Reference Data Associate II

JOB DESCRIPTION

Driving excellence in index and benchmark data management to empower Asset & Wealth Management with reliable, high-quality market insights.

Job Summary

As an Index and Benchmark Data Specialist within Reference Data Management Operations (RDMO), you will ensure the availability and quality of index and benchmark data across Asset & Wealth Management. You will act as a subject matter expert, supporting onboarding, exception management, and regulatory adherence for index and benchmark processes. Your role will involve collaborating with business groups, vendors, and technology teams to deliver robust data solutions and operational efficiencies.

Job Responsibilities

• Serve as a subject matter expert on all aspects of the index and benchmark process.
• Coordinate and validate new index requirements, including licensing, vendor engagement, and onboarding approvals.
• Support the onboarding of new indices by managing license agreements, renewals, and cancellations.
• Investigate and resolve user queries and exceptions related to index and benchmark data, performing root cause analysis and implementing controls.
• Liaise with index producers, vendors, and internal teams to validate and resolve data issues.
• Continuously review license usage and procedures to drive cost savings and ensure regulatory compliance.
• Build strong relationships with product managers, technology, business teams, and external vendors to support data quality and operational goals.

Required Qualifications, Skills and Capabilities

• Minimum 8 years of experience in finance, consulting, or technology, with at least 3 years in asset and wealth management products and processes.
• Proven ability to manage teams of 5 or more individuals and deliver results in a fast-paced environment.
• Strong technical proficiency with Microsoft products and advanced Excel skills, along with experience using market vendor terminals such as Bloomberg, FactSet, and Reuters.
• Excellent communication, documentation, analytical, and reasoning skills, with a proactive approach to issue resolution and process improvement.

Preferred Qualifications, Skills and Capabilities

• Previous experience in asset management, fund accounting, hedge funds, or market data vendors.
• Advanced PowerPoint skills and familiarity with index processing.
• Demonstrated ability to build relationships across globally distributed teams and present key findings succinctly to management.
• Awareness of data-related industry regulatory requirements, emerging trends, and a strong commitment to continuous learning and adaptability.

ABOUT US

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.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.