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CAO Operations Business Analyst - Strategy Associate, Finance Reference Data Adoption

Req #: 170015966
Location: Brooklyn, NY, US
Job Category: Project Management
Potential Referral Amount: 0 US Dollar (USD)

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with 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


The Chief Administrative Office Operations team supports compliance, and manages and maintains reference data to ensure that our customers, employees, and lines of business are in adherence with firm standards and required regulations.


Our mission is to improve the quality of reference data used across the organization and provide compliance operational support across the firm’s global businesses and functions. We are driving a culture of quality and continuous improvement toward the best outcome for client experience, our colleagues and JPMorgan Chase. We do the right thing, even when it’s not the easy thing.


If you're interested in working in an environment where leadership, excellence, integrity, and diversity are among our core principles, then explore the opportunities at J.P. Morgan Chase.


One of the top priorities across the Chief Administrative Office at JPMorgan Chase is to help the firm move toward a more integrated data management strategy.  The mandate of the Reference Data arm of the Chief Administrative Office (CAO) is to manage reference data across the enterprise, establish firmwide reference data governance processes and quality standards, manage all reference data operations teams, and partner with the lines of business to drive alignment to firmwide 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.  Today, CAO—Reference Data comprises a senior leadership team managing ~500 operations, project and strategy staff.


Some of Our most significant internal clients are the Finance & Risk functions of the Firm, including the Finance & Risk Roadmap Program which is a multi-hundred million dollar investment to simplify and upgrade the Firm’s data infrastructure and data management practices for Finance & Risk.  We also work closely with the Firmwide Data Management Program led by the Firm’s Chief Data Officer.


We are recruiting team focused on ensuring that we deliver high quality reference data to consumers in Finance & Risk, by ensuring that the Key Data Providers to the Finance and Risk Aggregators like Finance Risk warehouse and Risk Central, as well as the Consuming Risk and Finance Applications downstream of these Aggregators have adopted Strategic Financial Reference Data and are plugged into the System of Record (RefODS) or an Authoritative Data Source like RDR  for sourcing and validating Financial Reference Data.




  • Build Strong engagement  with stakeholders across LoBs to present and drive the business case for Strategic Financial Reference Data Adoption. 

  • Partner with LoB Technology and Operations teams to frame an approach for Adoption.

  • Liaise with the extended team around DQ Metrics across applications and Feed Certification results, to focus on applications with significant adoption gaps as a priority.

  • Create a comprehensive Plan/Schedule for Adoption across LoB applications and obtain buy-in from relevant stakeholders.

  • Manage Risks/Issues through implementing mitigation measures against each milestone to ensure timely delivery.

  • Lead Cross-LoB SteerCos as well as Project Working groups focused on individual applications to drive the Adoption agenda.

  • Maintain an Adoption Scorecard that covers various work streams of the Program and succinctly provides the management with an accurate and clear status of the Program.

  • Chair and Guide Technically intense working sessions focused on moving some of the consumers of Legacy Financial Reference Data tables to Strategic Alternatives.


    This role requires close interaction with Finance and Risk, Technology and Operations teams.  Success requires a commitment to driving change— in particular, aspiring candidates must possess four key attributes:

  • Strong Project Management acumen. Ability to lead multiple concurrent work streams.

  • Excellent Analytical skills, including superior capabilities for synthesis and presentation of complex data.

  • Executive presentation and Reporting dexterity. The role will demand chairing SteerCos attended by several Tech and Ops Executives.

  • Understanding of the key finance and risk disciplines, including financial reporting, credit risk, market risk, model risk, liquidity risk, interest rate risk, etc. so as to be able to understand the implications and impact to these functions due to inaccurate Data .

  • Knowledge of data sources and repositories related to these key finance and risk disciplines, or ability to rapidly assimilate knowledge about them.

  • Ability to understand technology with respect to data management, e.g., data flows/lineage, requirements and functional specification documents; and consensus-building and communication skills sufficiently powerful to drive 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 desirable.

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.
In addition:
  • 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 solutions. Adeptness with MS Excel is important.
  • 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.  Prior experience in a Tech-related function in Finance and/or Risk would be a huge asset.
  • 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 levels.
  • Presentation Skills: Good  knowledge and comfort with PowerPoint/PitchPro.
    This and related positions will be based at Brooklyn’s MetroTech Center.  Travel to midtown on a regular basis to work with others in CAO, Finance & Risk and Firmwide Data Management should be expected.
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