Team Lead - Reference Data and Documentation Management

JP Morgan Services India Pvt Ltd; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

JP Morgan Services India Pvt Ltd is seeking a Reference Data Analyst in Bengaluru to extract and index key legal and financial parameters from ISDA/CSA agreements for accurate system inputs. You will coordinate with Credit, Legal, Operations, and Technology to ensure quality, timelines, and regulatory alignment.

The role emphasizes processing complex master agreements, maintaining controls, and supporting initiatives like Pushout, with opportunity to collaborate across Markets Trading Operations

Qualifications

• 3+ years of experience with derivatives master agreements and trade-related documentation.
• Strong understanding of ISDA and CSA derivative documents.
• Proficiency in MS Office with strong verbal and written communication skills.
• Excellent organizational skills with multitasking, prioritization, independence and teamwork.

Responsibilities

• Lead review of legal agreements (ISDA, CSA, F&O, OTC, Financing, Prime Brokerage) and extract key legal/financial parameters.
• Index extracted parameters accurately in JPMorganChase systems with high quality and control.
• Resolve disputes and documentation issues by coordinating with Credit and Legal teams within defined timeframes.
• Collaborate with regional Legal Operations on ISDA master agreement negotiation and transactions.
• Support regulatory projects like Pushout and enable client transfers through controlled documentation execution.
• Improve operating frameworks by coordinating with Legal, Business, Operations, and Technology teams.

Skills

Derivatives experience

ISDA / CSA knowledge

MS Office proficiency

Organizational skills

Education

Law or Commerce degree

Postgraduate MBA or LLB

Tools

MS Office

Job description

Reference Data Analyst Support Markets Trading by converting complex derivatives agreements into accurate, system-ready parameters that strengthen controls and execution. Partner across Legal, Credit, Business, Operations, and Technology to deliver quality outcomes and support regulatory initiatives like Pushout. As a Reference Data Analyst within Documentation Management (Document Management Operations – Markets Trading Group), you lead review of legal agreements and extract legal and financial parameters for accurate indexing in JPMorganChase systems. You manage issue identification and resolution by coordinating with internal functions such as Credit and Legal and working closely with regional Legal Operations on ISDA master agreement negotiation and transactions. You deliver high productivity and quality, support regulatory projects such as Pushout, and contribute to building an efficient operating framework with business, operations, and technology partners.

Job Responsibilities

Lead review of legal agreements (ISDA, CSA, F&O, OTC, Financing, Prime Brokerage) and oversee extraction of key legal and financial parameters. Index extracted parameters accurately in JPMorganChase systems, maintaining high quality, completeness, and control discipline. Resolve disputed points and documentation issues by coordinating with internal partners (e.g., Credit, Legal) within defined timeframes. Partner with regional Legal Operations teams responsible for ISDA master agreement negotiation and transactions to align inputs and outputs. Support Markets regulatory projects such as Pushout, enabling client transfers between legal entities through controlled documentation execution. Improve operating frameworks by collaborating with Legal, Business, Operations, and Technology to drive process efficiencies and sustainable controls. Deliver productivity and quality outcomes by prioritizing effectively, meeting deadlines, and ensuring flexible shift coverage as required.

Required qualifications, skills and capabilities

3+ years experience in derivatives master agreements and trade-related documentation within an investment bank or law firm. Strong understanding of derivatives legal documents including ISDA and CSA. Proficiency in MS Office with strong verbal and written communication skills. Strong organizational skills with ability to multitask, prioritize, execute independently and in a team, and work to deadlines.

Preferred qualifications, skills and capabilities

Degree in Law or Commerce. Postgraduate qualification such as MBA or LLB. Experience partnering with cross-functional stakeholders (Legal Ops, Credit, Business, Technology) to resolve documentation breaks. Flexibility to work shifts and manage time-sensitive deliverables.