Brokerage Tax Reporting Analyst jobs at Jpmorgan in United States, Plano

• Minimum 3 to 5 years of experience in software development companies.
• Minimum 2 years Financial Technology experience with data analysis and management
• Minimum 3 years of experience as Business Analyst or Product Manager.
• Demonstrated experience writing Agile user stories and creating dashboards
• Strong verbal and written communication with the ability to forge lasting relationships with the scrum team
• Strong analytical and problem-solving skills
• BS/BA degree or equivalent experience

Additional information

• Experience of working with JIRA, Swagger and API designing and documentation. SOAP, XML, JSON and other similar web services protocols/technologies
• CSM, CSPO, and AWS Practitioner certifications preferrable
• Banking - Consumer Banking Domain (Deposit Accounts, Credit Cards, Wealth Management, Lending, Mortgage)
  

As an Open Source Intelligence Analyst within the Global Intelligence team, you will have the opportunity to address complex and multidimensional challenges with innovative, rigorous, and inter-disciplinary analytical methods to produce proactive and reliable assessments. With focus on on physical security-related threats. You will report on all Global Security stakeholder cases - Workplace Violence, Global Intelligence, Investigations, Physical Security, Global Security Operations Centers, and others by request.

Job responsibilities

• Conduct OSINT research and background investigations, using social media, public records, and third-party databases to build leads and provide investigative support to Global Security stakeholders, and others as necessary
• Provide tactical, operational, and/or strategic updates to Global Security management, stakeholders, and other line of business partners with minimal supervisory review
• Assist in crafting and maintaining active and passive search feeds and escalation workflows per stakeholder and self-identified collection requirements; direct and maintain persistent collection in support of key requirements, including proactive threat identification/tail-risk monitoring
• Deliver assessments in clear, succinct, and appropriately caveated products that project credibility, convey recommendations, and reinforce key messages.
• Briefing and writing for senior firm leadership.

Required qualifications, capabilities, and skills

• 1+ years of professional experience, including in performing open source research, intelligence analysis, and/or investigative work
• Experience monitoring social media for domestic/global real-time all-hazard threats and incidents; analyzing potential threats and risks and disseminating error free reports with limited supervisory review/edits
• Savvy and knowledgeable in regard to various social media platforms, including alternative and deep/dark web platforms
• Experience in triaging and escalating issues in a time-sensitive manner to the appropriate parties
• Proficiency with MS Office suite
• Ability to work through ambiguity, exhibit flexibility needed to shift workload in accordance with changing priorities
• Bachelors degree

Preferred qualifications, capabilities, and skills

• Experience in law enforcement, military, or the public sector Intelligence Community
• Foreign language capability
• Bachelors degree in Political Science, Psychology, International Affairs, Cyber Security, or related discipline preferred
• Experience with AI/LLM tools, especially deploying these tools for the intelligence cycle

As a Vice President in the Data & Reporting team within our Sales Enablement organization, you will play a crucial role in utilizing data modeling concepts, data analysis, and requirement gathering to build strategic, consumer-aligned data products. Your responsibilities will include researching, analyzing data, and developing high-quality data products to streamline sales processes and enhance customer experiences. You will design and implement scalable and reliable data processing pipelines, conduct analysis, and derive insights to optimize business outcomes. As a part of data-centric transformation team, you will unlock value for stakeholders through the timely delivery of high-quality, compliant data and control solutions.

You will collaborate with the Client360, IQ Platform team, and Global Banking (CIB) Technology, driving cross-functional projects to ensure effective collaboration that supports business priorities.

