Reference Data Specialist - Client Data Management

JP Morgan Services India Pvt Ltd; Bengaluru; On-site; INR 700,000 - 1,100,000; Full time

Job summary

JPMorganChase in Bengaluru is seeking a Reference Data Specialist to join Client Data Management Intra-bank Transfers. The role focuses on accurate processing, data validation, and timely responses to stakeholder queries while upholding established controls and procedures.

Qualified candidates will hold a bachelor’s degree with 3+ years of relevant experience, strong data analysis skills, and proficiency with Excel, Word, and PowerPoint.

Qualifications

• Hold a bachelor’s degree.
• 3+ years of overall work experience or 2+ years in a similar role.
• Demonstrate strong attention to detail and the ability to follow documented instructions.
• Analyze information from multiple sources and determine relevancy.
• Exhibit strong comprehension and observation skills.
• Apply logical and analytical thinking to identify errors and trends in data.
• Work confidently with numbers while meeting deadlines and SLAs.
• Demonstrate sound judgment and structured decision-making in day-to-day execution.
• Maintain a proactive, solutions-oriented mindset and work independently within a team.

Responsibilities

• Execute intra-bank transfer requests with accuracy and timeliness.
• Interpret job aids and process documentation to complete tasks as intended.
• Request clarifications when requirements are unclear to prevent rework and defects.
• Perform quality checks on completed work prior to submission.
• Validate data and supporting information from multiple sources to confirm relevancy.
• Resolve stakeholder queries while meeting SLA deadlines.
• Communicate status, issues, and outcomes clearly to relevant partners.
• Maintain standard operational processes and controls across daily activities.
• Identify process gaps and recommend fixes to reduce errors and delays.
• Adapt to changing requirements and support coverage needs when required.

Skills

Attention to detail

Problem solving

Analytical thinking

Data analysis

Follow instructions

Comprehension

Observation

Judgment

Independent work

Adaptability

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Reference Data Specialist Make your mark in a fast-paced operations team where your attention to detail, problem-solving, and curiosity with data can drive strong outcomes and career growth.

As a Reference Data Specialist in Client Data Management Intra-bank Transfers, you ensure accurate and timely processing of intra-bank transfer requests, including cost center and coverage changes. You apply documented procedures, perform thorough quality checks, and partner with stakeholders to resolve queries under tight deadlines. You maintain consistent operational standards while adapting to evolving requirements.

Job Responsibilities

• Execute intra-bank transfer requests with a focus on accuracy and timeliness
• Interpret job aids and process documentation to complete tasks as intended
• Request clarifications when requirements are unclear to prevent rework and defects
• Perform quality checks on completed work prior to submission to stakeholders
• Validate data and supporting information from multiple sources to confirm relevancy
• Resolve stakeholder queries while meeting service level agreement deadlines
• Communicate status, issues, and outcomes clearly to relevant partners
• Maintain standard operational processes and controls across daily activities
• Identify process gaps and recommend practical fixes to reduce errors and delays
• Adapt to changing requirements and support coverage needs when required

Required qualifications, skills, and capabilities

• Hold a bachelor’s degree
• Bring 3+ years of overall work experience or 2+ years of experience in a similar role
• Demonstrate strong attention to detail and the ability to follow documented instructions
• Analyze information from multiple sources and determine relevancy
• Exhibit strong comprehension and observation skills
• Apply logical and analytical thinking to identify errors and trends in data
• Work confidently with numbers while meeting deadlines and service level agreements
• Demonstrate sound judgment and structured decision-making in day-to-day execution
• Maintain a proactive, solutions-oriented mindset focused on opportunity
• Operate independently while contributing effectively in a team environment
• Adapt to change and remain flexible in a dynamic operations setting

Preferred qualifications, skills, and capabilities

• Demonstrate proficiency with Microsoft Excel, Word, and PowerPoint
• Support data and information-related projects through active participation and learning
• Apply creative problem solving approaches to recurring operational issues
• Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.

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