Apply Now    

Wealth Management - Data Remediation - Operations Analyst

Req #: 170115548
Location: Hyderabad, AP, IN
Job Category: Asset Management
Job Description:


J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.



·         Operational Analyst – Band 406



*Duplicates are identified based demographic information, including Name, Date of Birth, SSN/TIN and Address
*Remediation team to review client documentation to confirm the ECIs represent the same individual
*Documentation, MOL and additional demographic reviews and updates are completed on the surviving ECI in preparation for the merge
*Reduce the creation of duplicates and improve the ability to identify and remediate more timely as well as capturing the number of requests processed for the MIS/Reporting purposes.


* Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types & involve in effective transfer of knowledge



  • Processing & validating client onboarding, account opening & various types of maintenance requests on client accounts for the private banking clients.
  • Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types.
  • Handling all miscellaneous requests related to the process & assist the team with research & investigation as required.
  • Ability to review the SOPs of the process & incorporate the necessary changes/updates as required.  Updation of other process related information (eg. Procedural changes, Errors, MIS reports).  Sharing the updates/changes made effectively with the team.
  • Effective transfer of knowledge & new learnings encountered in the process with the team.
  • Good on MIS & Reporting requirements.
  • 100 % adherence to procedures to ensure that there is not bad client experience.
  • Ensure adherence to operational procedures to complete task in an accurate and timely manner.
  • To provide processing support for effective and efficient process delivery.
  • Maintain optimal Productivity & Accuracy levels as defined for the process.
  • Ensure timely follow-ups on the pending/ageing requests, if any.
  • Ensure that all requests are completed before cutoff and there is no SLA miss.
  • Capture the details of the requests processed on a daily basis for the MIS/Reporting purposes.




·         Minimum qualifications Graduate (Bachelor’s Degree in Commerce/other related background) with •    Good Product & Process Knowledge, Ability to perform Research & Investigation, Good Problem Solving & Analytical Skills, MIS & Reporting Skills, Ability to Transfer Knowledge, Identify opportunities for process improvement/improve efficiency.

·         Minimum experience Min 3+ years experience in Financial Services environment

·         Key competencies must indicate competencies essential to do the job:

o    Good end to end knowledge of the process & ability to transfer the knowledge effectively.

o    Good problem solving, analytical & reporting skills.

o    This role requires meticulous attention to detail.

o    Ensure adherence of operational procedures to complete task in an accurate and timely manner.

o    An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential.

    • Flexible to work shifts (primarily NA), overtime and on holidays.
    • Knowledge of MS Word, MS Excel, MS PowerPoint & MS Outlook.

o    Ability to work in a deadline driven environment.

o    A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through.

o    Client focused.

o    Good time management skills

o    Uses initiative & readily questions.

o    Must be very detailed oriented.

o    Excellent written & spoken English communication skills.

o    An appreciation of control and quality issues.

o    Strong team player and has the capacity to build good working relationships with cross functional/geographical teams

    • Result oriented, accepting responsibilities and challenges that take them outside their comfort zone
    • Risk aware & Control orientated.
    • Escalate timely as & when required.

o    Support the team in their mission to provide top quality operations.

o    Document procedures and identify requirements for additional controls.

o    Completion of daily checklist and reporting.

o    Establish excellent relationships with various internal departments and external parties with whom interaction is required.

o    Actively work with the team to resolve exceptions. Prepare case notes and discuss learning's with team.

o    Look for opportunities to improve process efficiency.


Apply Now    
Link for schema

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Other Information

Apply Using LinkedIn

You can also apply using your LinkedIn® profile. It may save you some time because your information will be automatically transferred into our system. Just click on the LinkedIn logo when you get to the application screen and follow the directions.

Submit an Updated Résumé

During the application process, be sure you have an up-to-date copy of your Résumé, your cover letter and any other documentation you would like to submit.