Required now- Client Operations Analyst

Job Description

A critical priority for Asset Management is to ensure that a comprehensive set of high-quality data is available to run our business and meet client needs. The Asset Wealth Management (AWM) Chief Data Office (CDO) was established in 2014 to define AWMs core data strategy. This includes data for clients and accounts, products, securities prices, transactions and holdings, indexes, benchmarks, performance and analytics. The AWM CDO is positioned in the Asset Wealth Management Operations division within AWM Center. We work with the AWM business and Firm wide CDO to analyze data, establish data quality standards and ensure data governance. We partner with the business and technology to implement data systems and process solutions. Description for Internal Candidates ASSET & WEALTH MANAGEMENT CHIEF DATA OFFICE Data Quality Operations Associate Business Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management firm with client assets of $2.4 trillion. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. Clients include institutions, high-net-worth individuals and retail investors in every major market globally. For individual investors, the business provides retirement products and services plus brokerage and banking services including trusts and estates, loans, mortgages and deposits.Overview A critical priority for Asset Management is to ensure that a comprehensive set of high-quality data is available to run our business and meet client needs. The Asset Wealth Management (AWM) Chief Data Office (CDO) was established in 2014 to define AWMs core data strategy. This includes data for clients and accounts, products, securities prices, transactions and holdings, indexes, benchmarks, performance and analytics. The AWM CDO is positioned in the Asset Wealth Management Operations division within AWM Center. We work with the AWM business and Firm wide CDO to analyze data, establish data quality standards and ensure data governance. We partner with the business and technology to implement data systems and process solutions.The AWM CDO Data Quality lead will be part of the broader AWM CDO team. The individual will manage AWM Data Quality Issue Management lifecycle through various stages until closure. This requires good understanding of fund business data (client, security, transaction, position, performance etc.) and industry best practices of data definitions, usage etc. The person will coordinate, facilitate meetings, discussion for issue analysis, and role assignment to resolution and ensure timely closure. Metrics reporting of issue progress and other critical reporting to support Data Office function. The role expects front to back ownership of all AWM Data quality issues. The individual will also help layout the Data Quality technology platform ownership with technology teams to ensure we can capture all data quality exceptions, results and dashboard capabilities.Roles and Responsibilities
• Lead upfront analysis of Data Quality Issue management and various metrics reporting
• Participate in the definition of functional requirements for the Data Quality Engine and Operational Data Quality User Interface.
• All management and exception reporting using tools such as Alteryx, tableau
• Controls and innovation mind-set
• Good People Skills and ability to drive energy levels within the team
• Good Analytical and Problem Solving Skills
• Excellent Time Management Skills and highly result oriented
• Basic SQL skills(optional)
• DQ tools knowledge
• Data Visualization tools
• Develop documentation to support the effective on-boarding and SME knowledge transfer to Operations team members.
• Liaison with Tech to ensure Product build out for DQ platform as per the CDO Data Strategy
Specific responsibilities include:
• Connect/Engage with stakeholders to drive change and for better customer experience
• Be Agile and Flexible in multi-tasking as per business need
• Manage and prioritize initiatives independently that are requested by stakeholders
• Review of documentation for entities such as Corporation, Trust, Private Holding Company, Individuals as per the policy/jurisdiction for all Onboarding, role verification and CDD documents and raising request for information/documents
• Define the project scope for each ongoing remediation s and update the documents in timely manner
• To collaborate with BAU SMEs to understand the end to end process & document the new learning in scope document/ process flow and build expertise on the systems/applications required in the remediation project
• To be able to manage time for self and able to analyze the time spent on each tasks; should be able to draw project timeline & ensure defined timelines are met
• Researching client inquiries and managing follow-up communication
• Work on Adhoc remediation as part of regulatory and business requirements
Key Relationships
• Global Data quality CDO lead, Tech Data tech teams
• Operations partners
• Data Providers , Data Content Owners, Data consumers, Data modelers
Qualifications Industry Knowledge
• 7 or more years of experience in Finance, Consulting or Technology industries
• 2 or more years of experience in Asset and Wealth Management
Functional Skills
• 3 or more years of experience managing data analysis projects
• 3 or more years in an operational environment with responsibility for daily data loads and exception management
• Superior analytical skills: Quickly define and deconstruct problems. Identify patterns. Identify root causes. Proposes multiple solution paths
• Superior organizational and project management skills
• Proactively identify and manage risk
• Excellent issue resolution and negotiation skills
• Metrics reporting and data dashboards using Qlik, Tableau or similar tools
• Experience performing four or more of the following functions: data mapping, data analytics, data modeling, business analysis, technical analysis, process flow mapping, data governance, and/or auditing Delivery Skills
• Track record of setting and achieving challenging goals
• Demonstrated ability to achieve delivery goals without direct control over resources
• Demonstrated ability to prioritize and handle multiple work streams concurrently
• Client focused
Interpersonal Skills
• Builds strong relationships across globally distributed teams
• Demonstrated interpersonal leadership, partnership and influencing skills
• Succinctly presents key findings and implications to senior audiences
• Advanced Excel skills required. Advanced Access and PowerPoint skills preferred
Personal Character
• Excellent judgment. Knows when and how to escalate
• Adaptable to working in an evolving and changeable environment
• Perpetually curious. Driven to learn. Driven to excel. Able to self-satisfy
• Committed team member
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Keyskills :
customer relationsreportingmisslaaccountscore datafixed incomeprocess flowdata quality