• Technical and analytical – Be able to gather data requirements, develop analytics hypothesis and templates to enable seamless and controlled reporting. This includes understanding data structures and driving the build of appropriate data models to enable accurate reporting. Testing of the results using SQL / Redshift based skills and translating requirements to visualization developers.
• Analytics - Ability to demonstrate value for the business by understanding business needs and analytics frameworks to meet them.
• Execution and project management – Well-developed organizational skills to manage multiple projects and priorities. Able to quickly and effectively respond to rapidly changing business needs and urgent requests. Must be self-directed with the ability to explore innovative ways to perform tasks in an efficient and timely manner. Must be proactive, detail and results-oriented, and willing to drive change. Strong organizational, time management and follow-up skills; flexibility, ability to prioritize requests and multi-task
• Communications – Must possess strong verbal and written communications skills, including the ability to translate requirements to developers
• Problem solving – Strong problem solving, and analytical capabilities coupled with the ability to identify issues, gather, and manipulate data, obtain consensus, and implement change. Able to outline work process in a thoughtful and detailed manner. Intellectually curious with a genuine interest in knowledge gathering and problem solving
• Leadership – Strong professional presence with the ability to interact and influence colleagues at all levels in the business. Able to collaborate with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources. Proactively seeks guidance, clarification, and feedback from others.

Job responsibilities

• Partner with the global Banking Technology team to develop strategic, consumer-aligned data solutions that support business operations, strategic goals, and advanced analytics, including AI/ML initiatives.
• Strong focus on delivering analytics and insights that support the business.
• Create Data Requirement Documents and define data census terms.
• Analysis of data and collaborate with data modelers to ensure updates to logical models.
• Develop and execute data testing scripts.
• Build and maintain collaborative partnerships with stakeholders to improve data understanding and quality.
• Explore opportunities to automate manual sourcing processes.
• Lead the transition from manual Excel-based reporting to strategic platforms like AWS and QlikSense, including data source curation, data modeling, and visualization to deliver meaningful insights.
• Engage throughout the product lifecycle to ensure timely delivery.
• Provide subject matter expertise in sales data products and foster cross-functional collaboration.
• Identify opportunities for process improvement and enhance efficiencies by generating innovative ideas and solutions.

qualifications, capabilities and skills

• Minimum 8+ years of relevant work experience (data management, analytics and reporting, program management)
• Expertise in SQL, Data Modeling concepts, Knowledge of dimensional modeling is must
• Proficient in data analysis, requirements gathering, Problem-solving and excel
• Experience in AWS, Redshift, Alteryx, tableau is preferred
• Knowledge of CRM systems is Plus
• Familiarity of AI/ML, LLM is Plus
• Familiarity of reporting tools like QlikSense, Sigma is plus
• BA/BS degree in a financial or technical program
• Strong time management skills, efficient at multi-tasking, and able to work under pressure to deliver multiple business demands on time.
• Experience in Project Management and Agile disciplines.
• Ability to work in a highly dynamic environment with multiple, changing priorities.
• Positive and "Can Do" attitude with a collaborative mindset.

Job Responsibilities:

• Leverage technical skills to develop SQL code to mine large complex data sets (via Toad, Alteryx, etc.)
• Use critical thinking skills to learn the business process, identify ROE opportunities, and use analytics to develop initiatives to capitalize on those opportunities
• Create analytical or statistical models (e.g., Python) as a solution when a business opportunity is identified
• Harness leadership skills which allow you to work independently, take ownership, and accountability of the projects assigned to you
• Align to evolving business priorities and deliver on strategic solutions that drive successful execution on those priorities
• Design and develop rich visualization dashboards that efficiently summarize performance metrics and KPIs and provide self-serve capability to the end-users in intuitive and meaningful ways
• Coordinate with multiple business partners to ensure that all business needs and projects are appropriately identified, prioritized, and executed. Manage delivery in agile format
• Provide strategic partnership on executing on data strategy that promotes modern data architecture, governance, and democratization of data access

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Computer Science, Information Technology, Engineering, Statistics, Economics, or other relevant field and 5 years of relevant work experience. Advanced degree is preferred.
• Strong oral and written communication skills to clearly communicate solutions/recommendations to end users
• Track record of executing large-scale automation initiatives using data exploration, enrichment, and preparation tools such as Alteryx
• Subject matter expertise in data visualization tools such as Tableau and ability to identify best practices and uphold highest standards of quality in dashboards and analytical solutions
• Experience with big data technologies and programming languages including Python, Spark, or Scala.
• Solid proficiency in developing reporting solutions and providing data analytics.
• Ability to perform independent research and discovery around data environments, processes, and tools and provide impactful solutions
• Ability to adapt to new technologies and data tools and work independently as well as within a cooperative, team environment
• Ability to manage execution and delivery of multiple projects in an agile manner and adapt to changing business priorities while still meeting delivery deadlines.

