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Business Analysis & Reporting Analyst

Req #: 180010895
Location: Tampa, FL, US
Job Category: Operations
Potential Referral Amount: US Dollar (USD)


Wholesale Client Onboarding (WCOB) is a global initiative in JP Morgan that spans the Investment Bank, Global Corporate Bank, Treasury and Securities Services. The objective is to implement a standardized and consistent client onboarding service across the wholesale bank in order to deliver world class client experience.
As Business Analyst on Product Design and Development team, you will be responsible for the product development of the strategic Client Onboarding tool for Corporate and Investment Bank (CIB) and ensuring that the project deliverables fulfill the business's agreed requirements.
You will be expected to combine knowledge of what the business wants with knowledge of how the systems are built and used to create functional designs across applications.
This role will include:
  • Detailed analysis and documentation of both functional and non-functional business needs to create business requirements
  • Analyze current business process to understand the business needs and to determine how to best fulfill those needs via system and process
  • Liaise with the Compliance,  KYC Operations, Front Offices Sales, Risk and Privacy teams to ensure alignment and understanding of new KYC or user requirements. This includes running workshops to elicit their requirements
  • Work closely with Technology partners to ensure requirements are built as expected
  • Timely escalation and resolution of issues
  • Preparation of wire frames to represent current and to-be UI
  • Conducting gap analysis between current and to-be requirements
  • Preparation of process flows that demonstrate alignment of system functionality to the operational process
  • Perform demonstrations of the COLT system


  • Process modeling: Analyze current business process (as-is) to understand the business needs and to determine how to best fulfill those needs via system and process (to-be)
  • Strong knowledge of Client On-Boarding process/lifecycle and experience of such projects within a top tier Financial Institution
  • Repeated and demonstrable experience in defining business requirements with the focus being on meeting business needs from an operational perspective rather than technical
  • 3+  years as a Business Analyst - very proficient in Visio, flow charting and MS Office tools
  • Experience of working on projects which deliver business applications to operations teams including rolling out improvements to existing processes
  • Experience on global / multi-site projects including facilitation of workshops with remote participants and rationalization of regional requirements
  • Experience working with Agile SDLC and capturing user requirements in User Stories in tools like JIRA is highly desirable
Soft Skills
  • Have an open attitude towards sharing ideas and knowledge
  • A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through
  • Excellent listening, written and verbal communication skills, including facilitation, presentation and production of documentation appropriate to an audience
  • The ability to shift perspective from high level 'Big Picture' to low-level detail
  • Good prioritization and time management
  • The ability to present and absorb complex ideas quickly and accurately
  • The ability to provide solutions to a tight deadline
  • The ability to work within a large team
  • The ability to work independently as well as part of a team
  • Ability to work effectively as a member of a team
  • A self confident and authoritative manner
  • Having COLT Onboarding or CDD experience is an advantage.


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