דרושים Trade Lifecycle Associate - Broker Dealer Market Operations ב-גיי פי מורגן ב-Philippines, Quezon City

As a Business Analysis Senior Associate within the Performance, Reporting, and Insights Team, you will collaborate closely with the Relationship & Governance Leads and the Operations business unit to support the delivery of business requirements related to reporting and data analysis. You will execute reporting governance activities and actively contribute to the development of reporting automation initiatives. Utilizing your expertise in big data querying and modeling, you will compile data to narrate the challenges and propose solutions. You will apply automation skills using tools such as JIRA, Confluence, UiPath, and Alteryx. Additionally, you will be responsible for conducting QA/testing of new solutions and enhancements, as well as solution re-certification, ensuring the reporting inventory remains accurate and consistently meets business needs.

Job Responsibilities:

• Gathering of reporting requirements and creation of business requirement document (BRD)
• Reporting Solution Development using Tableau, Looker
• Supporting developers on dashboard creation/modification
• Testing/QA of new reporting solutions or enhancements
• Troubleshooting of solution issues and support on break-fix.
• Recertifying of existing reporting solutions
• Adhering to Reporting Governance
• Providing descriptive, diagnostic, predictive, and prescriptive analysis to support business problems and decision-making
• Putting together data analysis in a compelling story
• Lead implementation and usage of UiPath or other emerging automation technologies
• Partner with Governance Lead on execution of reporting governance activities

Required qualifications, capabilities and skills

• 6+ years in a business analytics or data analytics-related role supporting Contact Centre Operations.
• Demonstrated ability to perform descriptive, diagnostic, predictive and prescriptive data analysis
• Hands on experience in data wrangling tools (ie SQL, Alteryx) and Salesforce Report/Dashboard.
• Deep experience in JIRA/Confluence, Sharepoint Designer, UiPath, Alteryx
• Advanced excel skills (ie. Index Match, xlookup, Analysis Toolpak, VBA, etc)
• Working knowledge of various data modeling and statistical tools (ie. Python)
• Strong data visualisation skills and ability to tell a compelling data story.
• Strong analytical and problem-solving skills, communication skills (verbal and written), and presentation skills.
• Ability to articulate complex data to non-data users in a way that would be easily understood
• Excellent user of MS Office products (Powerpoint, Excel, etc)
• Ability to manage own workload and deliverables.

Preferred qualifications, capabilities and skills

• SQL and Alteryx Certification

As a Wealth Management-IPB Cash-Team Leader within J.P. Morgan Asset & Wealth Management, you will manage day-to-day cash operations for Private Bank clients, ensuring compliance with regulatory requirements and optimizing processes. You will collaborate with global teams to drive transformation and innovation, while promoting a collaborative and inclusive work environment.

Job Responsibilities:

• Manage day-to-day operations, including monitoring and processing cash movements, managing exceptions, and enriching client money transfers.
• Support investigations into payment issues, handle fund returns and amendments, and ensure compliance with regulatory reporting requirements for EU and Asia.
• Contribute to process optimization by supporting operational model changes, managing error reports, and leveraging AI/ML and other advanced technologies.
• Assist in meeting market/currency deadlines, handling exceptions and escalations, training, operational controls, and policy adherence.
• Collaborate with Client Services, Bankers, Treasury Services, and other Operations organizations to enhance client experience.
• Support the transformation agenda and work with global teams to drive innovation.
• Assist in effective communication and influence within the team and with stakeholders.
• Operate effectively in a high-volume, rapid-paced, deadline-oriented environment.
• Proactively manage escalations, promote process improvement ideas, share best practices, manage risk, identify issues, and escalate as necessary.
• Support the creation of an effective control environment, assist in developing, implementing, and periodically performing key controls.

Required qualifications, capabilities, and skills:

• Experience in Financial Services, Operations, or management in Investment Banking or Wealth Management operations.
• Strong ability to build relationships and influence colleagues, business leaders, and functional partners.
• Strong industry experience with an understanding of standards.
• Consultative approach, understanding and anticipating business partner needs.
• Collaborate effectively with Operations Leaders and key partners.
• Drive critical thinking, proactively seek out best practices.
• Highly motivated individual with problem-solving abilities and transformation expertise.

Preferred qualifications, capabilities, and skills:

• Graduate Degree; MBA or other postgraduate degree is preferred.
• Knowledge of various automation tools and AI/ML understanding.
• Willingness to work in US, ASIA & EMEA shifts.
• Excellent written and verbal communication skills.
• Good analytical skills with attention to detail, quick grasping, and retention.
• Coordination and teamwork; Exception handling and subject matter expertise.
• Time management, flexibility, and adaptability to changes.

