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About the Role

As a Reference Data Specialist within the Foreign Exchange Operations team, you will play a critical role in safeguarding the settlement lifecycle by authenticating and maintaining Standard Settlement Instructions (SSIs), maintaining precise client reference data, and resolving exceptions quickly. You will partner across Operations and internal stakeholders to prevent payment errors and reduce financial and reputational risk through strong controls, sound judgment, and proactive escalation. You will have hands-on exposure to market products across foreign exchange, fixed income, and derivatives while operating within global funds transfer policies and regulatory requirements. You will work in a detail-driven, client-focused, and fast-paced environment. You will have a direct impact on operational excellence and client outcomes.

Responsibilities

Authenticate settlement instructions by completing external callback verification to ensure accuracy and control
Create, update, review, and approve Standard Settlement Instructions (SSIs) in line with established procedures and governance
Maintain high-quality client reference data, ensuring records are complete, current, and consistent across systems
Proactively identify, investigate, and escalate potential payment risks or errors, helping protect clients and the firm from financial and reputational impact
Deliver responsive, solutions-oriented support to internal partners and clients while adhering to global funds transfer policies and applicable regulatory requirements
Monitor workflows and controls with strong risk awareness, resolving breaks and exceptions quickly and efficiently
Collaborate with Operations teams to research inquiries, resolve escalations, and drive timely outcomes
Apply knowledge of financial markets and the securities industry to support accurate settlements and issue resolution
Demonstrate ownership and accountability for tasks, follow-through, and end-to-end outcomes
Use strong judgment, analytical thinking, and problem-solving skills to manage moderately complex scenarios and recommend actionable solutions
Uphold high standards of integrity and attention to detail, ensuring accuracy, compliance, and ethical conduct in settlement and payment processing

Requirements

A high-level sense of ownership and responsibility
Excellent Client focus and Customer care working practices
Accountable for team delivery of excellent customer service
In-depth understanding of financial markets and Foreign Exchange business
Excellent communication skills, both written and oral, including the ability to interact with all levels of the organization
Flexibility to adjust to business needs
Exceptional time management, organizational skills, and effective prioritization skills
Ability to prioritize and work well under tight deadlines
High-level analytical skills with attention to detail and accuracy

Skills

Standard Settlement Instructions (SSIs)
Client reference data maintenance
Exception resolution
Financial markets knowledge
Foreign exchange
Fixed income
Derivatives
Global funds transfer policies
Regulatory requirements
Risk management
Problem-solving
Analytical thinking
Attention to detail
Integrity
Compliance
Ethical conduct
Society for Worldwide Interbank Financial Telecommunications (SWIFT MT) message standards
Message Type (MT103)
Message Type (MT202)

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

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.
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments.
Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries.
The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Equal Opportunity

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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans