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risk management product owner associate

JPMorganChase

<div><b>JOB DESCRIPTION</b><div><div><p><br>
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your judgement to solve real-world challenges that impact our company, customers, and communities. Our culture in Risk Management and Compliance is all about thinking creatively, challenging the status quo, and striving to be best-in-class.<br>
</p><p>As a Product Manager in the Wholesale Credit Risk Product Team, you will work at the center of Risk Management and Compliance, helping to keep JPMorgan Chase strong and resilient. You will collaborate with technology partners and other Product Teams to develop and deliver platform components that meet user needs and maximize value. Your work will support the firm&rsquo;s commitment to anticipating new risks, solving real-world challenges, and driving best-in-class performance.</p><p><b>
Job Responsibilities</b></p><ul><li>
Gather clear requirements and write user stories/acceptance criteria</li><li>
Provide oversight of UAT activities to ensure delivery of quality code and business requirements, addressing all critical defects to resolution</li><li>
Support client and practitioner adoption of new features or functionality once released into Production</li><li>
Collaborate with Subject Matter Experts and key stakeholders to understand use cases, pain points, and marketplace trends</li><li>
Integrate usability studies, research, and market analysis into product requirements and contribute to the product roadmap and prioritization of enhancements and new features</li><li>
Assist in providing content and reviewing documentation for the release of new features</li><li>
Ensure new features are implemented according to specifications, released on schedule, and issues are remediated in a timely manner</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul><li>
Bachelor&rsquo;s degree with minimum 3 years of relevant work experience in Product Management, Product Development, or related capacity</li><li>
Strong, clear, and concise written and verbal communication skills, with the ability to edit and prepare executive-level communications</li><li>
Excellent organizational skills and attention to detail, with the ability to manage competing priorities under tight deadlines</li><li>
Proven ability to collaborate and build strong partnerships</li><li>
Intellectual curiosity with a proven ability to learn quickly</li><li>
High degree of initiative, self-direction, and ability to work well under pressure</li></ul><p><b>
Preferred qualifications, capabilities, and skills</b></p><ul><li>
Experience within large financial services firms and basic level of domain knowledge in Credit Risk</li><li>
Experience working with Technology and UX Design colleagues and discussing technical designs</li><li>
Certified Agile Practitioner (CSP) or Certified Scrum Master (CSM)</li></ul></div></div>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; 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 &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Risk Management - Product Owner - Associate

