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Wealth Management - Client Onboarding Team - Business Data Specialist

Req #: 170120786
Location: Geneva, GE, CH
Job Category: Operations
Job Description:

J.P. Morgan Asset 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.


Our Business


J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion.


With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides ultra high net worth and high net worth clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.


J.P.Morgan (Suisse) SA (JPMS) is seeking a Business Data Analyst, to join the Onboarding team based in Geneva and provide analysis and support in order to continue to implement operating model improvements that enhance customer experience and deliver ongoing efficiencies within a strong control environment.  The team is looking for an individual who can bring the talent and expertise to support production of Management Information (MI) and the generation of operational insights that enable to the platform to identify and deliver strategic and operational improvements.

This role involves frequent interaction with stakeholders in the and support functions both locally and globally in a fast-paced team environment, as well as the opportunity to work on specific strategic projects.  The role will include, but is not limited to:

  • Leading development of an efficient MI capability
  • Managing Data Client Analysis
  • Building sustainable reports in order to ensure data quality
  • Building Executive reports to facilitate decisions
  • Supporting and providing precise and accurate information with regards to Client Information and KYC
  • Support Strategic Data Reservoir Program
  • Defining the ‘tobe’ MI plateform for Client Data Analysis
  • Identifying tactical and strategic opportunities to improve quality, timeliness and cost of MI provision
  • Conducting analysis to understand business drivers, drive insights, and identify opportunities to improve results
  • Supporting management by providing timely, accurate information on client information
  • Preparing for regular business reviews with senior management and other committees
  • Coordinating initiatives across regions to bring global consistency in processes, systems and best practices
  • Researching and resolve data issues and answer queries from management and other key stakeholders
  • Escalating and / or resolving team issues; track and measure recurring themes for systemic issues and opportunities
  • Liaising with Legal, Risk, Compliance, Front Office and Tech on certain project Perform other office management tasks as needed

Required Knowledge, Skills and Attributes:

  • Strong and Proven Analytical Skills
  • IT expert on Database, MI, Query and Data mining
  • Data model design
  • Excellent communication skills: Listening to Stakeholders
  • Proactive, strategic thinker
  • Takes initiative to identify and articulate solutions without constant supervision
  • Focused, with a tenacity to resolve issues and conflicts
  • Flexible and able to work in a fast-paced environment to effectively meet deadlines
  • Excellent interpersonal and communication skills
  • Strong sense of accountability and ownership
  • High energy and enthusiasm required to partner with multiple stakeholders
  • Pro-active self-starter
  • Ability to work effectively in a team environment and ability to adapt to a rapidly changing business and technological environment
  • Affable, with a high tolerance for ambiguity
  • Ability to deal with highly confidential information in a professional manner

Education and Experience:

  • 5 to 10 years of relevant experience
  • Fluency in English is essential and any additional language skills would be an advantage
  • Specific industry related experience preferred
  • IT skills (Query, Database, MIS tools, etc…)
  • Strong Microsoft Office skills, in particular with Excel, Powerpoint, Access
  • Knowledge of Appway would be an advantage

A background in a professional consulting environment preferred


JPMorgan Chase & Co. offers extensive training and development opportunities, an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

If you would like to pursue a career with JPMorgan Chase & Co.’s Operational Risk Department in Geneva, please apply online providing a cover letter and CV in English.


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