天津 [切换城市] 天津招聘天津银行招聘天津综合业务经理/主管招聘

Documentation Management - Client Services Analyst

摩根大通银行(中国)有限公司

  • 公司规模:150-500人
  • 公司性质:外资(欧美)
  • 公司行业:金融/投资/证券

职位信息

  • 发布日期:2019-08-27
  • 工作地点:北京
  • 招聘人数:若干人
  • 工作经验:无工作经验
  • 学历要求:招若干人
  • 语言要求:不限
  • 职位类别:综合业务经理/主管  综合业务专员

职位描述


J.P. Morgan is a leader in financial services, offering innovative and intelligent solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years and we keep their interests foremost in our minds at all times. This combination of product strength, intellectual capital and character sets us apart as an industry leader. J.P. Morgan is part of J.P. Morgan Chase & Co. (NYSE: JPM), a global financial services firm with assets of $2.0 trillion.


Documentation Management Operations (DMO) is part of Corporate & Investment Bank (CIB) Operations that supports documentation functions for businesses throughout the Wholesale Bank as well as Private Bank. DMO is implementing a common global operating model strategy for the end to end lifecycle of client documentation across CIB inclusive of people, process, and technology while continuing to support our business partners and meet all regulatory requirements in a controlled fashion.


A CIB wide consistent approach to document management is essential to our ability to effectively search for or mine the content of documents to meet regulatory demands related to client contractual agreements. A consistent approach is required to assess exposure and risk in the event of major crises like Ratings downgrades or Currency devaluations. In an effort to protect the firm, DMO strives to partner across the business’ to implement a controlled documentation process that presents a united front to clients and customers.



The records management personnel is responsible for the effective and appropriate management of an organization’s records from their creation, right through to their eventual disposal.


Responsibilities:

  • Drive regional record managements initiative and data clean up

  • Establish retention and disposal schedules

  • Analysis and resolution of records management issues.

  • Implementation of maintenance, storage, retention, retrieval and destruction of records and documents

  • Consolidate all Line of Business (LOB) files by Client Level

  • Organize, read, label, index, inventory and file each document by file level in the respective filing room

  • Maintain documentation records in appropriate systems/applications, ensuring compliance with relevant legislation and regulations

  • Work closely with multiple line of businesses to improve and consolidate document management related functions

  • Design and develop filing systems, business classification schemes and record management workflow

  • Standardize information sources throughout the organization

  • Train and supervise staff that have responsibility for managing records

  • Act as the central x-LOB Local Information Owner (LIO) in respect to Document Management systems and tools roll-out within location

  • Represent DMO, on relevant location forums to ensure timely approval for Charters, including but not limited to IAS process

  • Liaise, as needed, with local Compliance, Regulators, and other parties to represent the requirements of Documentation Management Operations

  • Represent the location at the monthly regional DMO forum

  • Drive regional and global DMO initiatives on the ground to ensure timely local implementation

  • As required, take direction from regional DMO team in respect of documentation management efforts.


Qualifications

  • Strong computer skills using Excel and SharePoint.

  • Quality conscious

  • Degree or Diploma Holder

  • Strong command of English language (Written and Spoken), strong command of local language will be an advantage)

  • Detailed orientated - required to work independently.

  • Needs to be accurate, meticulous and time conscious.

  • Demonstrable self-motivation, initiation and strong customer focus

  • Strong emphasis on a control-conscious team-working environment.

  • Self-starter, strong desire to learn the business and go the extra mile.

  • Strong communication and negotiation skills to persuade adherence to record management guidelines.

  • Good project management, problem solving and analytical skills.

  • Well versed in Excel or SharePoint to create and manage databases

  • Strong analytical, conceptualization and problem solving skills

  • Physical demands: There may be need to carry moderately heavy boxes up to 25 pounds

  • Motivated to perform routine tasks

公司介绍

J. P. Morgan is a leading global financial services firm. We are committed to deliver the best financial services solutions through our lines of business: Investment Bank, Asset Management and Treasury and Securities Services. Today, we serve one of the largest client franchises in the world, including many of the most prominent corporate, institutional and government clients. J. P. Morgan is part of JPMorgan Chase & Co., a leading global financial services firm with assets of over $2.0 trillion and operations in more than 60 countries.

联系方式

  • Email:adwaith.naimpally@jpmchase.com
  • 公司地址:地址:span上海