<div><b>JOB DESCRIPTION</b><p><br>
The JPMorgan Wealth Aggregation and Analytics product team defines and executes on the strategy for multiple vendor products for performance reporting, risk analysis and estate planning focused on offering a total solution for managing financial, investment, planning, and other comprehensive needs of high-net-worth families and the advisors who serve them. This includes investment client specific capabilities such as client performance aggregation, estate planning, proposal building, portfolio risk analysis &amp; monitoring, and corporate cash management to support investment management and coordinated financial management of a family's entire balance sheet.
</p><p>The Analytics Reporting Senior Product Associate role is focused on leading the ongoing integration and driving adoption of Aladdin Wealth and Vanilla, for JP Morgan Wealth Advisors. Additionally, the role includes vendor relationship management across the product offering.</p><p>
As the Analytics Reporting Senior Product Associate on the Wealth Aggregation and Analytics team, you will serve as a subject matter expert on the Aladdin Wealth and Vanilla applications and all key functionality of the software. Support advisors and clients as a key point of contact for Aladdin and provide high touch ongoing product support. Act as a key JPMorgan relationship point of contact for Aladdin and Vanilla partners. Liaise with Aladdin relationship manager and technology teams to deliver new features and support key client needs. You will drive the product roadmap and define specific, measurable OKRs for the product and ensure all technology teams are operating efficiently through the consistent review of agility metrics.</p><p>
Job Responsibilities</p><ul><li>
Define and groom product feature requirements supporting the proposal and estate planning product roadmaps through the agile framework</li><li>
Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams' capacity and plan product releases</li><li>
Create and socialize detailed product updates to represent the product in key community forums such as budget planning, monthly cabinets and business reviews</li><li>
Collaborate with the delivery manager to manage workflow of Stories and Epics in Jira/Align for accurate reflection of progress completion
</li><li>Coordinate with other product teams delivery expectations and work through blockers</li><li>
Serve as the product subject matter expert and key escalation point for training and inquiry resolution to ensure consistent production quality</li><li>
Build relationships with cross-functional teams, including Business, Front office and Technology teams to understand pain points and drive solutions</li><li>
Collaborate with legal, risk, compliance and controls to ensure the product is delivered to advisors and clients within the current reporting standards</li><li>
Partner with product finance partners to ensure Aladdin engagement is kept current with respect to third party vendor management, budgeting &amp; payment processing
</li></ul><p></p><p>Required qualifications, capabilities, and skills:</p><ul><li>
Prior experience with Aladdin or portfolio risk analysis or client reporting software services, and/or Vanilla or estate/goals/income-based planning software services</li><li>
Experience with Jira, Align, agile product development and software delivery lifecycle</li><li>
5+ years of experience in the financial services industry, with 1+ in product management</li><li>
Experience in portfolio reporting and investment performance methodologies with an understanding of complex investment products
</li><li>Proven track record of new product feature creation and delivery</li><li>
Experience working with senior management and front office financial advisors</li><li>
Effective communicator with excellent written communication skills</li><li>
Undergraduate degree</li><li>
FINRA SIE and Series 99 required within 120 days of hire</li></ul><p>
</p><p>Preferred qualifications, capabilities, and skills:
</p><ul><li>Ability to influence people at all levels across a broad variety of job functions</li><li>
Demonstrated ability to manage tight delivery timelines and calmness under pressure</li><li>
Excels in a dynamic environment that changes due to external factors and new priorities</li><li>
Familiarity with the business services and offerings associated with Chase</li><li>
Technical acumen as a product owner is desired.
</li></ul><p></p><p><b>To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase &amp; Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).</b></p><p>
</p><p></p><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P.Morgan Wealth Management - Wealth Aggregation & Analytics Product Senior Associate

<div><b>JOB DESCRIPTION</b><p><br>
Lead transformative tech programs, enhancing experiences firm-wide with strategic insights and technical prowess.</p><p>
As a Lead Technical Program Manager at JPMorgan Chase within the Commercial and Investment Bank - Markets Global Middle Office Technology team, you will drive the successful delivery of complex technology projects and programs that will help reach business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets and collaborating with high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.</p><p>
</p><p><b>Job responsibilities</b></p><ul><li>
Gather, analyze, document and communicate requirements across large scale Financial Systems, as well as maintain project plans and track project status.</li><li>
Develop and execute comprehensive project plans and presentations, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions.</li><li>
Manage key stakeholders and their responsiblities, including being the liaison between users and engineers. This including proper documentation of the business flows, application change requests, and functional requirements, all translated into technical specifications that will deliver what the business wants from our products.</li><li>
Collaborate with users for User Interface (UI) and User Experience (UX) design, and documenting wireframes.</li><li>
Participate in the planning and execution of Quality Assurance (QA) and User Acceptance Testing (UAT)</li><li>
Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum</li><li>
Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define scope, objectives, and deliverables, ensuring alignment with overall product delivery goals</li><li>
Provide inputs for decision making with As Is and To Be models, requirements, planning, roadmaps, and able to deliver estimates grounded on solid data.</li><li>
Oversee overall objectives of a Product Operating Model, with Product Owner responsibilities. This includes being fluent in agile ways of working and proficient in organizing feature teams and scrum calls</li><li>
Encourage the overall adoption of Artificial Intelligence (AI) and Large Language Model (LLM) concepts and to foster a culture of continuous learning and innovation within the team</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills</b></p><ul><li>
5+ years of experience and expertise in technical business analysis, technical project and program management, and leading complex technology projects in a large financial organization</li><li>
Clear understanding of Middle Office Operations, Post Trade processes, and trade booking concepts</li><li>
Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and users</li><li>
Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities and have excellent analytical skills, especially pertaining to data analysis and data interrogation in databases and logs</li><li>
Experience in requirements elicitation as a Technical Business Analyst and experience in Agile methodologies and Scrum Master</li><li>
Familiarity with User Interface (UI) and User Experience (UX) design and familiarity with the concepts of Artificial Intelligence (AI), Large Language Model (LLM), and Machine Learning (ML)</li><li>
Experience in utilizing technical fluency, and familiarity with cloud architecture and software development fundamentals</li><li>
Must have excellent oral, written and presentation skills, being able to communicate effectively on both a technical and business level</li><li>
Must have experience with the following set of tools: Visio, Word, Excel, PowerPoint, MS Project, JIRA, Confluence, SharePoint, etc.</li><li>
Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment</li></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills</b></p><ul><li>
Professional certifications in AWS and Agile Delivery</li><li>
Experience in finance especially within Corporate and Investment Banking across Equities and Derivatives domain</li><li>
Experience in data and analytics and full stack technical delivery</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; 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 &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Lead Technical Program Manager

