Reference Data Associate - Derivatives Documentation and Compliance

Reference Data Associate

 

Enable Markets Trading by converting complex derivatives documentation into accurate, actionable reference data. Strengthen risk, controls, and compliance through expert review, issue resolution, and process improvement.

As a Reference Data Associate within Digital Document Services for the Markets Trading business, you will lead the review and extraction of legal and financial parameters from complex derivatives agreements to drive operational excellence and regulatory compliance. You will act as a subject matter expert, independently resolving high-impact issues and partnering with senior stakeholders across business, legal, credit, and technology. You will influence process improvements and help shape the operating framework for documentation management at JPMorganChase.

 Job Responsibilities 

• Lead the review, analysis, and extraction of key parameters from complex legal agreements (ISDA, CSA, F&O, OTC, Prime Brokerage) to ensure accuracy and regulatory compliance.
• Deliver high-profile regulatory and client transfer projects (e.g., Pushout) with full ownership of outcomes, timelines, and stakeholder coordination.
• Resolve complex documentation and operational issues independently by assessing impact and partnering with senior contacts in credit, legal, business, and technology.
• Improve documentation management processes by contributing to efficient operating frameworks, standards, and controls.
• Build trusted relationships with senior stakeholders across lines of business, legal operations, and technology, providing clear guidance on documentation matters.
• Mentor junior team members to reinforce best practices and drive productivity and quality expectations.
• Monitor industry and regulatory developments and translate changes into updated documentation practices and sustained compliance.

Required qualifications, skills and capabilities 

• Bachelor’s degree in Law, Commerce, Finance, or related discipline
• 8+ years experience in derivatives master agreements and trade-related documentation within investment banking or law firm environments
• Deep knowledge of ISDA, CSA, F&O, OTC, Prime Brokerage documentation and relevant regulatory frameworks; ability to resolve complex issues independently
• Strong organization, attention to detail, and communication skills, including presenting to senior stakeholders; proficiency in MS Office and documentation tools

Preferred qualifications, skills and capabilities

• Advanced degree such as MBA, LLM, or equivalent
• Experience leading cross-functional projects or initiatives in a global investment banking environment
• Proven experience mentoring and developing junior team members in documentation operations
• Familiarity with industry best practices in documentation management and regulatory compliance frameworks

 

 

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.

Experience Level

Senior Level