The Reference Data Associate I is responsible for optimizing operational performance through workflow adoption and automation solutions, focusing on data-driven efficiencies.
Job Description
Accelerate workflow adoption and implement automation solutions to optimize operational performance in Asset & Wealth Management.
Job Summary
As a Workflow Product Delivery Specialist within the Asset and Wealth Management Operations team, you focus on promoting workflow adoption and integrating automation across various tools. You are responsible for designing, implementing, and delivering data-promoten solutions that foster a culture of performance management and operational best practices. In this role, you collaborate with stakeholders to identify automation opportunities and ensure seamless product delivery.
Job Responsibilities
Required qualifications, skills and capabilities
Preferred qualifications, skills and capabilities
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Accelerate workflow adoption and implement automation solutions to optimize operational performance in Asset & Wealth Management.
Job Summary
As a Workflow Product Delivery Specialist within the Asset and Wealth Management Operations team, you focus on promoting workflow adoption and integrating automation across various tools. You are responsible for designing, implementing, and delivering data-promoten solutions that foster a culture of performance management and operational best practices. In this role, you collaborate with stakeholders to identify automation opportunities and ensure seamless product delivery.
Job Responsibilities
- Design and implement workflows and automation solutions using platforms such as Workflow Designer, Python, Alteryx, and Tableau
- Build and maintain the book of work for stakeholders, review processes, and propose automation opportunities
- Communicate project status, risks, and outcomes effectively with team members and sponsors throughout the project lifecycle
- Apply critical thinking and advanced analytics to solve complex business problems and mine automation opportunities using diverse data sets
- Contribute new ideas, stretch group thinking, and actively participate in the organization's learning culture
- Develop reusable tool capabilities, creatively solve problems, and educate team members
- Ensure up-to-date process documentation, prompt escalation management, and regular updates to senior management
Required qualifications, skills and capabilities
- Alteryx Designer Advanced Certification and UiPath Certified RPA Associate or RPA Developer Certification
- 5+ years hands-on experience with Alteryx, UiPath, or Python, with a proven track record in deploying workflows to enterprise automation platforms
- Advanced data analysis and process automation expertise, including experience with Python, JavaScript, and API connectivity
- Bachelor's or Master's degree in Finance, Data Analytics, or a related field
Preferred qualifications, skills and capabilities
- Advanced data analysis and large data set management skills
- Relationship building and influencing decisions with business and technology teams
- Experience with automation applications such as Python, Alteryx, Tableau, and familiarity with financial terminologies
- Understanding of AI/ML tools and programming language proficiency, with PMP certification as a plus
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Top Skills
Alteryx
JavaScript
Python
Tableau
Uipath
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