The Reference Data Analyst will optimize operations by analyzing processes, identifying gaps, implementing controls, and supporting business initiatives while maintaining quality and compliance.
Job Description
Transform Managed Account operations as a Digital Document Analyst-optimize processes, implement controls, and ensure quality and compliance.
Job Summary
As a Digital Document Analyst within the Managed Account team, you will provide support on various initiatives by analyzing existing processes, identifying process gaps, and pinpointing areas for improvement. You will develop appropriate controls for each process and support business partner deliverables, including documenting business requirements, offering testing support, documenting quality standards, and demonstrating adherence to established procedures. Additionally, you will showcase an in-depth working knowledge of the entire Managed Account process.
Job responsibilities
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Knowledge about Loans/Trade Finance/Collateral documents and its documentation management and understanding legal clauses under these agreements.
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'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.
Transform Managed Account operations as a Digital Document Analyst-optimize processes, implement controls, and ensure quality and compliance.
Job Summary
As a Digital Document Analyst within the Managed Account team, you will provide support on various initiatives by analyzing existing processes, identifying process gaps, and pinpointing areas for improvement. You will develop appropriate controls for each process and support business partner deliverables, including documenting business requirements, offering testing support, documenting quality standards, and demonstrating adherence to established procedures. Additionally, you will showcase an in-depth working knowledge of the entire Managed Account process.
Job responsibilities
- Review document , analyze, evaluate business processes, systems and user needs
- Implementing change related to system, policy, and procedural enhancements required to remediate systemic issues and/or process breaks
- Establish, create, analyze reports relevant to Operations functions
- Provide reengineering solutions to resolve current process breaks and identify areas of opportunity for improvement
- Adhere to established Change Control policy and procedure creation/maintenance
- Manage stakeholder relationships and work in an environment that offers a wide degree of creativity and latitude with the expectation of high performance and results
- Lead groups and process improvement initiatives
Required qualifications, capabilities and skills
- 3+ years of work experience with advanced skills in MS Office
- Excellent analytical skills with close attention to detail
- Effective communication, organizational, prioritization and interpersonal skills
- Working to consistently meet client requests, providing and ensuring client satisfaction
- Ability to coach and mentor team members by demonstrating job knowledge
- Willing to work a flexible schedule to accommodate business needs
Preferred qualifications, capabilities and skills
Knowledge about Loans/Trade Finance/Collateral documents and its documentation management and understanding legal clauses under these agreements.
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'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.
Top Skills
MS Office
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