Party Reference Data–Process Re-engineering-Vice President

JP Morgan

Location: Dorset

Job Type: Full time


As a part of the Team, you will identify, assess and document business requirements, partnering with program functional leads and product owners, facilitating multiple projects across globally distributed technology and operations functions to develop and deliver solutions required.

Job responsibilities:

  • Perform workflow and capacity analysis on current state Onboarding processes and develop the future state operating model for each asset class/line of business undergoing adoption.
  • Partner with technology and operations work streams to develop optimal operating models and support business cases where technological infrastructure build / changes are identified
  • Contribute to firmwide transformation initiatives by thinking creatively about how party reference data processes can improve the client experience
  • Identify operational synergies with Client Onboarding, KYC, Document Management and Tax teams to eliminate redundant and/or manual processes
  • Lead analysis / working group meetings with stakeholders including preparation of meeting materials; Documenting current state, future state process / workflows
  • Transitioning processes and controls with appropriate operational readiness

Required qualifications, capabilities and skills:

  • Confident and credible when engaging internally at all levels; you will be dealing with stakeholders of varying degrees of seniority across front office, middle office and technology teams & influencing skills
  • Attention to detail and investigative skills

Preferred qualifications, capabilities and skills:

  • Product knowledge across Corporate and Investment Banking (CIB) Markets, Treasury , Banking and Commercial bank
  • Reference data
  • Client onboarding ; Know Your Customer (KYC)
  • Strong PC skills in Microsoft Suite (e.g. Word, Excel, PowerPoint) required, PowerPoint and Visio skills with ability to create business focused presentations and clear process flows
You’ve got this!