Margin & Collateral Analyst jobs at Jpmorgan in United States, Tampa

Job Responsibilities

• Maintain daily and/or monthly business data requirements for productivity and availability (aggregate, review results, refine and report on trends)
• Analyze current reporting outputs and develop refined views in line with operational needs
• Create and/or maintain monthly business reviews and site level data across multiple work streams
• Onboard and Off board users by completing all needed system requirements, and retain evidence
• Interface with other operations locations to complete ad-hoc data inquiries
• Participate on projects aimed at enhancing operational efficiencies as identified through multiple channels
• Utilize SharePoint and Reports Dashboard Administration / Recertification's
• Be a FinTech point of contact for operations (monitor completions, stakeholder reporting)
• Maintain procedure updates (intake, review, completion, communication)
• Support Ad-Hoc request related to Resiliency and Audit Requests for Information
• Provide general business support for the Global Fraud Prevention Team related to ongoing projects

Required Qualifications, Capabilities, and Skills

• Superior Microsoft Office skills to include highly proficient in data aggregation, analysis, visualization and communication tools such as Excel, PowerPoint, Teams, SharePoint, Outlook
• Strong organizational skills – ability to take strategic direction and independently develop and manage task, taking full accountability and ownership
• Critical thinking and the ability to work independently as single contributor while managing time and deliverables
• Minimum 2 years in a business analyst role with similar responsibilities
• Excellent English language communication skills (oral, comprehension & written)
• Collaborative Interpersonal and Influence skills
• Experience in Corporate & Investment Bank business function i.e. Global Markets, Middle Office, Wholesale Payments or Securities Services
• Ability to work remotely with all appropriate technology assets is required

Preferred Qualifications, Capabilities, and Skills

• Personal Certifications in Data, Business or Project Management skills
• LMM, Tableau and/or Alteryx experience
• General knowledge of internal company banking products in fraud related environments and company internal system platforms

Monday - Friday 9:00 am - 6:00 pm (normal is 40 hours weekly) subject to change as business needs evolve) - in local office, in person is required for this role, Occasional extended or weekend coverage as needed by operations

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

• 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Job Responsibilities:

• Advance the business analysis and reporting agenda by providing efficiency recommendations based on forecasting and capacity planning insights.
• Use analytic tools to inform the business of risks and opportunities and prepare detailed business analysis to explain performance results.
• Develop cross-functional knowledge to understand performance and trends impacting decision-making on business strategies.
• Manage the monthly Performance Review process, producing the monthly performance deck and providing actionable recommendations.
• Partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling.
• Analyze FTE Saves and benefits of business initiatives such as technology enhancements and productivity improvements.
• Identify opportunities and deploy advanced analyses at scale for CIB Client Onboarding & Service functions.
• Develop a deep understanding of systems and processes to extract insights from existing data and recommend enhancements.
• Build trusted relationships with stakeholders, cross-functional partners, and leadership.
• Create executive-level presentations using PowerPoint PitchPro+.
• Communicate effectively with business partners to drive project next steps.

Required Qualifications, Capabilities, and Skills:

• 2 years of experience in business analysis, reporting, Capacity Planning, and/or Workforce Management.
• Strong quantitative and problem-solving skills with the ability to multi-task in a fast-paced environment.
• Excellent interpersonal and communication skills.
• Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
• Excellent problem-solving and critical thinking skills with the ability to interpret and present complex data.
• Bachelor’s degree in a business discipline, quantitative, or related field (Data Analytics, Finance, Computer Science, etc.).

Preferred Qualifications, Skills, and Capabilities:

• 3 years of experience in using data technology to solve complex business problems.
• Hands-on expertise in multiple Business Intelligence toolsets and database platforms.
• Tableau and SQL/coding experience.
• Knowledge of Alteryx, Python/R, and Qlik Sense.
• Knowledge and experience with various analytical, modeling, and statistical methodologies.

Lead the forefront of innovative solutions analysis in a dynamic tech environment, driving success through expertise in data analytics and technical program delivery.

As a Lead Solutions Analyst in Payments Technology group, you will play a central role in driving the success of our technical program delivery. Your deep understanding of applications, platforms, and products will position you as a key bridge between product owners, business, operations, and software developers. Utilizing advanced analytical reasoning and technical fluency, you will translate complex business requirements into well-structured and technically feasible solutions. You will make data-informed decisions and provide strategic insights to support key business initiatives. As a technical subject matter expert, you'll navigate ambiguity, manage change effectively, and communicate compellingly with diverse stakeholder audiences to ensure the highest quality and professionalism in service delivery.

