Reference Data Specialist - Documentation Management

JP Morgan Services India Pvt Ltd; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

JPMorganChase is seeking an Operations Specialist in Documentation Management to review derivatives agreements and extract key parameters for accurate capture in internal systems. You will collaborate with legal, credit, business, operations, and technology to resolve documentation issues while maintaining quality and productivity.

You will contribute to regulatory-driven changes, support client transfers between entities, and help align documentation workflows with regional teams, adapting to

Qualifications

• 1+ years’ experience reviewing derivatives master agreements and related docs.
• Working knowledge of ISDA agreements and Credit Support Annexes.
• Proficient with Microsoft Office for review and tracking.
• Excellent written and verbal communication with stakeholders.
• Ability to manage multiple items with deadlines.
• Completed undergraduate degree.

Responsibilities

• Review legal agreements such as ISDA, CSAs, financing, prime brokerage, and related docs.
• Extract key legal and financial parameters for internal systems.
• Index extracted data into internal systems with defined controls.
• Identify exceptions and gaps that impact downstream processing.
• Coordinate with legal, credit, and business to resolve issues within time frames.
• Collaborate with operations and technology to improve documentation workflows.
• Support regulatory projects affecting markets documentation and client setup.
• Engage with regional legal operations to align expectations.
• Maintain productivity and quality with attention to detail.
• Adapt to scheduling needs to cover business coverage.

Skills

Derivatives docs review

Derivatives knowledge

MS Office

Clear communication

Time management

Team collaboration

Education

Undergraduate degree

Law or commerce background

Tools

AI tools familiarity

Job description

Reference Data Specialist Shape how complex derivatives documentation turns into actionable data—grow your operations career in Documentation Management while partnering across legal, credit, business, and technology in a diverse, inclusive and opportunity-focused environment.

As an Operations Specialist in Documentation Management, you review derivatives and financing legal agreements and extract key legal and financial parameters for accurate capture in internal systems. You partner with legal, credit, business, operations, and technology to resolve documentation issues and support an efficient operating framework. You contribute to regulatory-driven change initiatives, including client transfers between legal entities, while maintaining strong quality and productivity standards.

Job Responsibilities:

• Review legal agreements such as International Swaps and Derivatives Association agreements, Credit Support Annexes, financing agreements, prime brokerage agreements, and trade-related documentation.
• Extract key legal and financial parameters from documentation with careful interpretation of terms and obligations.
• Index extracted parameters into internal systems using defined controls and data-quality expectations.
• Identify exceptions, disputes, and documentation gaps that could impact downstream processing or regulatory outcomes.
• Coordinate with internal partners (including legal and credit) to drive timely resolution of disputed points within required time frames.
• Collaborate with business, operations, and technology stakeholders to improve documentation workflows and operating practices.
• Support regulatory projects affecting markets documentation and client setup, including client transfers between legal entities.
• Engage with regional legal operations teams to align on documentation handling and stakeholder expectations.
• Maintain productivity and quality standards through consistent execution and attention to detail.
• Adapt to business coverage needs through flexibility in work scheduling requirements.

Required qualifications, skills, and capabilities:

• Demonstrate 1+ years of experience reviewing derivatives master agreements and other trade-related documentation within an investment banking or law firm environment.
• Apply working knowledge of derivative legal documents, including International Swaps and Derivatives Association agreements and Credit Support Annexes.
• Use Microsoft Office tools to support documentation review, parameter capture, and tracking.
• Communicate clearly in written and verbal formats with internal stakeholders.
• Prioritize tasks effectively while managing multiple items in parallel.
• Execute accurately with strong attention to detail and a deadline-focused approach.
• Partner effectively across functions to resolve issues and align on outcomes.
• Organize work using structured tracking and strong time management practices.
• Work well in a team environment while also operating independently when required.
• Hold a completed undergraduate degree.

Preferred qualifications, skills, and capabilities:

• Bring academic background in law or commerce.
• Show familiarity with regulatory-driven documentation initiatives in markets operations.
• 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