Digital Document Services - Documentation Management Specialist at JPMC Candidate Experience page

Pudong, Shanghai, China -

Full Time

Start Date

Immediate

Expiry Date

22 Jul, 26

Salary

0.0

Posted On

23 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Documentation management, Data risk management, Regulatory compliance, Metadata tagging, MS Office, Excel, Sharepoint, Data management, Analytical skills, Problem-solving, Communication skills, Attention to detail, Multi-tasking, Reporting, Process improvement

Industry

Financial Services

Description

Digital Document Services (DDS) is part of Corporate & Investment Bank (CIB) Operations that supports documentation management functions for businesses throughout the CIB. To adhere to the Data Risk Management Policy, DDS is implementing a common global operating model 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 regulatory requirements in a controlled manner. Job Responsibilities * Monitor the incoming requests and queries from various stakeholders. * Validate the document based on Firm’s guidelines, such as signature verification and client call back. * Review existing document available that can be leveraged to support the validation, including reference to public available information platform to confirm the authorized signers where applicable. * Index document into approved Firm’s repositories according to SOP to ensure the accuracy of metadata tagging. * Understand processes in details and actively challenge status quo. * Record and track the status of each case including but not limited to special approval according to approval matrix, reporting and escalating to service recipient and other internal stakeholders. * General understanding of and execute internal procedural guidelines, policies (as well as related internal procedures and standards) in accordance with local and global principles. * Work with data owners on documents handling while maintaining a centralized inventory. * Prepare MIS report as required by consolidating various data source according to pre-defined report logic. * Identify and communicate business partner requirements and escalate outstanding issues in a timely manner. * Ensure Standard Operating Procedures are updated reflecting the latest process. * Design, monitor, review and develop efficient client documents handling process, systems, and workflow by working closely with multiple functions and teams for thorough identification of responsibilities. * Provide operational support to supply audit / compliance / regulator with query handling, analysis as required. * Previous experiences related to or a deep understanding of local regulations/legal guideline on client documentation requirement would be an advantage, but not mandatory. * Drive the implementation and execution of global DDS mandates and objectives. Required qualifications, capabilities, and skills * Degree or Diploma Holder * Strong verbal and written communication skills and a good command of spoken and written English. Mandarin, additional language proficiencies an advantage. * Strong computer skills using MS Office, notably, Excel, Sharepoint (Data Management skills an advantage) * Detail-orientated. Acting in accurate, meticulous and time-conscious manner. * Ability to multi-task, identify priorities, work independently and excellent execution mentality * Must be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary Preferred qualifications, capabilities, and skills * Possess sense of urgency, ownership, excellent analytical and problem-solving skills, ability to synthesize large amounts of information and propose recommendations * Knowledge/skills of machine learning/data science theory, techniques, and tools an advantage * Keep abreast of regulatory reforms in derivatives markets and capital markets J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Responsibilities

The specialist will manage the end-to-end lifecycle of client documentation, ensuring compliance with global data risk management policies and regulatory requirements. They are responsible for validating documents, maintaining metadata accuracy, and preparing MIS reports while optimizing documentation handling processes.