Client Reporting – Data Feeds

2 months ago

bangalore, India JPMorgan Chase & Co. Full time

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 (. 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.

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