JPMorgan CIB Operations - Documentation Management Analyst Record 

China, Shanghai 

895498214

Digital Document Services (DDS) is part of Corporate & Investment Bank (CIB) Operations that supports documentation management functions for businesses throughout the CIB. To adhere to the Data Risk Management Policy, DDSis implementing a common global operating model for the end-to-end lifecycle of client documentation across CIB inclusive of people, process, and technology while continuing to support our business partners and meet regulatory requirements in a controlledmanner.

Job Responsibilities

• Monitor the incoming requests and queries from various stakeholders.

• Validate the document based on Firm’s guidelines, such as signature verification and client call back.

• Review existing document available that can be leveraged to support the validation, including reference to public available information platform to confirm the authorized signers where applicable.

• Index document into approved Firm’s repositories according to SOP to ensure the accuracy of metadata tagging.

• Understand processes in details and actively challenge status quo.

• Record and track the status of each case including but not limited to special approval according to approval matrix, reporting and escalating to service recipient and other internal stakeholders.

• General understanding of and execute internal procedural guidelines, policies (as well as related internal procedures and standards) in accordance with local and global principles.

• Work with data owners on documents handling while maintaining a centralized inventory.

• Prepare MIS report as required by consolidating various data source according to pre-defined report logic.

• Identify and communicate business partner requirements and escalate outstanding issues in a timely manner.

• Ensure Standard Operating Procedures are updated reflecting the latest process.

• Design, monitor, review and develop efficient client documents handling process, systems, and workflow by working closely with multiple functions and teams for thorough identification of responsibilities.

• Provide operational support to supply audit / compliance / regulator with query handling, analysis as required.

• Previous experiences related to or a deep understanding of local regulations/legal guideline on client documentation requirement would be an advantage, but not mandatory.

• Drive the implementation and execution of global DDS mandates and objectives.

Required qualifications, capabilities, and skills

• Degree or Diploma Holder

• Strong verbal and written communication skills and a good command of spoken and written English. Mandarin, additional language proficiencies an advantage.

• Strong computer skills using MS Office, notably, Excel, Sharepoint (Data Management skills an advantage)

• Detail-orientated. Acting in accurate, meticulous and time-conscious manner.

• Ability to multi-task, identify priorities, work independently and excellent execution mentality

• Must be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary

Preferred qualifications, capabilities, and skills

• Possess sense of urgency, ownership, excellent analytical and problem-solving skills, ability to synthesize large amounts of information and propose recommendations

• Knowledge/skills of machine learning/data science theory, techniques, and tools an advantage

• Keep abreast of regulatory reforms in derivatives markets and capital markets