IMOS Information and Change Management - Client Reporting - Project Manager and Business Analyst

Job Description

CIB Operations IMOS Change Management Client Reporting - Project Manager and Business AnalystAbout J.P. MorganJPMorgan Chase is a leading global financial services firm dealing with clients in over 100 countries globally. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. The firm serves millions of consumers and many of the world s most prominent corporate, institutional and government clients.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.If youre interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase.Investment Middle Office Departmental Outline: JPMorgan Chase s Investment Middle Office (IMOS) acts as the Middle Office for our clients across a range of products, including but not limited to Listed Securities, Cash, ETDs, OTCs, Repos, Bank Loans and CFDsIMOS deals with all stages of the lifecycle for each product from broker matching, management of the client s custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).IMOS Information and Change Management (ICM) team within IMOS operations plays a key role governing and implementing operational changes to Middle Office services. The team is responsible for delivery of time critical and high impact programs involving operational processes and efficiencies.Programs managed include changes related to regulations, process re-engineering, client changes, technology changes and operating model changes. Team also focuses on challenging the current processes and leveraging self service automation tools like Alteryx, Xceptor and Tableau to develop and run optimal operational servicesRole & Responsibilities:The focus of the role will be primarily on managing the reporting changes for IMOS clients and related third parties. This will includeParticipate/ lead discussions with client and internal stakeholders on the target operating model for reportingCollaborate with My Reports product and technology to define reporting requirements based on client inputsCoordinate with implementation team to confirm the inventory of reports for client and related third partiesDocument business requirement based on the interaction with internal and external stakeholdersOrganise and provide demo of the Reporting tool to internal and external stakeholdersPublish periodical progress update on the operational readiness for reporting related changesPerform testing on the set up of new reports and confirm the expected outputValidate client requirements based on the available report functions and options in the Reporting system. Ensure minimum data required before passing the requirements to the Ops reporting team for configurationPerform walkthrough with internal and external stakeholders on the finalised reporting requirementMaintain robust standard operating policies (SOPs), procedures and guidelines to meet change control standards and principlesAttend regular project working group meeting between Operations, Product and technologyPromptly highlight risk and issues to the stakeholders. Ensure mitigation of all issues.Ensure documentation controls for all reporting changes managed by the teamRun periodical sessions with operations to share progress updates and next steps.Address operation s queries on any aspect of client reporting and providing clarification on reporting tool functionalityLeverage opportunities for automating any part of the process using Tableau, Alteryx and XceptorTo be successful, you will need:Detail-oriented with strong organizational and prioritization skills. Ability to work independently showing initiative and problem solving, while working within a team environmentStrong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives , across multiple locationsAttested track record of successfully working to deadlines, with accountability and responsibility for independent workloadExcellent problem solving skills to identify, understand and address operational and technical issuesExperience of Investment Operations (Trades, Cash and Reconciliations) workflowAbility to work across functionally with technology, service, product and other operations teamsAbility to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the stakeholder expectationsStrong knowledge of Microsoft Office including Excel, PowerPoint, SharePoint, Visio and Project; experience in process flow analysis/mapping. Knowledge of Alteryx, Tableau and Xceptor a definite plus.Excellent analytical, and problem-solving skills as well as understanding complex flowsSelf-starter with ability to learn quicklyJ.P. Morgan is an equal opportunity employer and is committed to providing a working environment that embraces and values diversity and inclusion.,

Keyskills :
change controlreporting toolproblem solvingmicrosoft officeclient reportingcorporate eventsautomation toolschange managementwealth managementinvestment banking