Client Onboarding and Documentation (CO&D) is a global initiative in JP Morgan that spans the Investment Bank, Global Corporate Bank, Treasury and Securities Services. The objective is to implement a standardized and consistent client onboarding service across the wholesale bank in order to deliver world class client experience.
As a Business Analyst within the Client Onboarding team, you will be tasked with the development and maintenance of strategic workflow program deliverables. Your role will involve ensuring that project deliverables meet the agreed-upon business requirements. Leveraging your understanding of both business needs and system construction and usage, you will create functional designs across various applications.
Job responsibilities:
- Manage requirements elaboration milestones for implementation and adoption of new KYC Standards
- Collaborate with KYC Operations Users and Senior managers across LOBs and work streams to ensure consistency for cross-platform workflow functional design
- Partner with KYC Operations, Business Users and Process Reengineering teams to ensure alignment of processes to the system functionality
- Conduct interviews to gather customer requirements via workshops, questionnaires, surveys, workflow storyboards, use cases, scenarios and other methods
- Ensure timely completion of requirements gathering milestones and story writing
- Effectively translate business requirements into value-added, comprehensive solutions that will feed into test plans using appropriate processes, procedures and technology
- Translate conceptual customer requirements into functional requirements in a clear manner that is to developers / project team
- Ensure JIRA backlog is consistently being built, allowing to fill at least a sprint worth of capacity at any given time
- Maintain/enhance requirements gathering model that enables smooth adoption of the system by KYC Operations
- Engage strongly at all levels of the cross-functional stakeholder team and technology team. Align system design to operating model
- Escalate and resolve impediments. Also Manage the implementation of new functionality through training sessions, demos, that will contribute to training material development
Required qualifications, capabilities and skills
- Minimum 8years experience in a business analysis role program and/or project management in the banking/ financial industry
- Advanced Business Process Modelling and analysis techniques including production of Use Case Models, detailed Use Cases, Activity Diagrams, State Diagrams and Logical design Models
- Experience on global / multi-site projects including facilitation of workshops with remote participants and rationalization of regional requirements, Software Development methodologies, especially Agile and advanced knowledge of Microsoft Office, i.e., Excel, Word, Visio, Powerpoint, etc.
- Have an open attitude towards sharing ideas and knowledge
- A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through
- Excellent listening, written and verbal communication skills, including facilitation, presentation and production of documentation appropriate to an audience
- The ability to shift perspective from high level 'Big Picture' to low-level detail , to multi-task, work under tight deadlines, and quickly adjust to changing priorities
- Present and absorb complex ideas quickly and accurately
- The ability to work within a large team and work independently as well as part of a team
JPMorganChase, 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. Morgan and Chase brands. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
