Client Reporting – Data Feeds - Operations Analyst

JPMorgan Chase

Bangalore, Karnataka
Permanent
Full-time

18 days ago

Job Description:As a Client Reporting Business Analyst, you'll be responsible for operational oversight and control of the data feed aggregation process for Asset Wealth Management. The analyst will have a firm understanding of securities operations, and they will be able to establish new USPB, CWM and JPMA data feed connections with transmission control team, tech partners and outside broker dealers/firms. The analyst will also partner with Operations, Technology and Front/Middle Office to identify and resolve issues associated with data feeds as well as liaise with the Custody Product & Solutions business daily.Job responsibilities

Monitor and oversee daily intake and maintenance data feed requests received internally/externally
Troubleshoot issues with stakeholders who are a part of the front to back business process model
Attend stakeholder meetings, providing knowledge and input as SME/Product Owner
Actively analyze, review data and leverage IA tools to refine and streamline function, as needed
Participate in project initiatives, helping to establish business requirements, perform UAT and implement changes within the team
Prepare, review and revise Standard Operating Procedures as needed
Perform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standards
Processing & validating account opening & various types of maintenance requests on client accounts for the private banking clients
Responsible for completing the periodic reviews of KYCs.
Extensive research on additional and updated client details.
Coordinate with banker for missing documents and details.
Elaborate and explain the source of wealth for the client.
Ensure that all requests are completed before cutoff and there is no SLA miss.

Required qualifications, capabilities and skills

2-5 years of relevant work experience
Minimum - Graduate (Preferably BCOM) / Desired- Post Graduate (Preferably MBA in Finance)
Knowledge of Private Bank products/services
Knowledgeable of intelligent automation tools/capabilities (i.e. Alteryx, UI Path, Unquork)
Strong client focus - adhering to response time to client and maintaining high client satisfaction.
Strong analytical and problem solving skills
Outstanding attention to detail
Highly motivated with ability to work independently and in a team environment
Excellent verbal and written communication skills
Ability to develop & maintain relationships with business partners
Ability to think creatively and recommend/implement process improvements
Candidate should possess strong knowledge on different product types such as LLC, Foundation and Trust, etc.
High proficiency in Microsoft Office
Basic knowledge on KYC red flags/ exceptions
Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
Adaptability: effectively organize and prioritize work to meet stringent deadlines.
Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
Assertiveness Skills: willingness and ability to challenge the status quo and express opinions.

About Us:JPMorgan Chase & Co., 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 for more information about requesting an accommodation.About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

JPMorgan Chase

Apply Now