Job Responsibilities

• Drive project deliverables by proactively engaging team members and stakeholders to advance the HL Roadmap.
• Partner with Area Product Owners and product teams to refine product backlog and execute the product roadmap.
• Define and present feature strategies, writing epics, user stories, and acceptance criteria for agile development.
• Participate in all agile events as an active product group team member.
• Execute timely Production Validations and conduct lessons learned to improve future processes.
• Generate and maintain business requirements, process maps, and flows as needed.
• Serve as a Subject Matter Resource by understanding relevant environments and scope.
• Collaborate with interfacing teams to evaluate dependencies, requirements, and schedules.
• Conduct elaboration sessions to refine requirements and capture customer needs beyond initial questionnaires.
• Identify, communicate, and escalate risks, blockers, and impacts to ensure timely project delivery.
• Manage existing product features and lead research, definition, and development of new features to advance the roadmap.

Required Qualifications, Capabilities, and Skills

• Experience in business analysis or product management roles using agile methods
• Experience developing business requirements, writing user stories, and creating testing conditions and validation criteria
• Demonstrated ability to work independently and self-direct tasks
• Strong collaboration skills with experience coordinating across business and technology teams
• Proficiency in Microsoft Office Suite, including Excel, Word, Visio, and PowerPoint
• Working knowledge of agile processes and principles, including agile project management tools (Confluence, Align, JIRA)
• Experience managing agile, cross-functional teams through influence
• Strong oral and written communication skills
• Analytical and problem-solving skills
• Ability to work in Eastern Standard Time hours and overlap with India Standard Time as needed
• Experience in consumer-facing technology product launches

Preferred Qualifications, Capabilities, and Skills

• Understanding of US Mortgage drivers and broader business context
• Familiarity with API, ETL, Kafka, and AWS Cloud infrastructure
• Knowledge of applications used in Home Lending Servicing environments
• Experience in product management focused on technology products
• Ability to communicate and influence across various organizational levels
• Leadership skills in driving product vision and strategy
• Experience in research, definition, and development of new product features

TENURE:

• Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

PERFORMANCE:

• Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

As an Optimization Senior Associate in Shared Services – Client Onboarding & Service, you will be part of the Optimization, Insights, & Development team focused on delivering measurable process improvements. You will lead tactical initiatives from intake to implementation, collaborating with stakeholders to enhance efficiency and experiences. You will use proven methodologies to drive change and ensure compliance with firmwide standards. Your role will empower you to make a meaningful impact across operations.

Job Responsibilities

• Identify inefficient, manual, or redundant processes and lead improvement efforts
• Manage initiatives from problem definition through implementation and post-delivery measurement
• Apply methodologies such as Lean, Six Sigma, or Agile based on the problem statement
• Define KPIs and deliver quantifiable results reflecting business outcomes
• Engage partners and stakeholders across functions to drive alignment and remove barriers
• Create and maintain clear documentation, tailoring materials for various audiences
• Ensure all process changes comply with firmwide policies, risk controls, and compliance standards
• Share insights and best practices to support continuous improvement across Shared Services

Required Qualifications, Capabilities, and Skills

• Experience gathering and analyzing complex processes with business risk comprehension
• Proven ability to manage projects from inception to completion, ensuring timely delivery
• Experience applying process improvement methodologies such as Lean, Six Sigma, or Kaizen
• Excellent communication and interpersonal skills for effective teamwork
• Strong analytical skills with proficiency in data analysis
• Flexibility to adapt to changing business needs and environments
• Commitment to continuous improvement and personal growth

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s or higher degree
• Advanced skills in business analysis, design, development, testing, and deployment
• Certification in Lean Six Sigma (Green Belt or Black Belt) is a plus

As a Strategic Analytics Associate within the risk team, you will generate insightful analytics and provide recommendations to the business regarding strategy development, implementation, operational controls, and performance monitoring.

Job Responsibilities:

• Develop and maintain periodic analytics to provide management with full insight into emerging trends and the quality of the originated accounts.
• Attain a detailed understanding of key performance metrics and profitability drivers, enabling the delivery of insights encompassing the full account lifecycle.
• Acquire an understanding of the operational processes (e.g., manual underwriting, portfolio management, collections) which will aid in understanding acquisition performance drivers.
• Conduct ad hoc analytics and contribute to various projects representing Risk Management.

Required Qualifications, Capabilities, and Skills:

• BS degree and minimum 3 years of Risk Management or other quantitative experience required.
• Background in statistics, econometrics, or other quantitative field required.
• Advanced understanding of SAS, SAS Enterprise Miner, or other decision tree software.
• Ability to query large amounts of data and transform the raw data into actionable management information.
• Familiarity with risk analytic techniques.
• Strong analytical and problem-solving abilities.
• Strong written and oral communication skills.
• Experience delivering recommendations to management.

