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CIB - Document Management Operations - Analyst

Req #: 180003680
Location: London, ENG, UK
Job Category: Operations
Potential Referral Amount: 2500 Pound Sterling (GBP)
Document Management Operations is a global organization supporting Implementation, Service, Legal, Product, Credit, Operations, and RM/Sales organizations in the end-to-end management of the documentation life cycle. The team facilitates a timely, well controlled process from template creation through to the receipt of executed documentation.

We are looking for individuals who have an enthusiasm and passion for driving change, a desire to improve the client experience, and a commitment to service excellence.
This team works with multiple internal partners and clients, across Treasury Services.   Core responsibilities include creating document packages, reviewing existing documentation on file, adhering to internal SLAs and client due dates, ensuring required levels of quality control have been met prior to end state storage in the document repository, and adherence to global procedures, policies and standards. The team will provide subject matter and process expertise in client documentation.    
Key Responsibilities
  • Manage the generation and facilitation of client documentation workflow from the point of client request through documentation creation, collection, and execution, including tracking and escalations as applicable.
  • Reviewing client requests, determining required documentation and searching in house for existing documentation and interpreting documentation requirements as outlined in the policy & procedure and engaging legal when necessary.
  • Compiling Client Documentation packages in line with policy & procedures for product set up.
  • Review and understand document details to identify standard vs. non standard terms, product specific language and/or regulatory disclosure for appropriate metadata archival in the documentation storage repository.
  • Act as facilitator and educator of the Client documentation process for internal and external business partners through the documentation lifecycle.
  • Partner with Internal business partners, such as Legal, Product, Sales/Relationship Managers, Credit, Risk, Implementations and Client Service.
  • Manage issues and ensure appropriate onward escalation and timely resolution.
  • Provide recommendations to address problems, process efficiencies, etc.
  • Undergraduate degree preferred but not essential
  • Experience within the Financial Services Industry
  • Bachelors Degree or equivalent required
  • Paralegal Certificate preferred
  • Knowledge of Treasury Services products and corporate documentation including a broad understanding of legal and corporate documentation, terminology and legal concepts and procedures
  • Analytical mind, able to review and analyze information from multiple sources and determine relevancy to specific issues and route to appropriate business partners
  • Proven ability to independently identify issues, analyze problems and provide viable solutions
  • Excellent verbal, written interpersonal and organizational skills
  • Ability to work under pressure, handle deadlines and manage multiple tasks
  • Ability to follow up on assignments in a timely manner, exercise good judgment and work accurately under pressure
  • Ability to work independently and in a team environment
  • Proven risk awareness and ability to escalate potential risk
  • Interest in learning new skills in a non-static, constantly changing environment
  • Demonstrated self-motivation, initiative and strong customer focus
About J.P. Morgan Corporate & Investment Bank
J.P. Morgan’s Corporate & Investment Bank (CIB) 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.
About J.P. Morgan Chase & Co.
J.P. Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, J.P. Morgan 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 J.P. Morgan Chase & Co. is available at
JPMorgan offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan is an Equal Opportunity Employer.
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