Reference Data Associate - Legal Documentation and Operations Lead

JP Morgan Services India Pvt Ltd; Bengaluru; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

JP Morgan Services India Pvt Ltd in Bengaluru is seeking a Reference Data Associate to review legal documentation, extract parameters, and ensure accurate system capture. You will drive process improvements and support global teams with governance and reporting.

The role emphasizes leadership of a mid/upper-level team, compliance with regulatory controls, and collaboration with operations and technology to redesign processes and strengthen controls.

Qualifications

• MBA in finance with 8+ years of operations experience.
• Knowledge of investment banking processes and systems.
• Ability to lead a diverse team and drive strategic goals.
• Experience with global bank processes and external reporting.
• Strong problem solving with attention to detail and deep-dives.

Responsibilities

• Review legal documentation and extract key parameters for system capture.
• Identify issues and coordinate with internal teams to resolve points on time.
• Embed process controls to ensure accuracy and regulatory compliance.
• Provide updates to senior management on BAU activities and projects.
• Produce reports/scorecards and support planning and contingency.
• Monitor workflow and assist leaders to distribute work fairly.
• Manage SLAs and report performance to stakeholders.

Skills

Operations experience

Leadership

Regulatory/compliance awareness

Process improvement

Data analysis

Education

MBA in Finance

Tools

Microsoft Office Suite

Job description

Reference Data Associate

Make your mark in digital document services, grow your career while applying legal documentation review, analytics, and people leadership to deliver measurable impact.

As a Reference Data Associate in Digital Document Services, you will be responsible for reviewing legal documentation and capturing key economic and non-economic parameters from agreements into firm systems at JPMorganChase. You will manage business metrics, drive strategic projects, and build a culture of continuous improvement across back office, middle office, and global teams. You will partner with operations and technology teams to redesign processes and strengthen controls.

Job Responsibilities

• Review legal documentation and extract key economic and non-economic parameters for accurate system capture.
• Identify issues proactively and coordinate with internal functions (client service professionals, legal, and related teams) to resolve disputed points within agreed timeframes.
• Embed process controls to ensure accuracy and regulatory compliance.
• Resolve day-to-day issues in a time-bound manner and provide regular updates to senior management on business as usual activities and projects.
• Produce reports and scorecards, present them in operational forums, and support capacity and contingency planning.
• Monitor workflow and support team leaders to distribute work equitably.
• Manage internal service level agreements and communicate performance to stakeholders through effective reporting.
• Work a flexible schedule to accommodate business needs.

Required qualifications, skills, and capabilities

• Hold an MBA in finance with 8+ years of operations experience.
• Use Microsoft Office applications including Outlook, PowerPoint, Excel, Word, Access, and Project.
• Apply knowledge of a global bank’s processes and operating environment, including management and external reporting.
• Demonstrate business knowledge of investment banking processes and systems.
• Lead a team of high achievers with diverse experience and skill sets using a strategic approach.
• Practice inclusive leadership by identifying talent, recruiting, coaching, mentoring, and developing team members to support strategic goals.
• Execute projects and initiatives alongside daily delivery, with strong attention to detail and appropriate deep-dive problem solving.

Preferred qualifications, skills, and capabilities

• Earn a graduate or post-graduate degree with 8+ years of operations experience.
• Thrive in a dynamic environment while managing teams effectively.

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.

Experience Level Mid Level