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Job Description
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management firm with client assets of $2.4 trillion. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. Clients include institutions, high-net-worth individuals and retail investors in every major market globally. For individual investors, the business provides retirement products and services plus brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Overview
A critical priority for Asset & Wealth Management is to ensure that a comprehensive set of high-quality data is available to run our business and meet client needs. The Asset & Wealth Management (AWM) Chief Data Office (CDO) was established in 2014 to define AWM’s core data strategy. This includes data for clients and accounts, products, securities prices, transactions and holdings, indexes, benchmarks, performance and analytics. The AWM CDO is positioned in the Asset & Wealth Management Operations division within AWM Center. The AWM CDO Operations team leads data health monitoring and issue resolution. We work with the AWM business and Firm wide CDO to analyze data, establish data quality standards and ensure data governance. We partner with the business and technology to enhance data systems and process solutions.
The Operations Associate in Market Data Analytics (MDA) will be a member of the extended AWM CDO team. The MDA team mission is to support the build-out and ongoing management of a centralized data repository for ESG, funds, corporate and instrument analytic data sourced from third party data vendors and internal sources. The Operations team is an active partner in data on-boarding, quality management, vendor management, data distribution and data governance activities.
The CDO operations data analyst will analyze business requirements to understand the business’ data needs and determine how to best functionally fulfill them. The member will provide input into definition, testing, data quality, and consumer support phases of Market Data Analytics platform. Additional oversight of the Indexes and Benchmarks Exchange (IBEX) program operations will be occasionally required.
Key responsibilities also include defining new data sets, testing data quality, working with consumers to define consumer critical data exceptions, monitoring and researching alerts identified by the MDA Data Quality management functions, coordinating issue resolution with vendors, and building expertise to serve as an in-region SME for data in MDA. Activities will include profiling new data sets, refining data quality parameters, analyzing data quality exceptions, escalating issues to vendors, tracking issue resolution, and coordinating impact advisories with users.
Candidates will be expected to possess and demonstrate solid experience Funds, ESG, Instrument or Party reference and analytics data. Solid analysis and SQL database skills required.
Roles and Responsibilities
- Data SME
- Build data expertise to support analysis of consumer queries and issue resolution
- Become an expert for ESG, funds, corporate and instrument analytic data in MDA
- Develop collaborative relationships with globally distributed MDA, tech, Operations, and vendor contacts as required for successful alignment and delivery of program benefits
- Define Data Quality rules
- Identify recurring patterns of data exceptions.
- Participate in the definition of business rules that automatically identify consumer critical data exceptions and publish alerts to consumers
- Identify opportunities to enhance DQ rule characteristics to flag alerts relevant to consumers
- Consumer Support
- Support consumers queries related to existing and requested product offerings
- Support new consumer onboarding to MDA by analyzing their requirements and steering them to data that meets their functional requirements
- Research issues, identify likely causes and route to relevant parties for resolution
- Analyze and document consumer data usage patterns to identify consumer critical health checks and escalate data exceptions to relevant Consumers
- Data Onboarding Support
- Support onboarding of new products and data to MDA
- Help define data in new data sets
- Test quality of data prior to consumer release
- Data Health Management
- Research data issues identified by consumers or MDA data quality alerts
- Raise vendor data issues to vendor attention by clearly documenting in incident tickets
- Escalate as required to facilitate remediation of urgent data issues.
- Help vendors improve data quality by highlighting recurring patterns, data inconsistencies and potential data health checks or process changes to improve data at source
- Maintain inventory of vendor data incidents, feedbacks and resolution status
- Data Profiling
- Profile new data sets to identify and document characteristics required to build logical data models, data quality checks and exception alerts aligned to consumer priorities
- Participate in DQ parameter calibration of based on daily experience with exception volumes and causes
- IBEX Operations Oversight
- Additional oversight and support of IBEX Operations US team when needed
- Liaison with IBEX Ops team members to strengthen US Ops presence
Key Relationships
- MDA Product Manager & Team Members
- Operations partners
- Vendor contacts
- In-region Consumer Technology and Business teams
- IBEX Index Data Management (Operations) Team
Qualifications
Industry Knowledge
- 5 or more years of experience in Finance, Consulting or Technology industries
- 3 or more years of experience with Asset and Wealth Management products and processes
- Detailed knowledge of instruments, funds, indexes, corporate fundamentals, instrument analytics, risk statistics and/or ESG preferred
Functional Skills
- 5 or more years of experience managing data analysis projects
- Business Analyst experienced with reference data including one or more of instruments, funds, instrument analytics, corporate fundamentals, risk statistics and/or ESG
- Excellent communication skills and proven ability to develop collaborative relationships with business partners are essential
- Superior analytical skills: Quickly define and deconstruct problems. Identify patterns. Identify root causes. Propose multiple solution paths
- Superior organizational and project management skills
- Proactive risk identification and management
- Excellent issue resolution and negotiation skills
- Experience performing four or more of the following functions: business analysis, technical analysis, process flow mapping, vendor management, data health management, data profiling, data modeling
Technical Skills
- Advanced Excel skills required.
- SQL skills required
Delivery Skills
- Track record of setting and achieving challenging goals
- Demonstrated ability to achieve delivery goals without direct control over resources
- Demonstrated ability to prioritize and handle multiple work streams concurrently
- Client focused
Interpersonal Skills
- Builds strong relationships across globally distributed teams
- Demonstrated interpersonal leadership, partnership and influencing skills
- Succinctly presents key findings and implications to senior audiences
Personal Character
- Excellent judgment. Knows when and how to escalate
- Adaptable to working in an evolving and changeable environment
- Perpetually curious. Driven to learn. Driven to excel. Able to self-satisfy
- Committed team member
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
