JPMorganChase Logo

JPMorganChase

Reference Data Specialist

Posted 7 Hours Ago
Be an Early Applicant
Hybrid
Mumbai, Maharashtra
Entry level
Hybrid
Mumbai, Maharashtra
Entry level
As a Reference Data Specialist, you will manage client onboarding, maintain accurate records, resolve queries, and support operations in a banking environment.
The summary above was generated by AI
Job Description
J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.
As a Reference Data Specialist in J.P. Morgan Wealth Management, you execute assigned operational tasks within the group, supporting client onboarding and maintenance. You ensure timely and accurate updates of client information in global systems and applications. You contribute to team goals by managing workflows, resolving queries, and supporting business-as-usual projects.
Job Responsibilities
  • Execute assigned tasks such as setting up client records, maintaining work logs, and investigating exceptions
  • Add and update client information accurately in functional applications and global systems
  • Manage workflow and handle requests from internal teams and departments
  • Ensure work is processed within established timeframes and meets required controls and targets
  • Interact with lines of business and internal clients via telephone and email
  • Respond promptly to mailbox queries and resolve client issues on priority
  • Work on business-as-usual projects and process back-up tasks, identifying improvements in work practices

Required qualifications, skills, and capabilities
  • Strong English written and verbal communication skills
  • Graduate with up to one year of experience in a bank operations environment
  • Demonstrated analytical skills, attention to detail, and organizational abilities
  • Proficiency in MS Office suite, especially MS Excel

Preferred qualifications, skills, and capabilities
  • Knowledge of cash and trade products
  • High level of client centricity and solution orientation
  • Strong interpersonal skills, assertiveness, and adaptability to a fast-paced and changing environment
  • Ability to adapt to a fast-paced and changing environment
  • Willingness to work in WHEM Shift (7:30 PM to 4:30 AM)

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.

Top Skills

Excel
Ms Office Suite

Similar Jobs at JPMorganChase

7 Hours Ago
Hybrid
Mumbai, Maharashtra, IND
Mid level
Mid level
Financial Services
The Associate Investment Specialist role involves supporting portfolio management, preparing presentations and reports, and collaborating with the sales team to ensure client satisfaction.
Top Skills: MS OfficePython
7 Hours Ago
Hybrid
Mumbai, Maharashtra, IND
Mid level
Mid level
Financial Services
The Software Engineer III role involves developing AI/ML solutions, maintaining production code, and enhancing system architecture while supporting the business objectives through agile methodologies.
Top Skills: Ai/MlCloudDatabase Querying LanguagesModern Programming Languages
7 Hours Ago
Hybrid
Mumbai, Maharashtra, IND
Senior level
Senior level
Financial Services
The Vice President will build and operationalize a change management function, ensuring consistent adoption of new processes within the PXT organization. Responsibilities include defining frameworks, collaborating with partner functions, and driving commitment towards successful change while managing end-to-end processes.

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account