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Party Reference Data Change Management, Associate at JPMorgan Chase Bank, N.A.

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Newark, Delaware





Job Description:

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 world's 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 the Party Reference Data Utility. The role is responsible for the following activities:


  • Collect, analyze, and report out on large and complex data sets relating to Party Reference Data information as to attributes, usage, data quality, touch points
  • Support overall Change team with scoping, analysis, and documentation of new Change initiatives
  • Build, maintain, SharePoint platforms, and reporting models for new programs in reportable dashboards for senior management
  • Drive the day-to-day actives to ensure the accuracy, adoption, governance, and maintenance of data population sets for new and ongoing Change initiatives
  • Support the communication and training of operational teams with the BAU integration of new initiatives
  • Track and report monthly metrics
  • Analyze, design, and implement operating model changes
  • Partner with Reference Data Strategy, Project, and Technology to implement the future state data models and domains, include defining the target operating model within the Utility
  • Identify operational synergies with Party Reference Data BAU teams, Client Onboarding, KYC and other business stakeholders to eliminate redundant and/or manual processes
  • Business and Operations Stakeholder management

Skills Required


  • Advanced Excel, PowerPoint, SharePoint skills
  • Project Management experience preferred
  • 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

  • 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
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.

Equal Opportunity Employer/Disability/Veterans





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