Job responsibilities

• Lead the elicitation, documentation, and validation of business and data flow requirements, ensuring alignment with stakeholder expectations and technical feasibility
• Develop and maintain comprehensive knowledge of industry trends, emerging technologies, and best practices to provide strategic guidance and innovative solutions for complex projects
• Model the design and implementation of technical solutions, ensuring seamless integration with existing systems and infrastructure
• Utilize advanced data analytics techniques to extract insights from large, diverse datasets, driving data-informed decision-making and supporting key business initiatives
• Mentor and guide team members in the application of technical writing and analytical reasoning skills, fostering a culture of continuous learning and improvement

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in solutions analysis, technical program delivery, or a related field
• Demonstrated expertise in data analysis and data application, including hands-on experience with major data visualization platforms
• Advanced knowledge of data analytics techniques, with experience in developing and interpreting models, diagrams, and data-driven insights
• Proven ability to apply technical fluency in current and relevant platforms, software tools, and technologies to drive innovative solutions
• Strong track record of leading through change, navigating ambiguous situations, and managing dependencies in complex projects

Preferred qualifications, capabilities, and skills

• Experience working with Payments
• Experience analyzing requirements and working sucessfully with developers

DESCRIPTION:

Duties: Consult with stakeholders to determine system requirements and document acceptance criteria into user stories. Configure customized system solutions that meet business needs and specifications. Perform detailed analysis on multiple projects, recommend potential business solutions and ensure successful implementations. Complete all required documentation and functions necessary for code promotions to various environments, per corporate compliance standards. Act as a liaison to the end users, internal partner applications, vendors and engineers. Execute production verification for assigned projects post go-live. Analyze current architecture of the application and provide suggestions and approach to be taken to meet the requirement for the enhancement, business requirement or regulatory changes. Create the architectural diagram and detailed design document to support the enhancement and new requirements and collaborate with cross-functional teams like Architects, Data Base Administrators, Testers and Operations Teams to support the changes and obtain specific requirements. Integrate process and code changes worked upon by different teams. Support the development and testing teams for the changes being completed as the subject matter expert for the project. Utilize technical skillset to write requirements, write functional test cases, develop and execute tests when needed. Participate in end-to-end reviews for the project in order to comply with Global Change Management Policies for application changes being planned as Subject Matter Expert and review to fulfill various Audit and Compliance requirements. Drive decisions regarding data flows and document data flows for use by all stakeholders. Develop and execute functional test cases. Understand and drive project timelines within the core project team, but also with external partners. Coordinate and Drive partner development and testing. Maintain project documents for traceability and audits.

QUALIFICATIONS:

Minimum education and experience required: Master's Degree in Computer Science, Computer Information Systems, or related field of study plus 1 year of experience in the job offered or as Business Analyst, Developer User Interface, IT Administrator, or related occupation.

Skills Required: This position requires experience with the following: Conducting comprehensive analysis and preparation of requirements for HP Non-Stop COBOL, Screen COBOL, Tandem Advanced Command Language (TACL) programs and Control-M; Developing comprehensive requirements for code development and infrastructure setup for HP Nonstop and Open-Source System platforms; Working on the development of Kubernetes Platform including Oracle Services, Mercury Simple Storage Services, Java applications, and REST controllers; utilizing the Spring framework, RESTful web services for processing HTTP requests and JSON object communication; Interpreting and converting the National Automated Clearing House Association (NACHA) Operating Rules and Guidelines into precise technical requirements for critical Automated Clearing House payment processing systems; Employing HP Non-Stop tool Viewpoint; Managing the promotion of code using tools including GIT Bitbucket with JIRA integration, Jenkins Pipeline, and ServiceNow; Implementing Agile Scrum methodologies, including sprint planning, daily stand-ups, sprint demonstrations, sprint retrospectives, and backlog refinement.

Job Location: 10410 Highland Manor Drive, Tampa, FL 33610.

As a Solutions Analyst III in Payment Investigations, you will aid in bridging the gap between product owners, business, operations, and software developers by leveraging your technical fluency and strong analytical reasoning skills to stand up a new, cloud native application. Your responsibilities will include eliciting and documenting business and data flow requirements, translating them into well-structured and technically feasible solutions. Your adaptability and ability to lead through change will enable you to navigate complex situations and manage dependencies effectively. With a strong foundation in data analytics and technical solutions, you will contribute to the development of innovative architecture designs and data-driven insights that guide business decisions. Your excellent communication skills, both verbal and written, will ensure clear and concise information exchange with diverse stakeholder audiences, fostering collaboration and alignment across departments.

Job responsibilities

• Elicit and document comprehensive business and data flow requirements by engaging with product owners, business stakeholders, and technical teams to ensure alignment and feasibility
• Translate complex business requirements into well-structured technical solutions, leveraging data analytics and technical knowledge to optimize system performance and scalability
• Conduct in-depth data analysis and interpretation to identify trends, gaps, and opportunities, providing actionable insights that support decision-making and key business initiatives
• Collaborate with cross-functional teams to develop and maintain architecture designs, policies, standards, and governance processes that align technology with business strategy
• Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of best practices and innovative solutions to address evolving business needs

Required qualifications, capabilities, and skills

• 3+ years of experience or equivalent expertise in solutions analysis, technical program delivery, or a related field
• Demonstrated proficiency in data analytics, including experience with data extraction, modeling, and interpretation to support strategic decision-making
• Advanced data visualization capabilities, with hands-on experience in implementing and managing BI dashboards
• Strong technical writing skills, with a proven track record of translating complex information into clear and concise documentation for diverse stakeholderaudiences
• Advanced knowledge of data fluency, including experience in handling large, diverse data sets and generating insights to drive business objectives

Preferred qualifications, capabilities, and skills

• Knowledge of payments processing
• Experience with payment investigations
• Understanding of cloud technologies