Job Description

Party Reference Data Change Management, Associate

JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.6 trillion and operations in more than 60 countries. With over 240,000 employees, we serve millions of consumers, small businesses, and many of the worlds most prominent corporate, institutional, and government clients. Our major business units include Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, and Consumer & Community Banking.

Party Reference Data is a firmwide function supporting all lines of business. Parties include clients, issuers, obligors, guarantors, counterparties, exchanges, etc. The Utility is responsible for managing party data throughout its lifecycle, from onboarding to disposition. Party reference data is at the heart of every transaction executed by the firm. Reference data connects parties to contracts, parties to accounts, and parties to transactions. JPMC is on a multi-year journey to transform the way we capture, structure, and store party reference data. We are building a scalable, flexible platform to meet evolving business and regulatory demands with the goals of improving the client experience, simplifying operations, and enhancing analytical capabilities.

The role of Party Reference Data Change Management, Associate is to support strategic and business change initiatives driven by Reference Data Strategy and Party Reference Data. The role is responsible for the following activities:

* Define, document, implement and track for reporting purposes a new hire training curriculum for global Party Reference Data Operations
* Utilize internal resources and training tools to outline a repeatable training program for Party Reference Data stakeholders spanning connected domains and LOBs
* Create and administer testing and evaluation process
* Design, deliver, and maintain department procedures and job aids
* Build, maintain, and recertify all training materials, job aids and SharePoint platforms
* Research and recommend training methods with considerations made to training curriculum, demand, and intended audience
* Monitor employee performance and response to training. Report findings to senior management
* Act as the supportive source of knowledge for all Standard Operating Procedures (SOPs) and internal policy documents
* Edit and proofread documents created by other personnel for usability, organization, content, readability, and appropriateness for the intended audience. Suggest and make changes to enhance documents. May provide training to lower level writers as required
* Drive the day-to-day actives to ensure the accuracy, governance, and maintenance of SOPs
* Support the communication and training of SOPs to operational teams
* Track and report monthly metrics on procedure creation and maintenance
* Analyze, design, and implement operating model changes
* Partner with Reference Data Strategy to implement the future state data models and domains, include defining the target operating model within the Utility
* Identify operational synergies with Client Onboarding, KYC and other business stakeholders to eliminate redundant and/or manual processes
* Business and Operations Stakeholder management

Skills Required

* Project Management experience preferred
* Strong Excel, PowerPoint, SharePoint skills
* Flexibility to adjust to business needs
* Ability to communicate effectively across multiple lines of business and various leadership levels
* Influencing and collaboration skills across global teams
* Demonstrated ability to obtain SME knowledge of multiple processes
* Strong time management, organizational skills and effective prioritization skills
* Experience creating and presenting business updates
* Clear and timely communication (both verbal and written)

Experience Required

* Experience creating and executing training curriculum, particularly within a fast-paced agile environment
* Excellent group presentation skills
* Prior writing experience creating documents, papers, policies or procedures that are professional, comprehensive, and easily understood
* 5+ years of experience in data management, process management, business process reengineering or related field
* Project management and change management
* Process modeling experience in defining new or changes to business and operations processes

Content Areas Preferred

* Party reference data
* Client onboarding
* Know Your Customer (KYC)
* Regulatory mandates such as MIFID, NCMR, EMIR, CCPA