<div><b>JOB DESCRIPTION</b><br>
<div>
Join our collaborative environment, where you'll contribute to our strategy and make an impact on product success. Grow your skills, participate in product planning, and define user workflows while working alongside experienced product managers. Don't miss this opportunity to be part of a dynamic team and promote innovation in customer experiences.</div><div><br>
As a Product Associate in Emerging Rails Payments team in Treasury Services, you play a crucial role in supporting the product development process and contributing to the discovery of innovative solutions that address customer needs. Working closely with the product management team and cross-functional partners, you contribute your skills and insights to help ensure the success of our product offerings. As a valued member of the team, you have the opportunity to learn and grow in a dynamic and fast-paced environment, making a tangible impact on our products and customer experiences.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><div><ul><li>
Supports the development of our product strategy and roadmap</li><li>
Collects and analyzes metrics on product performance to inform decision-making</li><li>
Supports the exploration and development of innovative payment products, contributing to the team's efforts to define and shape new to market solutions in the emerging payments space</li><li>
Contributes to solution discovery through collaboration with cross-functional teams to identify potential solutions that address user needs and align with business goals
</li><li>Participates in product planning sessions, contributes ideas and insights, and assists in the execution of product initiatives, ensuring timely and successful product launches</li><li>
Collaborates with the product manager to engage stakeholders and define user workflows, requirements, stories, and customer value</li><li>
Partners with operations and delivery partners to ensure seamless execution and end to end alignment across product initiatives
</li></ul></div></div><div><b>Required qualifications, capabilities, and skills</b></div><div><div><ul><li>
2+ years of experience or equivalent expertise in product management, project management, or a relevant domain area</li><li>
Developing knowledge level of the product development life cycle</li><li>
Exposure to product life cycle activities including discovery and requirements definition</li><li>
Emerging knowledge of data analytics and data literacy</li></ul></div></div><div><b>
Preferred qualifications, capabilities, and skills</b></div><ul><li><div>
Interest in our exposure to payments, fintech or financial services
</div></li><li><div>Strong written and verbal communication skills
</div></li><li><div>Comfort with ambiguity and evolving requirements</div></li><li><div>
Curiosity about emerging technologies and customer experience trends<br>
<br>
</div></li></ul><div></div><br>
<br>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; 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 &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Payments-Emerging Rails-Product Associate

