The role involves optimizing reference data processes in Asset and Wealth Management, conducting reviews of data activities, assessing risks, and promoting process improvements through collaboration with stakeholders.
Job Description
Optimize global reference data processes and drive operational excellence by enhancing data quality, mitigating risks, and delivering innovative solutions in Asset and Wealth Management by collaborating across teams, strengthen data integrity, streamline workflows, and support strategic growth through continuous process improvement in reference data operations.
Job Summary
As an Associate within the Asset and Wealth Management Reference Data Operations team, you conduct in-depth reviews of reference data activities across instruments, pricing, issuer, index, and market data. You evaluate end-to-end data flows, identify operational and business risks, and promote mitigation actions to enhance data quality and efficiency. In this role, you collaborate with global stakeholders to deliver process improvements and support a culture of continuous innovation.
Job Responsibilities
Required qualifications, skills and capabilities
Preferred qualifications, skills and capabilities
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Optimize global reference data processes and drive operational excellence by enhancing data quality, mitigating risks, and delivering innovative solutions in Asset and Wealth Management by collaborating across teams, strengthen data integrity, streamline workflows, and support strategic growth through continuous process improvement in reference data operations.
Job Summary
As an Associate within the Asset and Wealth Management Reference Data Operations team, you conduct in-depth reviews of reference data activities across instruments, pricing, issuer, index, and market data. You evaluate end-to-end data flows, identify operational and business risks, and promote mitigation actions to enhance data quality and efficiency. In this role, you collaborate with global stakeholders to deliver process improvements and support a culture of continuous innovation.
Job Responsibilities
- Perform detailed reviews of reference data activities including instrument setup, issuer maintenance, pricing validations, and market & index data
- Assess control points, exception handling, and data lineage to identify gaps and improvement opportunities
- Map data dependencies and consumption across AWM downstream platforms and partner with Technology and Product teams to trace data lineage
- Proactively identify risks, conduct root cause analysis, and design preventive control measures
- Recommend process optimization and automation opportunities to improve data quality and reduce manual intervention
- Engage with global stakeholders to present findings, recommendations, and improvement plans through dashboards and executive summaries
- Maintain comprehensive documentation of process data flows, risk assessments, and mitigation actions, and prepare regular reports for management review
Required qualifications, skills and capabilities
- Bachelor's or Master's degree in Finance, Data Analytics, or related field
- 8+ years of experience in Reference Data Operations, Data Quality, or Risk & Controls functions within Investment Banking or Asset & Wealth Management
- Strong understanding of financial instruments and related data attributes
- Proficiency in data lineage tracing, control design assessment, and root cause analysis
Preferred qualifications, skills and capabilities
- Experience with analytical and automation tools such as Alteryx, Power BI, SQL, or Python
- Excellent analytical, communication, stakeholder, and project management skills
- Ability to lead process optimization and control initiatives in a dynamic environment
- Strong collaboration, influencing, and adaptability skills
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Top Skills
Alteryx
Power BI
Python
SQL
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