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As a Reference Data Analyst in Digital Document Services, you will review, index, and manage client documentation packages that enable account opening and product setup while supporting regulatory and data migration initiatives. You will collaborate with internal partners to identify documentation gaps, resolve discrepancies within agreed timeframes, and contribute to efficient, well-controlled operating processes.

Job responsibilities

Prepare and complete documentation packages to support account opening and product setup activities
Review executed documentation for completeness, accuracy, and adherence to applicable standards and requirements
Index and record documentation accurately in internal document management systems
Analyze standard documentation to assess scope, identify issues, and determine required actions for resolution
Coordinate with internal partners to resolve disputed or incomplete documentation within defined timelines
Partner with Legal, business, Operations, and Technology to support an efficient operating framework and continuous improvement
Support regulatory-driven initiatives, including client entity transfers and remediation activities, as required
Contribute to data migration activities by validating documentation data and supporting controlled transitions
Maintain strong productivity and quality standards, ensuring outputs meet defined controls and expectations
Communicate status, risks, and dependencies clearly to stakeholders across locations and time zones

Required qualifications, capabilities, and skills

Bachelor's degree in Law, Business Administration, International Relations, Translation, or a closely related discipline
Advanced verbal and written English proficiency
Strong written and verbal communication skills, with the ability to engage stakeholders professionally
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Strong organizational skills with the ability to manage multiple tasks and priorities effectively
Demonstrated ability to work accurately to deadlines in a controlled environment
High attention to detail and commitment to producing consistent, high-quality work

Preferred qualifications, capabilities, and skills

Experience reviewing, processing, or managing client documentation in a corporate or regulated environment
Familiarity with document management, indexing, or records control processes
Experience supporting regulatory change, remediation initiatives, or data migration activities
Ability to identify root causes of documentation breaks and propose practical process improvements
Experience working with global teams across multiple locations and time zones

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

ABOUT THE TEAM

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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