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Vice President, Product Reference Data, Reference Data Strategy & Operations

Req #: 170094428
Location: Jersey City, NJ, US
Job Category: Project Management
Job Description:

The Chief Administrative Office Operations team supports compliance, and manages and maintains reference data to ensure that our customers, employees, and lines of business are in adherence with firm standards and required regulations.


Our mission is to improve the quality of reference data used across the organization and provide compliance operational support across the firm’s global businesses and functions. We are driving a culture of quality and continuous improvement toward the best outcome for client experience, our colleagues and JPMorgan Chase. We do the right thing, even when it’s not the easy thing.


If you're interested in working in an environment where leadership, excellence, integrity, and diversity are among our core principles, then explore the opportunities at J.P. Morgan Chase.


One of the top priorities across the Chief Administrative Office (CAO) at JPMorgan Chase is to help the firm move toward a more integrated data management strategy.  The mandate of the CAO Reference Data Operations team is to manage reference data across the enterprise, establish firmwide reference data governance processes and quality standards, manage all reference data operations teams, and partner with the lines of business to drive alignment to firm-wide reference data standards.  Our businesses and corporate groups rely on reference data to facilitate and execute transactions, support our clients, identify potential risks, and meet regulatory requirements.

The Financial & Product Reference Data Operations team manages reference data operations for financial reference data (the Data Domains for chart of accounts, legal entities/internal parties, business unit, etc.) and reference data for the Products and Services Data Domain.  With respect to the latter domain, the team has defined a strategy and target-state operating model for how product reference data will be structured, maintained, distributed and consumed.  This includes a heavy emphasis on the Finance and Risk organizations, and also the lines of business.  Developing this integrated reference data management strategy for product and services across the firm is challenging and complex, requiring understanding of data architecture/flows and use cases for reference data consumption across Finance and Risk analysis and reporting disciplines.  The team’s work in the Product and Services reference data Domain includes:

  • Identifying existing product reference data, including where sourced, stored and consumed, implicitly and explicitly.
  • Understanding how data flows from the transaction processing/product systems, is mapped into Finance and Risk repositories, and its ultimate use in the key finance and risk disciplines.
  • Determining key users, and understanding use cases for product reference data in Finance and Risk, including a focus on analysis and reporting issues that would be solved through improved reference data and associated processes.
  • Defining a strategy for how product reference data will be structured, maintained, distributed and consumed, and associated with data flowing from the transaction processing/product systems, to present standardized data set(s).
  • Designing the target-state operating model to maintain and distribute product reference data.
  • Determining how to drive adoption technologically with data providers and data consumers, including guiding development of formal business requirements/User Stories, where necessary.
  • Designing and executing an ongoing data quality program for product reference data.
  • Executing on the target-state operating model and adoption process.

We are seeking high-performing candidates to help build out and play a leadership role within the team to lead the product reference data build out for traditional products and services (loans, commitments, cash and deposits).  As this role requires extensive interaction with finance, risk, lines of business and data governance/operations organizations, relationship management and excellent senior management-level communication skills are critical.  In particular, successful candidates will possess four key attributes:

  • Understanding of the key finance and risk disciplines, including financial reporting, credit risk, market risk, model risk, liquidity risk, interest rate risk, etc.
  • Exposure to product taxonomies / hierarchies and reference databases
  • A deeply analytical mindset and strong intellect, plus the ability to communicate clearly complex topics in PowerPoint and spoken form, including building consensus across finance and risk stakeholders for the specific product classification and associated hierarchies.
  • Ability to drive technological and operating model change.

The ideal candidate will also have strong client management and senior management-level communication skills, experience structuring and scoping complex problems, and the ability to apply a range of analytical tools to develop solutions to those problems.  Very strong critical and creative thinking skills and a willingness to work with ambiguity must be demonstrated.  Previous experience driving strategic and tactical process improvement initiatives in data/technology-heavy functions/programs is highly desirable.

The role reports to an Executive Director who is leading the overall Product Reference Data strategy firmwide, and will involve managing a small team of Associates.


  • Lead and execute multiple strategic and operational initiatives simultaneously, focused on product reference data build out for traditional products and services.
  • Manage the initial definition and subsequent refinement of strategic product reference data as well as governance, and adoption/consumption of this data with particular focus on Loans, Commitments and Cash products
  • Define general approach and detailed business requirements for related technology projects
  • Manage change to existing, strategic product reference data by leading the forums that govern that change
  • Structure and execute initiatives by developing work plans, gathering and synthesizing relevant data, leading analyses and developing final recommendations.
  • Define workstreams/roles for and manage junior team members.
  • Lead analysis to test hypotheses and develop opportunities (including data gathering, modeling and synthesis of results).
  • Present findings/analysis and recommendations to senior management.
  • Achieve measurable targets as established in program charters, and ensure program success.
  • Collaborate with cross-functional stakeholders in driving strategic initiatives.
  • Actively build the knowledge and skill base of the team.


The ideal candidate will have an MBA or equivalent advanced business degree from a good school, plus 3-5 years financial services experience, some of which has been either at a management consulting firm or in an internal transformational role, with data, technology and operations experience blended with knowledge of key finance and risk disciplines (or 6+ years of experience in one of these roles in lieu of an MBA).  Exposure to or involvement with data management and/or data quality programs is preferred, but not required.  In addition:

  • Experience in the financial services industry and knowledge of or direct experience in key finance and risk disciplines.
  • Broad knowledge of financial products is essential, and specific knowledge of Loans, Commitments and Cash products is highly desirable.
  • Example ideal backgrounds include Product Control, Market Risk, Wholesale Credit Risk, Financial Control focused on product businesses, etc.
  • Problem solving skills: Strong ability to rapidly learn the intricacies of an unfamiliar process, structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights, and develop actionable recommendations
  • Analytical skills: Highly analytical, with experience in defining analytical approaches for projects and collecting, analyzing, and synthesizing data from multiple sources to develop actionable solutions.
  • Comfort with Data and Technology: Prior experience functioning in roles and functions that are highly data-driven and that required understanding of data models and flows, and technology architecture as related to business requirements, including comfort interacting with internal technology teams.
  • Project management skills: Ability to manage own workstreams, direct workstreams of others, create workable workstream plans and execute on such plans. Must be able to meet commitments and balance competing priorities.
  • Client management skills: Demonstrated ability to closely partner with senior and line managers and other stakeholders in CAO Operations, finance, risk, lines of business and technology.
  • Communications skills: Excellent written and oral executive-level communications skills, including the ability to quickly convey complex topics in easily understood formats.
  • Teamwork skills: Flexible work style, be able to work with stakeholders and colleagues at all levels.
  • Superior knowledge and comfort with Excel and PowerPoint/PitchPro.

Note that this is not a program/project management role, nor is it data management governance/policy/ standards-related.  It is about driving practical solutions for a use-case-based agenda via data and technology architecture and deployments.

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