AWM - Wealth Mangement operations - Business Analyst - Associate

Job Description

ASSET & WEALTH MANAGEMENT - CHIEF DATA OFFICE

Data Quality Health Management - 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 AWM's 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

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

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.3 trillion. 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.