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Client Data Associate I
1 week ago
Associate - WKO Data & Reporting
The Wholesale KYC Operations Data & Reporting Organization is responsible for developing and managing a converged, unified, consistent & sustainable Data & Reporting solution for WKO.
The WKO Data & Reporting Organization is responsible for Regulatory, Controls, Operations & Ad hoc reporting including the ongoing optimization stemming from redundant data consolidation and normalization activities to generate reportingResponsibilities:
- Collaborate with the LOB, Consumers, and Technology to deliver reporting needs for WKO consumers across Production Operational, Controls, Executive and Regulatory commitments.
- Coordinate with LOB Business Leads, Reference Data Domain Leads and KYC Solutions to understand data quality issues related to KYC and Reference Data sourced within OSKAR, EDH and any other WKO Data stores leverage for Data & Reporting
- Document processes and procedures to leading and delivering ongoing reporting including leveraging a strong control framework to ensure privacy & accuracy of reporting
- Define companywide metrics and relevant data sources; Select, configure & implement analytics solutions
- Drive all analytics operations to correct discrepancies and ensure quality
- Extract reports from multiple sources (e.g. operations, IT, customer feedback)
- Build systems to transform raw data into actionable business insights and KYC committed relations
- Monitor progress against project plans until completion and delivery
- Provide regular status updates to management; develop presentations and materials
- Building technology solutions to aggregate data and develop metrics;
- Harness a consistent approach to optimize the data & reporting landscape to rightsize the footprint
Requirements:
- A bachelor's degree is required; qualified Computer Science, Statistics, Data Management or a related field is a preference
- 5+ years' experience with an experience in Data & Reporting Operations, Data Management, Analytics and Business Analysis experience is key. Focus in the Data Analytics / Data Management space highly preferred
- Strong analytical / critical thinking and problemsolving skills; able to develop and clearly present drawn conclusions & potential solutions with consideration to inherent risks
- Excellent technical knowledge on Microsoft BI tools like Visual studio, SQL Server, Excel and SAP BO, Oracle, Sql developer.
- Experience on data visualization / analytics tools
- Tableau, Qlikview, Alteryx, Qliksense.
- Exposure and experience in data interrogation tools: SQL, Alteryx, Qliksense, Tableau, SAS, Python, etc
- Ability to communicate effectively at many levels of the organization including synthesizing key messages for senior management
- Ability to multitask, work under tight deadlines, and quickly adjust to changing priorities
- Capability to work both independently with strong follow through and adapt to team environment
- Analytical skills and strong organizational abilities; Attention to detail & Problemsolving aptitude
- Highly energetic selfstarter with a focus on obtaining results
- Ability to lead and influence without having positional authority in order to progress initiatives
- Subject Matter Expertise across KYC, AML & Client Reference Data is a plus
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.
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 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.
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