Manage assigned work independently with minimal supervision and strong ownership of outcomes.
• Perform daily regulatory reporting tasks and remediation activities when required.
• Maintain a control mindset by proactively identifying issues and escalating risks with potential impact to process or the organization.

Required qualifications, skills, and capabilities

• Bachelor’s degree and proficiency in MS Office (Excel, Word, PowerPoint, Outlook)
• 2+ years of banking experience with knowledge of financial services products and processes and strong analytical skills
• Strong understanding of legal language to interpret documents and assess impact to the Firm
• Flexibility to work US hours with high attention to detail, strong client focus, and a control/risk mindset

Preferred qualifications, skills, and capabilities

• Experience in middle office or back office operations
• Experience supporting transaction management workflows and resolving operational exceptions
• Exposure to regulatory reporting and remediation activities in an operations environment
• Experience contributing to process improvement and automation initiatives

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.