AWM – Wealth Management – Client Data Specialist – Operations Analyst

AWM – Wealth Management – Client Data Specialist – Operations Analyst

  • Anywhere

Company Name:-
JPMorgan Chase Bank, N.A.

Job Location:-
Mumbai, Maharashtra

Job Summary:-
The main purpose of the Client Information Maintenance Team is to perform various maintenance on existing (Custody/DDA/Brokerage) accounts on various accounting and brokerage platforms for PB clients.

Brokerage execution accounts are also added by the team.

Request must be submitted by an Authorized individual and/or Teams are processed for all product types including Fiduciary, Deposit, Asset Brokerage and IM.

The role requires someone with the ability to work in a complex data environment as well as the ability to partner with the business to find creative solutions to problems and provide actionable information to business leaders.

This individual is responsible for meeting the organization’s need for management information, reporting, and analysis .

Candidates must possess advanced problem solving skills, the willingness to learn, and the ability to effectively communicate findings verbally and in written/presentation format.

The ideal candidate is a critical thinker that will thrive in a fast-paced, competitive environment and will mesh well with a team that prides itself on attention to detail and results.

Duties:
Assure the integrity of data, including data extraction, manipulation, analysis, and remediation
Ability to review client documentations to determine and remediate client data discrepancies
Review and confirm data lineages
Obtain and document approvals for data consumed
Log, manage and drive resolution of data quality issues
Implement data quality controls and processes to promptly respond to data problems
Oversight and reporting of data quality issues
Analyze data and review reports to provide insights and recommendations
Perform statistical analysis and advanced root cause analysis to identify areas of opportunity and make strategic recommendations
Qualifications
Bachelor’s Degree in Business Administration or Finance or equivalent work experience
Experience working on projects preferred
Data management experience preferred
Ability to effectively prioritize and multi-task in fast paced, team-based environment
Strong analytical and problem solving skills
Detail and control oriented
Excellent time management and organizational skillsJPMorgan Chase & Co.

, one of the oldest financial institutions,

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