Job Description
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers.
Job summary
As a Client Data Associate I in the Wholesale KYC Operations Data & Reporting Team, you will be responsible for delivering data & reporting commitments, developing strategies for effective data analysis and reporting, and selecting, configuring and implementing analytics solutions. You will collaborate with various teams to deliver reporting needs and act as a subject matter expert around the KYC reporting data. This role provides an opportunity to work in a high performing team and contribute to the optimization of data & reporting landscape.
Job Responsibilities:
- Collaborate with the LOB, Consumers, and Technology to deliver reporting needs for WKO consumers across Production Operational, Controls, Executive and Regulatory commitments.
- Coordinate with LOB Business Leads, Reference Data Domain Leads and KYC Solutions to understand data quality issues related to KYC and Reference Data sourced within OSKAR, EDH and any other WKO Data stores leverage for Data & Reporting
- Document processes and procedures to leading and delivering ongoing reporting including leveraging a strong control framework to ensure privacy & accuracy of reporting
- Drive all analytics operations to correct discrepancies and ensure quality
- Extract reports from multiple sources (e.g. operations, IT, customer feedback)
- Build systems to transform raw data into actionable business insights and KYC committed relations
- Provide regular status updates to management; develop presentations and materials
- Structuring and scoping complex problems, applying a range of analytical tools, gaining and synthesizing insights and developing solutions; Gathering, modeling, analyzing data to test hypothesis and size opportunities;
Required qualifications, capabilities and skills
- A bachelor's degree is required
- 5+ years' experience with an experience in Data & Reporting Operations, Data Management, Analytics and Business Analysis experience is key. Focus in the Data Analytics / Data Management space
- Strong analytical / critical thinking and problem-solving skills; able to develop and clearly present drawn conclusions & potential solutions with consideration to inherent risks
- Excellent technical knowledge on Microsoft BI tools like Visual studio, SQL Server, Excel and SAP BO, Oracle, Sql developer.
- Experience on data visualization / analytics tools - Tableau, Qlikview, Alteryx, Qliksense.
- Exposure and experience in data interrogation tools: SQL, Alteryx, Qliksense, Tableau, SAS, Python, etc
- Analytical skills and strong organizational abilities; Attention to detail & Problem-solving aptitude
Preferred qualifications, capabilities and skills
- Qualified Computer Science, Statistics, Data Management or a related field is preferred
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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Top Skills
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 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.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.