JPMorgan Chase & Co.

Wholesale Credit Transformation (WCT): Financial Data Product Strategy - Associate

Posted on: 27 Jan 2021

Plano, TX

Job Description

Wholesale Credit Transformation (WCT) Overview

JPMorgan Chase & Co. is a leading global financial services firm with assets over $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing and asset management.

The Wholesale Credit Transformation team is a division of Corporate Risk, responsible for reshaping the end-to-end Credit experience across the firms Wholesale business units (Corporate and Investment Bank, Commercial Bank, Asset Wealth Management and Business Banking). The team drives Wholesale Credit transformation initiatives and develops solutions to deliver operational efficiencies, better decision making and improved controls across risk management processes. Focusing on both emerging regulations and developed credit risk issues, the team conceptualizes and designs and manages new products, reengineers existing products and drives strategic business process changes.

The team is comprised of motivated, forward thinking and high-talent individuals with a singular focus of delivering innovative solutions. The team works across all Wholesale lines of business and partners closely with stakeholders in Credit Risk Management, Corporate Technology, Bankers, Finance, Model Research and Development, Data Science, Reporting and Analytics and Operations.

ROLE SUMMARY

Key responsibilities include:

* Develop product expertise and become a power-user of the firms strategic financial spreading platform; leading regular product demonstrations, showcases and user training
* Participate in the content creation of product material, including user guides, training videos, how-to-videos, guidelines and procedural documentation
* Cultivate strong relationships with users of the firms strategic financial spreading platform to elicit feedback, enhancements, concerns and requests for product enhancements
* Perform detailed analysis to evaluate issues/requests and determine most appropriate options/solutions, working closely with Product Owners and development teams to provide solutions
* Participate in product development process, including documentation of business requirements, system enhancements, user stories and quality assurance testing
* Contribute to the product roadmap and prioritization of key functionality required by users with responsibilities for managing product backlog and providing status update

ESSENTIAL EXPERIENCE

The role requires the following skills and personality traits:

* Business analysis experience, including the creation of documentation to support product development (e.g., business requirements, functional specifications)
* Desire to leverage technology to solve business problems and participate in large-scale change the bank initiatives

QUALIFICATION / SKILLS

* 2+ years of business analysis experience
* Requires strong documentation skills with superior attention to detail
* Requires strong interpersonal skills to contribute in a team environment across departments, locations and multiple time zones
* Requires effective verbal and communication skills with ability to present to large working groups over telepresence
* Advanced proficiency in MS Excel and use of advanced data manipulation functions
* Intermediate proficiency with MS Office suite (Word, PPT, Visio)
* Experience with using SQL perform deep dives and analytics to surface valuable insight
* Applicants must be self-motivated and willing to pro-actively educate themselves in search of the best solutions
* Ability to grasp large amounts of information, and a curiosity to ask appropriate questions to fully develop business and functional requirements
* Ability to work a flexible schedule, overlapping with New Yorks business hours
* Preferred experience in credit
* Preferred experience providing Production Support for software applications post-implementation
* Preferred experience performing application testing (QA, SIT, UAT)
* Preferred experience with AGILE methodologies, JIRA, and producing user stories
* Eagerness to contribute in a fast-paced, outcome-oriented environment
* Bachelors or higher degree

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.