Apply Now    

CIB -WCOB KYC and Reporting WHEM Business Analyst

Req #: 170113453
Location: Tampa, FL, US
Job Category: Project Management
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.


This role is with the WCOB Support Team which sits in the CIB CAO Product Development Group. The team supports a global CIB multi-functional user base (~5,000 users) covering WCOB Operations, Sales and Compliance functions engaged with KYC due diligence requirements for both the onboarding of new business as well as the remediation of existing clients.


The team resolves business application queries for all users of the CIB CAO Controls application suite, partnering with the appropriate Technology teams to resolve issues of a technical nature.


The team is also responsible for; Creation of MIS reporting and the ongoing support of existing reports, Application training, Coordination of global “Model Office” testing. 


The team has a global presence in 7 locations (Singapore, Hong Kong, Bangalore, Bournemouth, Brooklyn, Tampa, Sao Paolo). The WHEM Lead role will manage WCOB Support team resources located in Brooklyn, Tampa and Sao Paolo and report to the global head of the WCOB Support Team in Bournemouth.


Team Core Responsibilities

  • Resolve user issues for  the CIB CAO Controls application suite (12 apps)
  • ·     Identify issue themes and manage them through to resolution, ensuring clear communication and escalation
  •       Prioritize and maintain oversight of application issues being addressed by Technology

  •       Ensure that the Business teams maintain a good understanding of the application suite through active stakeholder engagement and the production and delivery of training materials and user guides

  • Production of new MIS reports based on requirements from the business
  • Support of existing reports.    
  • Analyse reporting to automate and drive new reporting requirements to existing dashboards
  • Review all application change releases and provide updated documentation and training for business users
  • Providing application expertise to project teams within Product Development to ensure smooth roll-out of technical and operational changes

Primary Skills / Experience Required

  • Bachelor degree or relevant work experience
  • 3+ years of managerial experience
  • Coaching and development experience with leading teams
  • Experience of MIS reporting, SQL and Business Objects highly
  • Analyse current business process (as-is) to understand the business needs and to determine how to best full fill 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
  • Knowledge of 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 in dealing with Technology stakeholders
  • Business application and business requirements and process knowledge
  • Experience of working on structured project/program lifecycles
  • Experience in Robotics / Automation
  • Experience of facilitation of workshops with remote participants
  • User/Application support function highly desirable

Soft Skills

  •     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 the audience
  •          The ability to shift perspective from high level 'Big Picture' to low-level detail
  •          Good prioritisation and time management
  •          The ability to present and absorb complex ideas quickly and accurately
  •          The ability to provide solutions to a tight deadline
  •          Self-managing
  •          Passion for the agenda:  strong desire to make a quick impact to the organization
  •          Partnership and relationship management:  must have ability to develop and maintain strong partnerships with numerous teams and key stakeholders
  •          Team player



Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.