As a Data Management Senior Associate within the Consumer & Community Banking (CCB) Data Use Council & AI/ML Governance teams, you will coordinate with requesters and Control Partners from Controls, Legal, Compliance, and Risk to evaluate data use requests and present assessments to the firm's Chief Data and Analytics Officer (CDAO). You will identify legal, contractual, operational, and reputational risks, focusing on AI/ML and emerging technologies. This role supports the CCB AI Governance Program Office, ensuring effective oversight of related Standards and Procedures.

Job Responsibilities:

• Oversee AI/ML use cases for compliance, establishing robust governance structures.
• Collaborate with CDAO and stakeholders to implement monitoring systems and assess risks.
• Demonstrate leadership and communication skills, with a background in governance and controls.
• Prioritize AI data use requests against product roadmaps, key deadlines, project go-live dates, and risk assessments.
• Coordinate review with key stakeholders and senior management, presenting AI data request overviews and risks.
• Work with internal clients (Digital, Marketing, Consumer Banking, Modeling, and management) to evaluate data use requests and identify necessary business requirements, guardrails, conditions, or controls.
• Establish AI communication and documentation team practices, including governance procedures, business informational sites, and workflows.
• Establish enhanced AI Metric Reporting and Oversight, supporting quality control reviews.
• Partner with Control Management to implement enhanced GenAI Use Case monitoring.

Required Qualifications, Capabilities, and Skills:

• Project Management skills.
• Strategic thinking and planning skills, with abilities to drive innovation.
• Highly developed analytical skills and excellent attention to detail.
• Ability to communicate ideas effectively, both orally and written, to employees and executives.
• Ability to meet deadlines and handle multiple priorities and projects effectively.
• Quality-focused work ethic, effectively responding to rapidly changing business needs.
• Proactive self-starter with leadership and interpersonal skills.

Preferred Qualifications, Capabilities, and Skills:

• Bachelor’s degree in business, legal, decision science, data management, or related field with 3-5 years’ experience in those fields.
• Experience with technical concepts and working with technical staff as needed.
• Knowledge of PII, metadata, and other data management concepts.
• Proficiency in Microsoft Word, Excel, PowerPoint.
• Prior experience with Data Governance, Estimation/Modeling Development, Legal, Compliance, Privacy, Risk, Controls, or Audit.

As an Underwriting Specialist in Private Banking Mortgage, you will play a critical role in supporting the mortgage business through comprehensive underwriting analysis. You will review and enter loan information, analyze income and credit, and assess collateral and financial statements to determine credit risk. You will partner with internal teams to resolve exceptions and ensure loans progress to final decisions, all while adhering to regulatory timelines. You will leverage your expertise to identify risks, suggest process enhancements, and contribute to a culture of accuracy and compliance.

Job Responsibilities:

• Achieve daily production targets and complete priority reviews within stipulated timelines
• Maintain process accuracy targets, ensuring less than 5% high QA error rate, and uphold high hygiene standards by following all process controls without lapses
• Assist in data collection and report preparation on various metrics to support business initiatives
• Identify and escalate issues, exceptions, and procedure gaps to management for timely resolution
• Interact with global stakeholders to resolve process issues and enhance process controls
• Allocate 90% of productive time to processing and 10% to business initiatives, reporting, and training activities
• Suggest process enhancements and automations for improved controls, and perform periodic risk and controls analysis with the team
• Review and enter loan information according to current underwriting guidelines, ensuring accuracy and compliance
• Analyze income by reviewing and validating US documents for debt-to-income ratio calculations, and conduct credit analysis including review of credit reports, scores, and public records in adherence to FACT ACT and FCRA regulations
• Analyze personal financial statements and asset statements to determine liquidity and leverage ratios, and assess collateral risks by reviewing purchase contracts, addendums, and property appraisal reports
• Coordinate with Mortgage Solutions Team and other internal teams to develop necessary credit information, add and review relevant underwriting conditions, resolve exceptional scenarios, identify credit risks and collateral variances, and ensure adherence to the 30-day timeline for all credit decisions per Regulation B (ECOA).

Required qualifications, capabilities and skills:

• Bachelor’s degree in Business, Finance, Accounting, or related field
• Two years of mortgage underwriting experience in US mortgage loan originations
• Experience reviewing and analyzing US financial documents, including asset statements, personal financial statements, profit and loss statements, personal tax returns, and credit reports
• Exposure to production management, work allocation, prioritization, exception handling, and process documentation
• Thorough understanding of all stages of the mortgage originations life cycle
• Expertise in mortgage underwriting concepts, ratios, and calculation methods, including debt-to-income, loan-to-value, liquidity, and leverage ratios
• Working knowledge of major US mortgage regulations

Preferred qualifications, capabilities, and skills:

• Three years of mortgage underwriting experience in US mortgage loan originations
• Advanced proficiency in risk and controls analysis
• Experience collaborating with global teams
• Strong analytical skills with attention to detail
• Effective time management and adaptability to US, Asia, and EMEA shifts
• Excellent communication and teamwork skills
• Proven ability to suggest process enhancements and automations