1+ months

Data Transformation & Operations – Change Management, Associate I

Newark, DE 19711
  • Job Code
    210364499

JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.6 trillion and operations in more than 60 countries. With over 240,000 employees, we serve millions of consumers, small businesses, and many of the world™s most prominent corporate, institutional, and government clients. Our major business units include Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, and Consumer & Community Banking.

CAS Party Reference Data (PRD) is a 350-member global operations team with a presence in US, UK, India, and Poland. Party reference data refers to information about parties (legal entities) and party-to-party relationships. The data is critical for client onboarding, trade execution, risk management, financial analysis, and regulatory reporting. We are on a multi-year journey to transform the way the firm defines, creates, and uses party reference data. The target state will satisfy evolving business and regulatory requirements while improving the client experience and simplifying operations.

The role of Change Management Associate is to support strategic and business change initiatives driven by Reference Data Strategy and Party Reference Data operations. The role is responsible for the following activities:

  • Analyze, design, and implement operating model changes
  • Design and deliver procedures and training to support changes
  • Partner with Global Party Reference Data Process Leads on current state assessment, defining solutions, testing and implementing operating models for Party Creation and maintenance
  • Identify operational synergies with Client Onboarding, KYC and other business stakeholders to eliminate redundant and/or manual processes
  • Business and Operations Stakeholder management
  • Act as the supportive source of knowledge for all Standard Operating Procedures (SOPs) and internal policy documents
  • Partner with Reference Data Strategy, Project, and Technology to implement the future state data models and domains, including defining the target operating model within the Utility
  • Design, deliver, and maintain department procedures, job aids, SharePoint and confluence pages

Skills Required

  • Project Management experience preferred
  • Strong Excel, PowerPoint, SharePoint skills
  • Flexibility to adjust to business needs
  • Ability to communicate effectively across multiple lines of business and various leadership levels
  • Influencing and collaboration skills across global teams
  • Demonstrated ability to obtain SME knowledge of multiple processes
  • Strong time management, organizational skills and effective prioritization skills
  • Experience creating and presenting business updates
  • Clear and timely communication (both verbal and written)

Experience Required

  • Excellent group presentation skills
  • Prior writing experience creating documents, papers, policies or procedures that are professional, comprehensive, and easily understood
  • 5+ years of experience in data management, process management, business process reengineering or related field
  • Project management and change management
  • Process modeling experience in defining new or changes to business and operations processes

Content Areas Preferred

  • Party reference data
  • Client onboarding
  • Know Your Customer (KYC)
  • Regulatory mandates such as MIFID, NCMR, EMIR, CCPA

Keyword: consumer%20banking

JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.6 trillion and operations in more than 60 countries. With over 240,000 employees, we serve millions of consumers, small businesses, and many of the world™s most prominent corporate, institutional, and government clients. Our major business units include Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, and Consumer & Community Banking.

CAS Party Reference Data (PRD) is a 350-member global operations team with a presence in US, UK, India, and Poland. Party reference data refers to information about parties (legal entities) and party-to-party relationships. The data is critical for client onboarding, trade execution, risk management, financial analysis, and regulatory reporting. We are on a multi-year journey to transform the way the firm defines, creates, and uses party reference data. The target state will satisfy evolving business and regulatory requirements while improving the client experience and simplifying operations.

The role of Change Management Associate is to support strategic and business change initiatives driven by Reference Data Strategy and Party Reference Data operations. The role is responsible for the following activities:

  • Analyze, design, and implement operating model changes
  • Design and deliver procedures and training to support changes
  • Partner with Global Party Reference Data Process Leads on current state assessment, defining solutions, testing and implementing operating models for Party Creation and maintenance
  • Identify operational synergies with Client Onboarding, KYC and other business stakeholders to eliminate redundant and/or manual processes
  • Business and Operations Stakeholder management
  • Act as the supportive source of knowledge for all Standard Operating Procedures (SOPs) and internal policy documents
  • Partner with Reference Data Strategy, Project, and Technology to implement the future state data models and domains, including defining the target operating model within the Utility
  • Design, deliver, and maintain department procedures, job aids, SharePoint and confluence pages

Skills Required

  • Project Management experience preferred
  • Strong Excel, PowerPoint, SharePoint skills
  • Flexibility to adjust to business needs
  • Ability to communicate effectively across multiple lines of business and various leadership levels
  • Influencing and collaboration skills across global teams
  • Demonstrated ability to obtain SME knowledge of multiple processes
  • Strong time management, organizational skills and effective prioritization skills
  • Experience creating and presenting business updates
  • Clear and timely communication (both verbal and written)

Experience Required

  • Excellent group presentation skills
  • Prior writing experience creating documents, papers, policies or procedures that are professional, comprehensive, and easily understood
  • 5+ years of experience in data management, process management, business process reengineering or related field
  • Project management and change management
  • Process modeling experience in defining new or changes to business and operations processes

Content Areas Preferred

  • Party reference data
  • Client onboarding
  • Know Your Customer (KYC)
  • Regulatory mandates such as MIFID, NCMR, EMIR, CCPA

Keyword: consumer%20banking
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world™s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants™ and employees™ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world™s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients™ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Categories

Posted: 2022-11-22 Expires: 2023-02-18

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Data Transformation & Operations – Change Management, Associate I

JPMorgan Chase & Co.
Newark, DE 19711

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