JPMorgan Chase & Co. (NYSE:
JPM) is a leading global financial services firm with assets of $2.6 trillion
and operations worldwide. The firm is a leader in investment banking, financial
services for consumers and small business, commercial banking, financial
transaction processing, and asset management. A component of the Dow Jones
Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the
United States and many of the world's most prominent corporate, institutional
and government clients under its J.P. Morgan and Chase brands. Information about
JPMorgan Chase & Co. is available at http://www.jpmorganchase.com/.
One of the top priorities across the Chief Administrative
Office (CAO) at JPMorgan Chase is to help the firm move toward a more integrated
data management strategy. The mandate of the CAO Reference Data Operations team
is to manage reference data across the enterprise, establish firm-wide reference
data governance processes and quality standards, manage all reference data
operations teams, and partner with the lines of business to drive alignment to
firm-wide reference data standards. Our businesses and corporate groups rely on
reference data to facilitate and execute transactions, support our clients,
identify potential risks, and meet regulatory requirements.
The Financial & Product Reference Data Operations team
manages reference data operations for financial reference data (the Data Domains
for chart of accounts, legal entities/internal parties, business unit, etc.) and
reference data for the Products and Services Data Domain. With respect to the
latter Domain, the team will initially define a strategy and target-state
operating model for how product reference data will be structured, maintained,
distributed and consumed. This will include a heavy emphasis on the Finance and
Risk organizations, and also the lines of business. Developing an integrated
reference data management strategy for product and services across Finance and
Risk functions, regions and lines of business will be challenging and complex,
requiring building a good understanding of data architecture/flows and use cases
for reference data use in all the Finance and Risk analysis and reporting
The team’s work on in the Product and Services reference
data Domain will include:
Identifying existing product and services reference data,
including where sourced, stored and consumed, implicitly and
Understanding how data flows from the transaction
processing/product systems, is mapped into Finance and Risk repositories, and
its ultimate use in the key finance and risk disciplines.
Determining key users, and understanding use cases for
product and services reference data in Finance and Risk, including a focus on
analysis and reporting issues that would be solved through improved reference
data and associated processes.
Defining a strategy for how product and services reference
data will be structured, maintained, distributed and consumed, and associated
with data flowing from the transaction processing/product systems, to present
standardized data set(s).
Designing the target-state operating model to maintain and
distribute the reference data.
Determining how to drive adoption technologically with
data providers and for data consumers, including guiding development of formal
business requirements, where necessary.
Designing and executing an ongoing data quality program
for product and services reference data.
Executing on the target-state operating model and adoption
We are seeking high-performing candidates to help build
out and play a foundational role within the team, led by the Head of Financial
and Product Reference Data Operations. As this role requires extensive
interaction with finance, risk, lines of business and data governance/operations
organizations, relationship management and excellent senior management-level
communication skills are critical. In particular, successful candidates will
possess at least two of four key attributes:
Prior exposure to some of the key finance and risk
disciplines, including financial reporting, risk reporting, credit risk, market
risk, model risk, liquidity risk, interest rate risk, etc.
Some knowledge of data sources and repositories related to
these key finance and risk disciplines.
A deeply analytical mindset and strong intellect,
plus an emerging ability to communicate clearly complex topics in
PowerPoint and spoken form.
Ability to participate in driving technological and
operating model change.
The ideal candidate will also have strong client
management and senior management-level communication skills, experience
structuring and scoping complex problems, and the ability to apply a range of
analytical tools to develop solutions to those problems. Very strong critical
and creative thinking skills and a willingness to work with ambiguity must be
demonstrated. Previous experience driving strategic and tactical process
improvement initiatives in data/technology-heavy functions/programs is highly
Execute one to two strategic and operational initiatives
Structure and execute initiatives by developing work
plans, gathering and synthesizing relevant data, leading analyses and developing
Conduct interviews with key contacts in Finance, Risk and
IT/Data across the organization to rapidly gain working knowledge of key finance
and risk disciplines.
Perform analysis to test hypotheses and develop
opportunities (including data gathering, modeling and synthesis of
Develop and refine recommended solutions to address issues
and capture opportunities, including business architecture, and providing strong
vision/direction to IT architecture, including guiding development of formal
business requirements, where necessary.
In addition to transformational solutions, develop
sustainable programs around data quality.
Present findings/analysis and recommendations to senior
Achieve measurable targets as established in program
charters, and ensure program success.
Collaborate with cross-functional stakeholders in driving
Achieve measurable targets as established in an
initiative’s charter, and ensure project success, e.g., for data
Actively contribute to the knowledge and skill base of the
The ideal candidate will have an undergraduate
degree with a relevant subject major, from a good school, plus 3–5 years
financial services experience, some of which has been either at a management
consulting firm or in an internal transformational role, with data, technology
and operations experience blended with knowledge of key finance and risk
disciplines. Exposure to or involvement with data management and/or data
quality programs is preferred, but not required.
Experience in the financial services industry
and/or financial industry knowledge is essential, and knowledge of key
finance and risk disciplines is highly desirable.
Problem solving skills: Strong ability
to rapidly learn the intricacies of an unfamiliar process, structure and scope
complex problems, apply a range of analytical tools, gain and synthesize
insights, and develop actionable recommendations
Analytical skills: Highly analytical,
with experience in defining analytical approaches for projects and collecting,
analyzing, and synthesizing data from multiple sources to develop actionable
Comfort with Data and Technology:
Prior experience functioning in roles and functions that are highly data-driven
and that required understanding of data models and flows, and technology
architecture as related to business requirements, including comfort interacting
with internal technology teams.
Project management skills: Ability to
manage own workstreams, create workable workstream plans and execute on such
plans. Must be able to meet commitments and balance competing
Client management skills: Demonstrated
ability to closely partner with line managers and other stakeholders in
Reference Data Operations, finance, risk, lines of business and
Communications skills: Strong written
and oral executive-level communications skills, including the ability to quickly
convey complex topics in easily understood formats.
Teamwork skills: Flexible work style,
be able to work with stakeholders and colleagues at all
Superior knowledge and comfort with Excel and
Minimal to no travel required.
Note that this is not a program/project
management role, nor is it data management governance/policy/
standards-related. It is about driving practical solutions for a use-case-based
agenda via data and technology architecture and