Reference Data Specialist
Aumni
IT
Bengaluru, Karnataka, India
Join Markets Trading Document Management Operations to transform complex agreements into accurate, system-ready reference parameters.
Support regulatory initiatives like Pushout while delivering strong productivity, quality, and control outcomes.
As an Operations Analyst within Documentation Management (Document Management Operations – Markets Trading Group), you review legal agreements and extract legal and financial parameters for accurate indexing within JPMorganChase systems. You identify documentation issues and coordinate with internal partners such as Credit and Legal to resolve disputed points within defined timeframes. You contribute to an efficient operating framework by partnering with Legal Operations, Business, Operations, and Technology while meeting productivity and quality measures.
Job Responsibilities
- Review legal agreements (ISDA, CSA, Financing, F&O, OTC, Prime Brokerage) and extract key legal and financial parameters.
- Index extracted parameters into firm systems with strong accuracy, completeness, and auditability.
- Support Markets regulatory projects such as Pushout involving client transfers between legal entities.
- Identify documentation issues and disputed points and coordinate prompt resolution with internal functions (e.g., Credit, Legal).
- Collaborate with Legal, Business, Operations, and Technology partners to improve and sustain an efficient operating framework.
- Partner with regional Legal Operations teams responsible for ISDA master agreement negotiation and transactions to align inputs and outcomes.
- Deliver work to productivity and quality standards by prioritizing effectively, multitasking, and meeting tight deadlines.
Required qualifications, skills and capabilities
- 1+ 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 as part of a team, and work to deadlines
Preferred qualifications, skills and capabilities
- Graduate degree in Law or Commerce
- Postgraduate qualification such as MBA or LLB
- Experience partnering with Legal Operations and cross-functional stakeholders in documentation processing workflows
- Flexibility to work shifts and support time-sensitive deliverables
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.
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.
Review ISDA/CSA and other agreements to extract and index key parameters, supporting Markets Trading controls and regulatory projects.