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Associate, Product Reference Data, Reference Data Strategy

Req #: 180018498
Location: Jersey City, NJ, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at



One of the top priorities across the Chief Administrative Office (CAO) at JPMorgan Chase is to help the firm move toward a more integrated data management strategy.  The mandate of the CAO Reference Data Operations team is to manage reference data across the enterprise, establish firm-wide reference data governance processes and quality standards, manage all reference data operations teams, and partner with the lines of business to drive alignment to firm-wide reference data standards.  Our businesses and corporate groups rely on reference data to facilitate and execute transactions, support our clients, identify potential risks, and meet regulatory requirements.
The Financial & Product Reference Data Operations team manages reference data operations for financial reference data (the Data Domains for chart of accounts, legal entities/internal parties, business unit, etc.) and reference data for the Products and Services Data Domain.  With respect to the latter Domain, the team will initially define a strategy and target-state operating model for how product reference data will be structured, maintained, distributed and consumed.  This will include a heavy emphasis on the Finance and Risk organizations, and also the lines of business.  Developing an integrated reference data management strategy for product and services across Finance and Risk functions, regions and lines of business will be challenging and complex, requiring building a good understanding of data architecture/flows and use cases for reference data use in all the Finance and Risk analysis and reporting disciplines.
The team’s work on in the Product and Services reference data Domain will include:
  • Identifying existing product and services reference data, including where sourced, stored and consumed, implicitly and explicitly.
  • Understanding how data flows from the transaction processing/product systems, is mapped into Finance and Risk repositories, and its ultimate use in the key finance and risk disciplines.
  • Determining key users, and understanding use cases for product and services reference data in Finance and Risk, including a focus on analysis and reporting issues that would be solved through improved reference data and associated processes.
  • Defining a strategy for how product and services reference data will be structured, maintained, distributed and consumed, and associated with data flowing from the transaction processing/product systems, to present standardized data set(s).
  • Designing the target-state operating model to maintain and distribute the reference data.
  • Determining how to drive adoption technologically with data providers and for data consumers, including guiding development of formal business requirements, where necessary.
  • Designing and executing an ongoing data quality program for product and services reference data.
  • Executing on the target-state operating model and adoption process.
    We are seeking high-performing candidates to help build out and play a foundational role within the team, led by the Head of Financial and Product Reference Data Operations.  As this role requires extensive interaction with finance, risk, lines of business and data governance/operations organizations, relationship management and excellent senior management-level communication skills are critical.  In particular, successful candidates will possess at least two of four key attributes:


  • Prior exposure to some of the key finance and risk disciplines, including financial reporting, risk reporting, credit risk, market risk, model risk, liquidity risk, interest rate risk, etc.
  • Some knowledge of data sources and repositories related to these key finance and risk disciplines.
  • A deeply analytical mindset and strong intellect, plus an emerging ability to communicate clearly complex topics in PowerPoint and spoken form.
  • Ability to participate in driving technological and operating model change.
    The ideal candidate will also have strong client management and senior management-level communication skills, experience structuring and scoping complex problems, and the ability to apply a range of analytical tools to develop solutions to those problems.  Very strong critical and creative thinking skills and a willingness to work with ambiguity must be demonstrated.  Previous experience driving strategic and tactical process improvement initiatives in data/technology-heavy functions/programs is highly desirable.


  • Execute one to two strategic and operational initiatives simultaneously.
  • Structure and execute initiatives by developing work plans, gathering and synthesizing relevant data, leading analyses and developing final recommendations.
  • Conduct interviews with key contacts in Finance, Risk and IT/Data across the organization to rapidly gain working knowledge of key finance and risk disciplines.
  • Perform analysis to test hypotheses and develop opportunities (including data gathering, modeling and synthesis of results).
  • Develop and refine recommended solutions to address issues and capture opportunities, including business architecture, and providing strong vision/direction to IT architecture, including guiding development of formal business requirements, where necessary.
  • In addition to transformational solutions, develop sustainable programs around data quality.
  • Present findings/analysis and recommendations to senior management.
  • Achieve measurable targets as established in program charters, and ensure program success.
  • Collaborate with cross-functional stakeholders in driving strategic initiatives.
  • Achieve measurable targets as established in an initiative’s charter, and ensure project success, e.g., for data quality.
  • Actively contribute to the knowledge and skill base of the team.
The ideal candidate will have an undergraduate degree with a relevant subject major, from a good school, plus 3–5 years financial services experience, some of which has been either at a management consulting firm or in an internal transformational role, with data, technology and operations experience blended with knowledge of key finance and risk disciplines.  Exposure to or involvement with data management and/or data quality programs is preferred, but not required.
In addition:
  • Experience in the financial services industry and/or financial industry knowledge is essential, and knowledge of key finance and risk disciplines is highly desirable.
  • Problem solving skills: Strong ability to rapidly learn the intricacies of an unfamiliar process, structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights, and develop actionable recommendations
  • Analytical skills: Highly analytical, with experience in defining analytical approaches for projects and collecting, analyzing, and synthesizing data from multiple sources to develop actionable solutions.
  • Comfort with Data and Technology: Prior experience functioning in roles and functions that are highly data-driven and that required understanding of data models and flows, and technology architecture as related to business requirements, including comfort interacting with internal technology teams.
  • Project management skills: Ability to manage own workstreams, create workable workstream plans and execute on such plans. Must be able to meet commitments and balance competing priorities.
  • Client management skills: Demonstrated ability to closely partner with line managers and other stakeholders in Reference Data Operations, finance, risk, lines of business and technology.
  • Communications skills: Strong written and oral executive-level communications skills, including the ability to quickly convey complex topics in easily understood formats.
  • Teamwork skills: Flexible work style, be able to work with stakeholders and colleagues at all levels.
  • Superior knowledge and comfort with Excel and PowerPoint/PitchPro.
  • Minimal to no travel required.
    Note that this is not a program/project management role, nor is it data management governance/policy/ standards-related.  It is about driving practical solutions for a use-case-based agenda via data and technology architecture and deployments.
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