JP Morgan Chase

AWM - Wealth Management Client Onboarding Business Analyst & Reporting Analyst Associate

Mumbai, Maharashtra, India
Competitive salary
23 Jul 2021
25 Jul 2021
Approved employers
Approved employer
Job role
Business analyst, CFO
Job Description

Business Overview

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits

Operations Overview

Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening and KYC, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world.

The global focus on Anti Money Laundering (AML) and Know Your Client (KYC) is increasing and leading to new roles and opportunities within JP Morgan. The firm is establishing within Operations a market-leading function to help manage the client onboarding transformation whilst meeting regulatory risks involved in Onboarding clients.

We are offering you an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area.

Key Responsibilities:

The Client Onboarding Business Analytics & Reporting role is part of the IPB Business Enablement Team and will report to the Business Analytics and Transformation Manager. The role will provide reporting and data analytic services to the Client Ops organization. It will work closely with the wider team to support the delivery of a transformed client experience that is cost effective for the business.

Focus areas include owning BaU MIS provision and leading initiatives that enable more efficient and sustainable MIS provision to support Client Operations and bring insights that will enable the transformation journey.
  • Support all aspects of management activities for IPB Business Enablement
  • Lead provision of BaU MIS to ensure teams have access to information they need
  • Support transformation of EMEA & IPB wide MIS provision; leverage new tools and techniques to enable operational efficiencies, generate insights and adapt to strategic transformation agenda with transparent governance model
  • Support implementation projects from an Onboarding BAU perspective,
  • Ensure the team is supported to provide a detailed analysis and understanding of complex workflows and explaining them to colleagues across the business, and able to escalate appropriately any risks identified in business process
  • Ensure that all EMEA site locations and groups that support EMEA work to the same standard of efficiency and establish a best in class function
  • Support the preparation of presentations to Senior Management and various stakeholders of the Private Bank


Candidates with relevant degree or relevant work experience in similar role
  • Strong Attention to detail, results oriented and delivery focused
  • Excellent Organizational skills
  • Strong written and oral communication skills, able to influence internal and external stakeholders
  • Strong analytical, prioritization and organizational skills
  • Logical, structured approach to planning, problem solving and decision-making
  • Strong risk and controls awareness
  • Capacity to think laterally and convey an understanding of the big picture
  • Maintains a sense of urgency and ability to prioritize/multi-task. A working experience including roles in AML/ KYC in the context of client onboarding and in a control function is preferred
  • The role will support projects and new processes within Client Onboarding therefore previous experience of this type of work within a Client Onboarding environment is beneficial
  • 5-7 Years of experience in Excel, Advanced Excel
  • 2-5 Years of experience in Alteryx, Tableaur or Similar visualization tools a must
  • 2-5 Years of experience in SQL, Oracle, Hadoop / Hive / Impala or similar data query tools a must
  • Experience in python a plus

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 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.

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