Overview
The Treasury and the Chief Investment Office (TCIO) within JPMorgan is responsible for firm wide asset and liability management for one of the world’s largest global financial institutions. Because it sits at the very center of the firm, TCIO directly influences the composition of the firm’s balance sheet as well the activities of the firm’s four main lines of business (LOBs): Asset & Wealth Management, Commercial Banking, Corporate & Investment Bank, and Consumer & Community Banking.
The Corporate Treasury Middle Office (CTMO) is part of the TCIO organization and supports the Firm in liquidity and structural interest rate risk (SIRR) reporting. Key responsibilities include:
Overseeing the operating model that supports the aggregation of data used in the Firm’s risk reporting process (i.e. balance sheet detail, forecasts, and assumptions). This includes the execution of key data integrity controls, reconciliations, adjustments, and analytics.
Coordinating the production of several Firmwide, LOB, and Legal Entity level risk reports (i.e. 6G, LCR, Stress, EaR, DV01, EVS) by agreed upon deadlines. This involves working with contacts globally to quickly research and explain variances in key risk measures and to facilitate sign-off by senior risk stakeholders prior to report distribution internally and to regulators.
Partnering with internal data source providers and risk stakeholders across all lines of business to complete data investigations and resolve data quality issues with the goal of improving the timeliness and accuracy of all risk reporting on a continual basis.
Responding to internal or regulatory requests to complete ad hoc data analysis or produce custom reports as needed.
The team is comprised of ~100 people with locations in North America (Delaware, Jersey City, and NYC), Europe (London, Warsaw) and Asia (Hong Kong, India).
Role Description
The Analyst will work with the global team to coordinate the execution of key projects impacting all locations. The Analyst will be expected to:
Assist on large projects including creating project plans and scorecards, tracking progress on key milestones, and supporting stakeholder communications.
Collaborate with the Firmwide team to support the extended organization’s understanding of updates in the intelligent solution workspace, facilitating efforts to monitor and report productivity improvements and cost savings.
Support the development of the organization’s Intelligent Automation capabilities by working with regional managers to promote an Intelligent Solution (IS) charter, assist in training and solution design workshops, and help organize a global forum to track and prioritize initiatives while ensuring compliance with the Firm’s IA policy.
Design and build intelligent solutions utilizing the Firm’s IS toolset including Python, Alteryx, Tableau, UiPath, and RPA, as needed.
Qualifications
Degree in a Technological, Data Science or Finance related field and at least 1 years’ experience working in a financial oriented role. Prior project management experience including planning and managing a project end to end, working with Agile methods and previous experience using Jira. Prior experience leveraging Tableau for data visualization, including managing requirements for data sourcing and access management. Strong analytical and quantitative skills, critical thinking, investigative problem-solving and decision-making talents. Ability to work under pressure, prioritize, multitask, and bring tasks to complete closure. Organized and able to execute responsibilities with minimal supervision. Strong written and verbal communication skills with ability to prepare executive level presentations. Ability to work across teams and drive initiatives forward.