cib operations - Documentation management operations - analystJPMorgan Chase

Job Description:
Organization Description
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Client Onboarding and Documentation (CO&D) is responsible for critical client documentation and is comprised of Client Tax Operations, Documentation Management Operations, Wholesale KYC Operations (WKO), and supported by the Client Experience and Firmwide Collateral Transformation and Controls teams. Streamlining, digitization and consumption of client data and documents in a manner that is standardized, scalable, accessible and controlled is a primary goal, especially through the technology platforms used across these services
Employer Description
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Job Description
Documentation Management Operations is responsible across CIB client contract and authorized party solution to capture data, distribute, provide search and enable reporting. Lines of Business rely on business-critical information found in a wide variety of document types. Documentation Management Operations leads a framework that enhances information accessibility, promotes organized collaboration via workflow processes and secures content in all its forms.
Responsibilities:
Consolidate all Line of Business (LOB) files by Client Level
Organize, read, label, index, inventories and file each document by file level in the respective filing room
Implementation of maintenance, storage, retention, retrieval and destruction of records and documents
Understand documentation processes in details and actively challenge status quo
General understanding of and execute internal Documentation Management Procedural guidelines, Records Management Policies (as well as related internal procedures and standards) in accordance with local and global principles.
Drive the implementation and execution of global Documentation Management Operations mandates and objectives
Work closely with multiple lines of business and review the records submitted by Clients, Business or Operations partners for accuracy / completeness / compliance with internal procedures and local regulations
Provide operational support to supply audit / compliance / regulator with query handling, documentation, analysis as required.
Design, monitor, review and develop efficient record filing schemes, systems and workflow by working closely with multiple functions and teams for thorough identification of documentation related responsibilities
Ensure Standard Operating Procedures are updated reflecting the latest process.
Prepare MIS as required by senior management
Identify and communicate business partner requirements and escalate outstanding issues in a timely manner
Previous experiences related to or a deep understanding of local regulations on records management requirement would be an advantage, but not mandatorily required
Qualifications and Requirements:
Preferably 2-3 years working experience in financial institution
University degree
Self-starter, strong desire to learn the business and go the extra mile
Strong command of English (reading, oral and written)
Well versed in Excel, SharePoint and/or Visio
Team player who can work independently.
Exceptional critical thinking, analytical, project management and communication skills
Possess sense of urgency, ownership, excellent analytical and problem-solving skills, ability to synthesize large amounts of information and propose recommendations
Ability to adapt to a rapidly changing business environment and execute accordingly on change
Individual must be results driven, have attention to detail, has passion for driving best practices, and skilled at diplomatically breaking down barriers and obstacles
Physical demands: There may be need to carry documents related loads up to 25 pounds
About Us:
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team:
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
JPMorgan Chase

Philippines
Permanent
Full-time