Reference Data Analyst - Team Lead

Build your career in document processing while working in the world’s most innovative bank which values creativity and excellence

As a Document Processing Supervisor within our Client Documentation Team, you will be responsible for overseeing the processing of client documents. Your role will also involve participating in various operational improvement projects related to documentation and integrating new tools to enhance our overall processes. We are seeking someone with a passion for promoting change, a desire to enhance the client experience, and a commitment to delivering exceptional service.

Job Responsibilities

• Execute tasks assigned in a timely manner with little or no supervision.
• Ensure all aspects of transaction management for clients are completed on time, resolving exceptions and client inquiries.
• Establish yourself as a Subject Matter Expert and participate in the Checker organization.
• Spot errors quickly and provide oral and written feedback to the maker.
• Perform root cause analysis on errors and develop themes to improve accuracy.
• Maintain a control mindset and remain alert to issues and risks impacting processes or the organization.
• Ideate on process improvement and automation.
• Manage daily regulatory reporting tasks, remediation activities, and process improvement.
• Interpret metadata from documentation and engage Legal as necessary.
• Partner with internal business partners, such as Legal, Product, Sales, Relationship Managers, and Client Service.

Required qualifications, capabilities and skills

• You must possess at least 4+ years of experience in Investment Banking or Client Documentation domain.
• Hold a bachelor's degree or higher.
• Demonstrate knowledge of banking products and corresponding documentation, including legal terms and principles.
• Analyze information from multiple sources, determine relevancy, and route to appropriate business partners.
• Identify issues independently, analyze problems, and provide viable solutions.
• Exhibit excellent verbal, written, interpersonal, and organizational skills.
• Work under pressure, prioritize workflow, handle deadlines, and manage multiple tasks.
• Operate independently and within a team environment.
• Think strategically, remain results-oriented, and stay self-motivated.
• Show interest in learning new skills in a dynamic, constantly changing environment.
• Utilize Microsoft Office products, including Excel, PowerPoint, and Word, proficiently.

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.