Reference Data Analyst
JPMorganChase
J.P. Morgan Commercial Investment Bank is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.
As a Reference Data Analyst within Party Reference Data, you serve as the primary user contact and ensure high‑quality party data and platform stability. You partner across technology and operations to resolve issues and execute structured testing for releases. You streamline processes with metrics and automation to improve client experience and operational efficiency.
Job Responsibilities
- Facilitate daily production issue calls with Reference Data Technology and deliver timely resolutions.
- Collaborate with Party Reference Data Operations, Product Owners, Change Management, and to triage, root‑cause, resolve, and appropriately escalate high‑risk defects to protect release timelines.
- Define test objectives per user story; configure test plans and steps in the test management tool; execute positive, negative, and regression testing across environments for product enhancements, production fixes, operational releases, data integrity, platform conversions, and regulatory reporting.
- Capture execution evidence, raise and track defects through closure, and publish daily end‑of‑day status and KPI trend reports to senior management and stakeholders.
- Conduct demos/showcases and triage meetings; coach end users on test requirements; secure timely UAT sign‑offs and prevent out‑of‑scope defects.
- Support Agile ceremonies, implementation planning per release, and production checkout; maintain and update knowledge bases, FAQs, and self‑service resources.
- Identify process automation opportunities and test AI/ML features for data quality, anomaly detection, and workflow efficiency; deliver monthly knowledge‑sharing on changes impacting the operating model.
Required qualifications, skills, and capabilities
- Bachelor’s degree with 5+ years’ experience in a financial services organization; strong analytical skills, attention to detail, and ability to work independently in fast‑paced, deadline‑driven environments.
- Manual functional testing expertise spanning end‑to‑end planning, execution, evidence capture, and defect lifecycle management across multiple environments and releases.
- Proficiency with JIRA, MS Excel, and MS SharePoint; strong communication and presentation skills; relationship building, decision‑making, and problem‑solving.
- Understanding of Agile frameworks and project lifecycle standards; team‑oriented and adaptable with a commitment to high‑quality outcomes.
Preferred qualifications, skills, and capabilities
- Experience with Business Objects and SQL for reporting and analysis.
- Experience automating tests using Selenium WebDriver with Java.
- Knowledge of reference data and the party data lifecycle across contracts, accounts, and transactions.
- Experience supporting demos/showcases, UAT sign‑offs, and release/production checkout across complex platforms.
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.
Build your career in reference data while working in the world’s most innovative bank which values creativity and excellence.