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CIB - Custody & Fund Services - Financial Reporting – Business Analyst/Project Manager - Associate

Req #: 180033832
Location: Edinburgh, SCT, UK
Job Category: Investment Banking
Job Description:

Financial Reporting – Business Analyst/Project Manager



About J.P. Morgan Chase & Co.
J.P. Morgan is a leading global financial services firm with assets of $2.1 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, asset management and private equity. Information about J.P. Morgan is available at
About J.P. Morgan Corporate & Investment Bank (CIB)
J.P. Morgan Corporate & Investment Bank possesses all the best-in-class and global elements required to effectively serve our clients into the future.
The Corporate & Investment Bank leads transactions aimed at helping our clients succeed. The support we provide clients ripples through the economy, creating jobs and providing financing for growth and investment domestically and across the globe.
With our breadth of capabilities in Banking, Markets and Investor Services, we provide best-in-class services to companies, governments and institutions globally. Our scale, global presence and balance sheet strength allow us to make markets when others are unable to do so, provide liquidity in tough market conditions and maintain safe custody of client assets through volatile markets
Business Overview:
J.P. Morgan Fund Services provides services including fund accounting, fund administration, Investment Operations, and Transfer Agency to mutual and pension funds
Our businesses operate throughout the world, but with primary locations in the UK, United States, Luxembourg, Ireland and Australia.
Team Description
This role is part of Product Development team who are responsible for delivering strategic change.  The primary team objective is to deliver strategic platforms and models to the operation teams enabling process efficiencies, risk reductions and facilitating a greater scalable business model.  There are numerous programs being managed by the team at any one time, and it is expected that all team members are flexible enough to interchange between multiple project streams where required. 
Job Description
The Product Development team is looking for an experienced Business Analyst/Project Manager to work within the Financial Reporting Program. This is a global, cross-functional program with the objective of implementing an end to end strategic solution for Financial Reporting. The Business Analyst/Project manager will primarily work in the General Ledger stream and will be responsible for working with business, technology and test team partners to identify General Ledger requirements, test the requirements against the vendor tools to identify gaps and recommend/implement solutions. The role will also involve planning and tracking deliverables, managing actions/ issues and ensuring a successful delivery to production.
A lot of your time will be spent liaising with people from different backgrounds across different product areas, from management to developers and other design architects to ensure the programme meets its overall objectives and adds value to the people who'll be using it.
Some of the main responsibilities you can expect to be involved in include:

  • Analyse cross-system financial reporting data to gain insight and identify opportunities for improvement and convert the data analysis into actionable recommendations
  • Work with business areas globally to identify, analyse and document the financial reporting requirements.
  • Consistently strive for global standardisation and challenge outliers
  • Manage
  • Provide consistent updates on the status of progress/issues, risks and concerns to the project lead.
  • Analyse data outputs from the strategic platforms, review results and refine specifications.
Business and Subject Matter Knowledge
  • Financial Reporting core processes
  • Fund Accounting core processes
  • Project execution and delivery
Essential Skills and competencies
  • An understanding of the project management process must be coupled with a detailed understanding of business testing and analysis techniques, communication approaches and methodologies for managing the implementation of change.
  • Ability to understand, learn and devise or apply ideas quickly
  • Ability to elicit, evaluate and critique functional and technical requirements specifications
  • A self-starter with strong problem solving skills
  • Excellent attention to detail with a commitment to quality and continuous improvement
  • A clear communicator (oral, written and presentation) and strong team player
  • Ability to think ahead and anticipate problems, issues and solutions
  • Ability to work as part of a remote global team will be critical
  • Financial Reporting knowledge/experience advantageous
About J.P. Morgan’s Corporate & Investment Bank:
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.  Further information about J.P. Morgan is available at
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.
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