Reference Data Specialist

Job Description

As a Reference Data Specialist in the Digital Documentation Services Operations team, you will be responsible for coordinating all aspects related to Securities Services client end-to-end account documentation management. This includes client onboarding, account maintenance, account closure, and other product-related services. You will also be responsible for ensuring the organization meets regulatory compliance standards and providing operational support to supply audit / compliance / regulator / stakeholder s with query handling, documentation, and analysis as required. Job Responsibilities Manage end-to-end account documentation for Securities Services clients, including client onboarding, account maintenance, and account closure. Support the maintenance of a centralized repository, including scanning and indexing of client documentation. Provide timely information to stakeholders on pending requests and possible impacts to other processes. Ensure documentation conforms to business legal guidelines, policies, and standards, including risk mitigation through adherence to the control framework. Identify and escalate issues promptly that may impact service. Maintain control of the environment in respect of JPMorgan & Chase Co. policies and local regulatory rules. Provide operational support for audit, compliance, regulator, and stakeholder queries, including documentation and analysis. Work closely with managers to provide feedback for process improvement. Provide administration support, tracking, and reporting as required. Perform due diligence processes and control-related activities, ensuring client deliverables are met with timeliness and accuracy. Regularly review procedures to ensure new processes are documented, prepare MIS/Scorecard as required, and monitor MIS data to resolve issues expediently, maintaining a client-focused and result-oriented approach. Required qualifications, capabilities and skills Hold a University/Bachelor s degree. Have 2+ years experience with client documentation management or strong financial systems integration experience with client systems. Be detail-oriented and methodical, with strong analytical skills. Exhibit good time management and organizational skills. Demonstrate strong teamwork and partnership abilities. Possess strong and effective communication (verbal and written) and presentation skills. Show self-motivation, initiation, and a strong customer focus. Have superior analytical skills with proven experience in diagnosing problems. Be able to work independently and willing to work night shifts. Possess strong computer skills (MS Excel, Word, PPT, Outlook, etc.). Understand the financial services industry, products, and processes, with attention to detail and the ability to perform tasks with a high degree of accuracy.