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Party Reference Data – Operations (PRD-Ops) is a JPMorgan & Chase function that supports every line of business. “Parties” are the entities the bank does business with and around—clients, issuers, obligors, guarantors, counterparties, exchanges, and more. Managing this data end-to-end (from onboarding through disposition) matters because party reference data is embedded in virtually every transaction: it links parties to contracts, accounts, and transactions.
As a Party Reference Data Associate, you will ensure client/party reference data is accurate, consistent, and traceable across the Global Bank within the CIB in a highly regulated environment. You will manage party data end-to-end (onboarding through disposition) for entities such as clients, issuers, obligors, guarantors, counterparties, and exchanges—data that underpins most transactions by linking parties to contracts, accounts, and activity.
You will resolve BAU data requests and inquiries across core platforms (Aurora, Party Central, Salesforce, SharePoint) within strict SLAs, serving as the front-line SME for process, system functionality, and data content. You will partner with Reference Data Technology (RDT), Operations, Product Owners, and Change/Release teams to triage issues, investigate root causes, and implement sustainable fixes. You will also maintain knowledge content, track and report KPIs and trends to senior management, and identify opportunities to improve controls, data quality, and automation.
Job Responsibilities:
- Act as SME for Commercial Bank/Global Bank business process, system functionality, and data content across Aurora, Party Central, Salesforce, and SharePoint; process BAU party/client data requests.
- Execute requests with high accuracy and within defined SLAs; manage competing priorities in a fast-paced environment.
- Partner with Technology, Operations, Product Owners, and Change Management to resolve defects, edge cases, and recurring issues; drive root-cause remediation.
- Maintain a strong control environment across workstreams and programs; ensure work is executed in line with governance and operational risk expectations.
- Own CDM-related inquiries supporting the helpdesk/service desk initiative (intake, triage, updates, closure).
- Publish recurring performance reporting (metrics/KPIs/trends) to senior stakeholders; surface patterns and recommend process improvements.
- Identify and implement automation and process optimization opportunities within BAU/service desk workflows.
- Maintain and enhance knowledge bases, FAQs, and self-service resources to reduce repetitive inquiries and improve user enablement.
- Support broader governance and analytics initiatives within the Reference Data space.
Required qualifications, capabilities and skills:
- Bachelor’s degree with 3–5 years of relevant financial services experience; reference data exposure preferred.
- Strong analytical/problem-solving skills and attention to detail; able to work independently and make sound decisions.
- Effective communicator (written/verbal) with confidence presenting updates and trends to stakeholders/senior management.
- Strong interpersonal and relationship-building skills; collaborative, team-oriented, adaptable to change.
- Preferred tools/skills: JIRA, MS Excel, MS SharePoint, Business Objects, SQL
Please note this role is not eligible for employer immigration sponsorship.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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