Party Reference Data Process Reengineering Program Manager- Vice President- Bournemouth

Location:Dorset
Job Type:Full Time

Firmwide Reference Data Strategy - Party Reference Data Process Reengineering Program Manager, Vice President


JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.6 trillion and operations in more than 60 countries. With over 240,000 employees, we serve millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients. Our major business units include Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, and Consumer & Community Banking.


Firmwide Data Management (FDM) was created with the mission to help improve the quality, integrity and reliability of the firm’s critical data. Party Reference Data and Reference Data Strategy actively contribute to the firm’s efforts in growing the business, reducing costs, and ensuring regulatory compliance. The organization’s objectives are to explain the path that critical data follows, improve data quality, reduce ambiguity and inconsistent terminology, enhance transparency, rationalize the number of replicated data assets, and improve firm wide-sharing of information and best practices.


To achieve all of this, FDM serves as the governing body to create firmwide standards that drive consistent data management practices, develop technologies and processes to support data management processes, partner with LOBs to embed data management best practices and capabilities, and ensure sustainability by refining, measuring, and improving the firm’s ability to manage data.


The Party Reference Data (PRD) Utility is a firmwide function supporting all lines of business. Parties include clients, issuers, obligors, guarantors, counterparties, exchanges, etc. The Utility is responsible for managing party data throughout its lifecycle, from onboarding to disposition. Party reference data is at the heart of every transaction executed by the firm. Reference data connects parties to contracts, parties to accounts, and parties to transactions. JPMC is on a multi-year journey to transform the way we capture, structure, and store party reference data. We are building a scalable, flexible platform to meet evolving business and regulatory demands with the goals of improving the client experience, simplifying operations, and enhancing analytical capabilities.


Key roles and responsibilities:

The PRD Reengineering Program Manager is a new role introduced to support this evolution and to support related firmwide initiatives such as Reimagining KYC and Ease of Doing Business. As a Program Lead, you will identify, assess and document business requirements, partner with product owner to manage multiple projects across globally distributed technology and operations functions. Produce and maintain project plans, capacity plans, business requirements and adoption plans


The role is responsible for the following activities:
  • Contribute to firmwide transformation initiatives by thinking creatively about how party reference data processes can improve the client experience

  • Identify operational synergies with Client Onboarding, KYC, and Document Management teams to eliminate redundant and/or manual processes

  • Partner with technology work streams to develop an optimal operating model

  • Partner with Reference Data Strategy to implement the future state booking model. Define target operating model within the Utility and perform impact analysis on downstream consumers of the data.

  • Perform workflow and capacity analysis on current state processes. Lead analysis / working group meetings with stakeholders including preparation of meeting materials; Documenting current state, future state process / workflows

  • Develop business cases as needed where technological infrastructure build / changes are identified
  • Document meeting minutes, maintaining scorecards, project plans, RAID logs and other PMO updates

Experience Required

  • 8+ years of experience in data management, process management, business process reengineering or related field

  • Preferred – Product knowledge across CIB Markets, Treasury and Banking

  • Knowledge and in-depth understanding of the Onboarding process and Operating model

  • Process modeling, data modeling, or decision modeling

  • Management of large scale, cross functional projects

  • Use of problem statements and business cases to influence stakeholders and mobilize commitment

  • Strong communication, presentation (both oral and written) & influencing skills
  • Confidence in communicating internally at all levels; candidate will be dealing with stakeholders of varying degrees of seniority across front office, middle office and technology teams

Qualifications and Key Skills preferred:

  • Extensive experience in process reengineering, project management, solution design, project execution and leadership. Prior experience in financial services including partnership with business, risk, operations and technology groups across different locations

  • Reference data
  • Client onboarding ; Know Your Customer (KYC)
  • Document management
  • Attention to detail and investigative skills

  • Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals

  • Strong PC skills in Microsoft Suite (e.g. Word, Excel, PowerPoint) required, PowerPoint and Visio skills with ability to create business focused presentations and clear process flows

This role provides an outstanding opportunity at JPMorgan Chase for the selected candidate to join a high profile team and take a partnership role, supporting one of the Bank’s most significant change programs.


To be considered for this role, you may be required to complete the video interview powered By HireVue.

About J.P. Morgan Chase & Co:

J.P. Morgan serves one of the largest client franchises in the world. Our clients include corporations, institutional investors, hedge funds, governments and affluent individuals in more than 100 countries. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.1 trillion. 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, JPMorgan Chase serves millions of clients and consumers under its JPMorgan and Chase, and WaMu brands.

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer and a member of the UK Government’s Disability Confident Scheme.