Client Onboarding and Documentation (CO&D) is a global initiative in JP Morgan that spans the Investment Bank, Global Corporate Bank, Treasury and Securities Services. The objective is to implement a standardized and consistent client onboarding service across the wholesale bank in order to deliver world class client experience.
As a Business Analyst, you will be responsible for the development and the maintenance of strategic workflow program deliverables within the Client Onboarding space and ensuring that the project deliverables fulfil the business's agreed requirements. You will be expected to combine knowledge of what the business wants with knowledge of how the systems are built and used to create functional designs across applications.
Job Responsibilities
- Manage requirements elaboration milestones for implementation and adoption of new KYC Standards
- Collaborate with KYC Operations Users and Senior managers across LOBs and work streams to ensure consistency for cross-platform workflow functional design
- Partner with KYC Operations, Business Users and Process Reengineering teams to ensure alignment of processes to the system functionality
- Conduct interviews to gather customer requirements via workshops, questionnaires, surveys, workflow storyboards, use cases, scenarios and other methods
- Ensure timely completion of requirements gathering milestones and story writing
- Effectively translate business requirements into value-added, comprehensive solutions that will feed into test plans using appropriate processes, procedures and technology
- Translate conceptual customer requirements into functional requirements in a clear manner that is to developers / project team
- Ensure JIRA backlog is consistently being built, allowing to fill at least a sprint worth of capacity at any given time
- Maintain/enhance requirements gathering model that enables smooth adoption of the system by KYC Operations
- Engage at all levels of the cross-functional stakeholder team and technology team.Align system design to operating model.Timely escalation and resolution of impediments
- Manage the implementation of new functionality through training sessions, demos, that will contribute to training material development
Required qualifications, skills, and capabilities
- 8 years+ experience in a business analysis role program and/or project management in the banking/ financial industry
- Advanced Business Process Modelling and analysis techniques including production of Use Case Models, detailed Use Cases, Activity Diagrams, State Diagrams and Logical design Models
- Experience on global / multi-site projects including facilitation of workshops with remote participants and rationalization of regional requirements
- Software Development methodologies, especially Agile
- Advanced knowledge of Microsoft Office, i.e., Excel, Word, Visio, Powerpoint, etc.
- Have 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 an audience
- The ability to shift perspective from high level Big Picture to low-level detail
- Ability to multi-task, work under tight deadlines, and quickly adjust to changing priorities, ability to work within a large team, The ability to work independently as well as part of a team,A self-confident and authoritative manner.
- Present and absorb complex ideas quickly and accurately
