Investor Support Platform Management and Operations, Senior Associate

We have an exciting opportunity for you to work in a fast-paced dynamic environment playing a critical role in maintaining the data quality of client-facing deliverables.

As an Investor Support- Platform and Data Management Operations within JP Morgan Chases 55ip Asset & Wealth Management Technology you will oversee the comprehensive management and daily operations of Client Reporting and Model Management. You will ensure data accuracy and integrity as the Subject Matter Expert in client reporting maintaining a robust control environment for data at 55ip Warehouse. You will partner with various stakeholders to ensure client outcomes are met using data analysis to support decision-making and strategic planning. Your role involves investigating and resolving escalated client issues managing risks related to data quality and overseeing daily work assignments to meet performance objectives. You will lead ad hoc initiatives ensuring sustainable implementation of changes and provide cross-training for continuity in business processes.

Job Responsibilities:

• Serve as the Subject Matter Expert (SME) of data in client reporting by ensuring data accuracy and integrity.
• Maintain a robust control environment for data at 55ip Warehouse Client Reporting including documented controls oversight and procedures. Utilize SQL and Data Quality Tools (e.g. ProDQ) to query and analyze data ensuring comprehensive oversight.
• Collaborate with Technology Product Management Operations and client-facing teams to manage daily operations and drive the evolution of the Platform. Leverage modern Business Intelligence (BI) tools to analyze data trends and provide actionable insights.
• Partner with Technology Accounting Systems Vendor and J. P. Morgan stakeholders to ensure client outcomes are met and business-impacting changes are vetted and communicated proactively. Use data analysis to support decision-making and strategic planning.
• Investigate and resolve escalated client issues through effective collaboration with cross-functional stakeholders. Apply data analysis techniques to identify root causes and develop solutions.
• Proactively manage risks related to data quality timing and report quality partnering with the Product team for process automation. Use SQL. Data quality tools and BI tools to monitor data integrity and mitigate risks.
• Oversee daily work assignments and priorities ensuring goals key performance objectives and SLAs are consistently met. Utilize data analysis to optimize workflows and improve efficiency.
• Lead and manage ad hoc initiatives and projects driving implementation of changes and ensuring sustainability. Employ data-driven insights to guide project direction and outcomes.
• Cross-train and provide backup for other BAU processes (e.g. Model Management) to ensure coverage and continuity. Use data analysis to identify potential gaps and ensure seamless operations.

Required qualifications capabilities and skills

• Formal training or certification on data analytics concepts and 3 years applied experience

• Experience in building processes and managing cross-functional projects that drive business impact within the wealth management / financial services industry.
• Strong proficiency in data analysis with the ability to interpret complex data sets and provide actionable insights. Experience using modern BI tools such as Tableau Power BI or similar platforms to visualize and analyze data trends.
• Advanced skills in SQL for querying analyzing and managing large data sets. Ability to write complex SQL queries to extract and manipulate data for reporting and decision-making purposes.
• Excellent written and verbal communication skills with the ability to convey complex information clearly and concisely to both technical and non-technical stakeholders.
• Exceptional organizational capabilities and attention to detail with the ability to manage multiple tasks and projects simultaneously in a fast-paced environment.
• Strong analytical and problem-solving skills with the ability to think critically and strategically to address operational challenges and improve processes.
• Proven ability to work collaboratively across teams and lead initiatives that require coordination with multiple stakeholders including Technology Operations and Client Services.
• Comfortable with change with a willingness to learn and adapt to new technologies and methodologies.

• Proven track record of effective cross-functional execution owning end-to-end operational workflows and change management

Preferred qualifications capabilities and skills

• Capability of managing multiple work streams concurrently.
• Expert in makes informed decisions while ensuring transparency and stakeholder buy-in.