JPMorgan Client Reporting – Data Feeds - Operations Analyst 

India, Karnataka, Bengaluru 

325464338

As a Client Reporting Business Analyst, you'll be responsible for operational oversight and control of the data feed aggregation process for Asset Wealth Management. The analyst will have a firm understanding of securities operations, and they will be able to establish new USPB, CWM and JPMA data feed connections with transmission control team, tech partners and outside broker dealers/firms. The analyst will also partner with Operations, Technology and Front/Middle Office to identify and resolve issues associated with data feeds as well as liaise with the Custody Product & Solutions business daily.

Job responsibilities

• Monitor and oversee daily intake and maintenance data feed requests received internally/externally
• Troubleshoot issues with stakeholders who are a part of the front to back business process model
• Attend stakeholder meetings, providing knowledge and input as SME/Product Owner
• Actively analyze, review data and leverage IA tools to refine and streamline function, as needed
• Participate in project initiatives, helping to establish business requirements, perform UAT and implement changes within the team
• Prepare, review and revise Standard Operating Procedures as needed
• Perform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standards
• Processing & validating account opening & various types of maintenance requests on client accounts for the private banking clients
• Responsible for completing the periodic reviews of KYCs.
• Extensive research on additional and updated client details.
• Coordinate with banker for missing documents and details.
• Elaborate and explain the source of wealth for the client.
• Ensure that all requests are completed before cutoff and there is no SLA miss.

Required qualifications, capabilities and skills

• 2-5 years of relevant work experience
• Minimum - Graduate (Preferably BCOM) / Desired- Post Graduate (Preferably MBA in Finance)
• Knowledge of Private Bank products/services
• Knowledgeable of intelligent automation tools/capabilities (i.e. Alteryx, UI Path, Unquork)
• Strong client focus - adhering to response time to client and maintaining high client satisfaction.
• Strong analytical and problem solving skills
• Outstanding attention to detail
• Highly motivated with ability to work independently and in a team environment
• Excellent verbal and written communication skills
• Ability to develop & maintain relationships with business partners
• Ability to think creatively and recommend/implement process improvements
• Candidate should possess strong knowledge on different product types such as LLC, Foundation and Trust, etc.
• High proficiency in Microsoft Office
• Basic knowledge on KYC red flags/ exceptions
• Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
• Adaptability: effectively organize and prioritize work to meet stringent deadlines.
• Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
• Assertiveness Skills: willingness and ability to challenge the status quo and express opinions.