Reference Data Operations Associate

JPMorgan Chase & Co.; Metro Manila; On-site; PHP 540,000 - 720,000; Full time

Job summary

JPMorgan Chase & Co. in Metro Manila seeks a Reference Data Associate within Client Account Services to manage account and reference data for onboarding and ongoing maintenance, ensuring client readiness across onboarding and maintenance.

You will help strengthen the operating model through process discipline, stakeholder communication, and targeted automation. You will also support governance and controls expectations while improving client and operational experience.

Qualifications

• Experience in client onboarding, account setup, reference data, and/or investment operations within a financial services environment
• Experience structuring work, managing deliverables, and coordinating across multiple stakeholders in a matrix organization
• Strong written and verbal communication skills, including the ability to explain process and data topics clearly to diverse audiences
• Demonstrated ability to prioritize competing deliverables, manage changing workflows, and escalate risks appropriately
• Proven analytical and problem-solving skills, including breaking down complex operational issues into actionable steps
• Strong attention to detail and a continuous improvement mindset
• Proficiency in Microsoft Office, including creating clear materials and presentations for senior stakeholders

Responsibilities

• Manage end-to-end reference data setup and maintenance for funds, investment managers, custodians, and brokers aligned to onboarding and change deliveries
• Process daily client and internal requests such as account openings, account closures, and account change requests
• Validate data quality and completeness to support accurate and timely account and market setup
• Partner with solution design, operations, technology, and product partners to clarify requirements and deliver outcomes
• Identify and deliver automation opportunities with measurable outcomes
• Produce process documentation, training materials, and communications to support consistent adoption of changes
• Coordinate testing support, including defining business requirements and validating outcomes after release
• Maintain disciplined delivery governance, including tracking risks, actions, issues, and dependencies
• Prepare and deliver reporting updates to internal and external stakeholders
• Drive continuous improvement by reviewing root causes and supporting target operating model changes
• Partner with controls and governance teams to support adherence to governance and operational risk standards

Skills

Client onboarding

Reference data

Investment operations

Communication

Problem solving

Microsoft Office

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in Metro Manila seeks a Reference Data Associate within Client Account Services to manage account and reference data for onboarding and ongoing maintenance, ensuring client readiness across onboarding and maintenance.

You will help strengthen the operating model through process discipline, stakeholder communication, and targeted automation. You will also support governance and controls expectations while improving client and operational experience.