The Wholesale KYC Operations Data & Reporting Organization is responsible for developing and managing a converged, unified, consistent & sustainable Data & Reporting solution for WKO. The WKO Data & Reporting Organization is responsible for Regulatory, Controls, Operations & Ad hoc reporting including the ongoing optimization stemming from redundant data consolidation and normalization activities to generate reporting
The Wholesale KYC Operations Data & Reporting Team is looking for Associate level candidate who will be part of a high performing team of data management professionals focused on delivering innovative data analytics solutions to KYC LOB stakeholders across Production, Reviewers & Controls. The Data & Reporting Lead will be responsible for delivering data & reporting commitments; developing strategies for effective data analysis and reporting; Selecting, configuring and implementing analytics solutions servicing a 3000+ WKO organization
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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
- Act as a subject matter expert around the KYC reporting data assisting WKO reporting consumers navigate to understand the right solution for their reporting needs
- Document processes and procedures to leading and delivering ongoing reporting including leveraging a strong control framework to ensure privacy & accuracy of reporting
- Define company-wide metrics and relevant data sources; Select, configure & implement analytics solutions
- 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
- Monitor progress against project plans until completion and delivery
- 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;
- Building technology solutions to aggregate data and develop metrics;
- Applying institutional knowledge from the KYC Operations and Reference Data industry; and
- Harness a consistent approach to optimize the data & reporting landscape to right-size the footprint
Required qualifications, capabilities, and skills
- 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 highly preferred
- 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
- Ability to communicate effectively at many levels of the organization including synthesizing key messages for senior management
- Ability to multi-task, work under tight deadlines, and quickly adjust to changing priorities
- Capability to work both independently with strong follow through and adapt to team environment
- Analytical skills and strong organizational abilities; Attention to detail & Problem-solving aptitude
- Highly energetic self-starter with a focus on obtaining results
- Ability to lead and influence without having positional authority in order to progress initiatives
Preferred qualifications, capabilities, and skills
- Subject Matter Expertise across KYC, AML & Client Reference Data is a plus
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.