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Reference Data Specialist

GraduateNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Reference Data Specialist (Bengaluru, India)** *Serve as a Static Data Operations Specialist, ensuring accurate client records across global systems and mainframes* - *Create/maintain client records, handle mailbox queries, and manage BAU workflow* - *Investigate exceptions, meet SLAs, and maintain control standards* - *Collaborate with internal partners and senior stakeholders across regions* - *Required: Graduate degree, 0+ years in bank operations, strong attention to detail, MS Office proficiency* - *Preferred: Cash/trade products knowledge, global team experience, WHEM shift adaptability*

Compensation
Not specified

Currency: Not specified

City
Bengaluru
Country
India

Full Job Description

Location: Bengaluru, Karnataka, India

Join a fast-paced operations team where accuracy and client service directly impact business outcomes. Build strong fundamentals in client data management, exception investigation, and workflow controls while partnering with global stakeholders. Grow your career through BAU projects, continuous improvement, and exposure to banking products and processes.


As a Static Data Operations Specialist within the Static Data/Client Records team, you set up and maintain client records across global systems and mainframes with a focus on accuracy and timeliness. You manage BAU workflow, investigate exceptions, and resolve mailbox queries while meeting SLAs and control standards. You collaborate with internal partners and senior stakeholders across regions and time zones, escalating non-routine issues appropriately.

Job Responsibilities 

  • Set up client records and maintain worklogs to support accurate processing and tracking.
  • Add and update client information in functional applications, global systems, and mainframes.
  • Manage BAU workflow by handling requests from CSOs, Implementation teams, and internal departments.
  • Process work within established timelines while meeting targets and required controls.
  • Respond to mailbox queries promptly and resolve client issues with priority.
  • Investigate exceptions at transaction and ageing levels and drive items to closure.
  • Coordinate with Lines of Business and internal clients via phone and email, including senior stakeholders.
  • Support BAU projects and deliver assigned workstreams within committed timelines.
  • Perform production backup tasks and identify opportunities to improve current work practices.
  • Contribute to team SLAs by prioritizing workload and supporting shared goals.
  • Escalate non-routine situations and concerns to supervisors and managers promptly.
  • Required Qualifications, Capabilities, and Skills 

  • Hold a graduate degree with 0+ of experience in a bank operations environment.
  • Communicate clearly in written and verbal English with strong interpersonal skills.
  • Demonstrate strong attention to detail, analytical thinking, and deadline-oriented execution.
  • Operate with high client centricity and solution-oriented mindset.
  • Use MS Office proficiently, especially Excel, to support tracking and reporting.
  • Pursue open issues assertively and professionally until resolution.
  • Adapt effectively to a fast-paced, changing environment across global time zones.
  • Preferred Qualifications, Capabilities, and Skills 

  • Leverage knowledge of cash and trade products to support accurate client record setup.
  • Work effectively in a global team environment spanning regions and time zones.
  • Prioritize competing requests to meet SLAs and maintain control discipline.
  • Improve processing quality by suggesting enhancements to work practices and controls.
  • Support production resilience by completing backup tasks and assisting during peaks.
  • Communicate confidently with senior internal clients via email and telephone.
  • Adapt to WHEM shift requirements (7:30 PM to 4:30 AM) to meet business needs.
  • Maintain accurate client data, manage daily workflow and exceptions, and deliver timely updates with strong controls in assigned shift

    Reference Data Specialist

    Compensation

    Not specified

    City: Bengaluru

    Country: India

    J.P. Morgan logo
    Bulge Bracket Investment Banks

    3 days ago

    No clicks

    at J.P. Morgan

    GraduateNo visa sponsorship

    **Reference Data Specialist (Bengaluru, India)** *Serve as a Static Data Operations Specialist, ensuring accurate client records across global systems and mainframes* - *Create/maintain client records, handle mailbox queries, and manage BAU workflow* - *Investigate exceptions, meet SLAs, and maintain control standards* - *Collaborate with internal partners and senior stakeholders across regions* - *Required: Graduate degree, 0+ years in bank operations, strong attention to detail, MS Office proficiency* - *Preferred: Cash/trade products knowledge, global team experience, WHEM shift adaptability*

    Full Job Description

    Location: Bengaluru, Karnataka, India

    Join a fast-paced operations team where accuracy and client service directly impact business outcomes. Build strong fundamentals in client data management, exception investigation, and workflow controls while partnering with global stakeholders. Grow your career through BAU projects, continuous improvement, and exposure to banking products and processes.


    As a Static Data Operations Specialist within the Static Data/Client Records team, you set up and maintain client records across global systems and mainframes with a focus on accuracy and timeliness. You manage BAU workflow, investigate exceptions, and resolve mailbox queries while meeting SLAs and control standards. You collaborate with internal partners and senior stakeholders across regions and time zones, escalating non-routine issues appropriately.

    Job Responsibilities 

  • Set up client records and maintain worklogs to support accurate processing and tracking.
  • Add and update client information in functional applications, global systems, and mainframes.
  • Manage BAU workflow by handling requests from CSOs, Implementation teams, and internal departments.
  • Process work within established timelines while meeting targets and required controls.
  • Respond to mailbox queries promptly and resolve client issues with priority.
  • Investigate exceptions at transaction and ageing levels and drive items to closure.
  • Coordinate with Lines of Business and internal clients via phone and email, including senior stakeholders.
  • Support BAU projects and deliver assigned workstreams within committed timelines.
  • Perform production backup tasks and identify opportunities to improve current work practices.
  • Contribute to team SLAs by prioritizing workload and supporting shared goals.
  • Escalate non-routine situations and concerns to supervisors and managers promptly.
  • Required Qualifications, Capabilities, and Skills 

  • Hold a graduate degree with 0+ of experience in a bank operations environment.
  • Communicate clearly in written and verbal English with strong interpersonal skills.
  • Demonstrate strong attention to detail, analytical thinking, and deadline-oriented execution.
  • Operate with high client centricity and solution-oriented mindset.
  • Use MS Office proficiently, especially Excel, to support tracking and reporting.
  • Pursue open issues assertively and professionally until resolution.
  • Adapt effectively to a fast-paced, changing environment across global time zones.
  • Preferred Qualifications, Capabilities, and Skills 

  • Leverage knowledge of cash and trade products to support accurate client record setup.
  • Work effectively in a global team environment spanning regions and time zones.
  • Prioritize competing requests to meet SLAs and maintain control discipline.
  • Improve processing quality by suggesting enhancements to work practices and controls.
  • Support production resilience by completing backup tasks and assisting during peaks.
  • Communicate confidently with senior internal clients via email and telephone.
  • Adapt to WHEM shift requirements (7:30 PM to 4:30 AM) to meet business needs.
  • Maintain accurate client data, manage daily workflow and exceptions, and deliver timely updates with strong controls in assigned shift