Preferred Qualifications, Capabilities, and Skills:

• Advanced degree in a relevant field
• Experience in modernizing reporting and analytics delivery infrastructure
• Ability to foster innovation including Big Data technologies along with the development of programs to train and enhance associate skillsets

*** Relocation assistance is not available for this role.

• Execute routine fund servicing transactions, ensuring accuracy and adherence to established guidelines and procedures.
• Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations.
• Stay vigilant about cybersecurity practices, proactively detecting possible threats and deploying strategic measures to safeguard information and systems.
• Utilize active listening and questioning skills to understand and address client needs, fostering strong relationships and promoting deeper understanding.
• Contribute to continuous improvement initiatives, applying innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform.
• Provide independent valuation services to internal and external clients across a wide array of OTC derivative products including rates, credit, equity, FX, inflation, commodity, and volatility / variance swaps
• Produce and analyze valuations on OTC derivatives within client portfolios on a daily basis. This will also involve comparing and analyzing OTC valuations across multiple sources and the candidate should be able to quantify and clearly articulate any valuation movements through the Greeks
• Establish and develop strong relationships with both internal and external clients
• Resolve ad-hoc issues, including queries related to third party valuations, procedures and processes

As a Counterparty Prime Brokerage Coverage Vice President, you will be a key player in managing and mitigating counterparty credit risk.you will employ your exceptional analytical abilities and credit industry knowledge to make informed credit decisions for a diverse client portfolio. You will work in collaboration with business teams to fulfill client credit requests, while maintaining a balance between risk and return for the Firm. Regular monitoring of your portfolio will be required to accurately assign risk ratings to clients and facilities, and you will be expected to uphold a strong culture of compliance at all times.

Job Responsibilities

• Act as the Counterparty Credit Risk Lead to support Prime Brokerage Risk Coverage.
• Identify, analyze, monitor, and escalate counterparty exposures within Prime Brokerage.
• Validate daily risk reports and escalate potential risk concerns to credit officers, senior risk managers, and the front office.
• Serve as the Subject Matter Expert on Prime Brokerage margining methodology and systems.
• Analyze client margining requests, assess margin adequacy against stress exposures and potential risks, and make recommendations for approval.
• Develop in-depth knowledge of prime brokerage clients and formulate views on product risk appetite, reviewing and challenging business stakeholders’ risk-related questions.
• Monitor risk and margin adequacy across top Prime Brokerage clients.
• Develop a strong understanding of the firm’s Counterparty Stress Analysis Framework and apply it to analyze and monitor counterparty exposures within Prime Brokerage.
• Collaborate with business and risk partners on counterparty credit exposure, providing guidance and training on methodology releases or model limitations, and contributing to methodology and policy updates.

Required qualifications, capabilities and skills

• Minimum 5 years in risk management including risk monitoring, margining, stress analysis and regulatory compliance.
• Knowledge of markets and ability to assess impact of market trends on client exposures.
• Strong analytical skills with the ability to work with complex data to make risk recommendations.
• Motivated and strong sense of ownership of the team’s mandate,
• Capability to challenge status quo, looking for ways to do things more efficiently and effectively.
• Excellent writing, presentation and communication skills along with organizational, project management, control and negotiation expertise.
• Ability to perform well under pressure in a demanding environment managing multiple tasks at the same time.
• Expertise in Microsoft Excel, Word, PowerPoint

Preferred qualifications, capabilities and skills

• Proficiency in LLM, Artificial Intelligence, Excel (VBA), SQL, Tableau and Python a plus
• Candidates with experience in Prime Brokerage Risk Management who can make immediate contributions preferred.
• Modeling skills in Excel (VBA), SQL, Tableau and Python a plus