JPMorgan Chase Vice President, Project Manager Reference Data in Brooklyn, New York

JPMorgan Chase & Co (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co is available at

Reference Data Operations is aligned to the Chief Data Office (CDO) which is responsible for improving the quality, integrity and reliability of the firm’s critical data. The organization’s objectives are to explain the path that critical data follows, improve data quality, reduce ambiguity and inconsistent terminology, enhance transparency, rationalize the number of replicated data assets, and improve firmwide-sharing of information and best practices. The CDO serves as the governing body to create firmwide standards that drive consistent data management practices, develop technologies and processes to support data management processes, partner with lines of business and functional groups to embed data management best practices and capabilities, and ensure sustainability by refining, measuring, and improving the firm’s ability to manage data.

The IPC reference data adoption team is collaborating with the Asset & Wealth Management (AWM) business to on-board legacy applications to the strategic reference data utility as part of a multi-year program. Pricing and instrument reference data are key components to this on-boarding activity. The team is hiring a change manager to oversee and contribute to this program. This change manager will need to collaborate across the organization globally to understand and resolve any functionality or data gaps in line with program timelines.

The successful applicant will have related business experience in pricing and/or instrument reference data along with demonstrated change management skills including platform migrations, service centralization and new client on-boarding. Development and delivery of executive level presentations that clearly define project timelines and identify risks is also a critical skill. The candidate must be a change agent who can influence stakeholders to consider innovative solutions and provide factual analysis to support the decision making process. The candidate must be results oriented and able to clearly articulate any issues impeding progress along with proposed resolution and recommendations. Proven data analysis, controls design, and operating model development skills are essential. The team will be measured by the success of completed adoptions, process improvements and gained efficiencies.

  1. Key Responsibilities and Skills
  • Manage a team of virtual and direct reports aligned to the delivery of established milestones

  • Contribute to projects involving pricing and instrument reference data, especially specific to AWM businesses

  • Understand data validation and exception management

  • Interpret vendor supplied data, vendor contracts to evolve conclusions on vendor hierarchy strategy and test plans

  • Design operational process flows to support the target state and identify needed controls or control gaps

  • Track stakeholder deliverables and design project timelines considering critical dependencies

  • Enable timely and complete end to end adoptions of pricing and instrument reference data

  • Create project governance processes and artifacts required to keep momentum and meet timelines

  • Partner with key stakeholders like operations and technology

  • Manage stakeholder expectations

  • Document project costs, benefits and other related metrics

  • Develop and execute UAT testing & planning

  • Engage with project stakeholders across functional business areas

  • Identify, address and resolve risks and issues impacting the projects

  1. Product knowledge developed from experience supporting a financial services company

  2. System knowledge of JPMorgan or similar company, preferably in the AWM space

  3. Past success in contributing to technology process improvements in the financial services industry

  4. Strong analytical approach to problem solving

  5. Experience in an Agile based program

  6. Analyzing large data sets to identify trends, leveraging SQL queries and related tools

  7. Development of executive level project PowerPoint presentations

  8. Exposure to reference and/or market data

  9. A track record of meeting project milestones and timelines

  10. Ambition to succeed and continue to grow in a change management role

  11. A commitment to delivering change and solving problems

  12. An analytical and methodical approach to problem solving

  13. Organization and prioritization skills

  14. Governance and report creation commensurate with project needs

  15. Entrepreneurial drive to change the status quo

  16. Commercial awareness

  17. Capable on a wide variety of software and systems

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.