Reference Data Analyst

2 weeks ago

Manila, National Capital Region, Philippines Chase- Candidate Experience page Full time $40,000 - $80,000 per year

Elevate your career with JPMorgan Chase, a top financial firm, valuing innovation, creativity, and excellence.

As a Reference Data Analyst within Client Onboarding and Service group, you will work with external clients and internal partners on various areas of the bank for client resolution and case monitoring. In this position you will be responding to signer maintenance documentation inquiries. 

Job responsibilities:

  • Manage account maintenance, documentation workflow from creation, collection, and execution o Perform required research and assess documentation requirements on internal systems as applicable o Triage in handling bulk cases (20 entities/accounts) and rush or critical cases. 
  • Analyze client requests, determine the appropriate resolution, provide timely follow-up and be accountable for client satisfaction through ownership of the request from initiation to resolution 
  • Interface with clients in US and internal service partners in the US to fulfill documentation inquiries 
  • Demonstrate creative problem solving and solid judgment/decision making 
  • Manage expectations and understanding by establishing clear timelines and managing documentation requirements 
  • Prioritize daily work to maximize productivity and exceed customer expectations 
  • Project a confident and processional presence during interactions with clients and service partners 
  • Ensure documentation conforms to the Bank's legal guidelines and policies and standards, including risk mitigation through adherence to the control framework 
  • Manage of risks in processes in a timely manner 
  • Utilize product knowledge and understanding of local US laws and regulations to action and resolve request appropriately 
  • Follow established policies, practices and procedures and provide feedback for improvements

Required qualifications, capabilities and skills:

  • BA/BS degree 
  • Excellent verbal, written, attention to detail, interpersonal, and organizational skills 
  • High level risk awareness 
  • Judgment and reasoning skills 
  • Ability to work collaboratively with cross-functional teams and manage multiple tasks simultaneously.
  • At least 1 year of relevant experience or knowledge of legal documentation, contracts and complex account products, entity organizational documents, tax documentation and other documentation types 

Preferred qualifications, capabilities and skills:

  • Experience in financial services, if possible Corporate/Commercial Banking
  • Experience in risk awareness and skills to develop and ensure quality program set ups 
  • Strong presentation and negotiating skills 
  • Familiarity with document management systems and processes, particularly Navigator 
  • Paralegal or Juris Doctor Certificate 
  • Knowledge of the Risk and Control Self-Assessment framework and testing

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