<div><b>JOB DESCRIPTION</b><p><br>
</p><p></p><p>Help shape how design delivers at scale across a global organization. Join our Experience Design team to drive operational excellence, stronger collaboration, and consistently high-quality user experiences across Corporate and Investment Bank Operations.</p><p>
</p><p>As a Senior Associate Design Program Manager within Experience Design (XD) for Corporate and Investment Bank (CIB) Operations Experience Design (OXD), you will lead delivery for complex programs and enable the design organization to operate efficiently and predictably. You will partner closely with design leads, product, technology, and finance/business management to align resources with strategic priorities, strengthen governance, and increase delivery transparency. In this role, you will enhance ways of working across teams by scaling effective practices, managing risks, and promoting adoption of tools and approaches (including AI and automation) that improve both quality and speed of delivery.</p><p>
</p><p><b>Job responsibilities</b></p><ul><li>
Oversee delivery for assigned portfolios/programs, partnering with design and product leads to align XD capacity and priorities</li><li>
Drive cross-functional collaboration and scalable ways of working, increasing visibility of design delivery and improving team efficiency</li><li>
Partner with finance and business management to support portfolio governance, resource allocation, and prioritization</li><li>
Produce executive-ready reporting on status, outcomes, risks/issues, and financials; drive timely escalation and resolution</li><li>
Embed quality and efficiency mechanisms into the design and product development lifecycle in partnership with product and engineering</li><li>
Identify and pilot tool/process improvements (including AI and automation), sharing learnings and standardizing successful practices</li><li>
Develop and maintain reusable standards (SOPs, templates, playbooks) and support engagement/communication to sustain team health</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul><li>
Experience leading operational improvements and change initiatives across multi-disciplinary, globally distributed teams</li><li>
Working knowledge of UX disciplines and user-centered methods, tools, and workflows</li><li>
Experience partnering with finance/business management stakeholders in complex, regulated environments</li><li>
Strong stakeholder management, communication, and relationship-building skills across varied seniority levels</li><li>
Demonstrated ability to champion best practices and improve cross-functional collaboration and delivery outcomes</li><li>
Proficiency with program/project tools (e.g., Jira, Confluence) and productivity suites (e.g., Microsoft Office)</li><li>
Familiarity with design and AI-assisted tools (e.g., Figma, GitHub Copilot) and the aptitude to evaluate and integrate emerging tools</li></ul><p><b>
Preferred qualifications, capabilities, and skills</b></p><ul><li>
Experience supporting the end-to-end product development lifecycle</li><li>
Knowledge of current design industry trends and evolving best practices</li><li>
Strong facilitation skills, including workshops, decisioning, and alignment forums</li><li>
Project Management or Agile/Scrum certification (or equivalent experience)</li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; 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 &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Senior Associate, Design Program Manager - Operations Experience Design

Sumitomo Group

<div><p>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.</p><p></p><p><br>
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.</p><p></p><p><br>
The anticipated salary range for this role is between $97,000.00 and $156,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.</p><div><div><div><h2 class="jobSectionHeader"><b>
Role Description</b></h2></div><div><p>
Reporting to the Vice President, Data Analytics Manager, Analytics, in the Financial Crimes Compliance Department, Americas Division, the Associate assists in the management and execution of large-scale projects in the Sanctions Compliance area. The incumbent will conduct analyses and reporting in support of general business/Sanction Compliance needs, special projects/initiatives and/or strategic operational planning activities. May serve as a project lead, enlisting support from junior staff or peers. Contribute to the development of new processes or procedures for required analytics. Performs analysis in support of the design, implementation, and enhancement of sanctions screening systems. Perform the collection, aggregation, analysis, and visualization of customer, product, and transaction data. Will develop and communicate reports effectively for use by SMBC Americas Division and Head Office stakeholders.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
Role Objectives</b></h2></div><div><ul><li>
Liaison with technology teams to stay current on Fircosoft Screening platform enhancements/changes.</li><li>
Liaison with the Sanction Compliance team provides support for projects, data collection, and analysis.</li><li>
Manage both existing and new initiatives within the Screening program from a technological perspective.</li><li>
Collaborate with senior stakeholders to understand their needs to enhance existing applications and define improvements to gain both operational efficiencies and architectural and infrastructure improvements.</li><li>
Liaise with stakeholders to create process maps, data flow diagrams, and use cases for the Sanctions program.</li><li>
Collaborate with Operations, Technology, Compliance, and business partners to ensure documentation is up to date as enhancements and/or new applications are introduced.</li><li>
Manage and drive screening stakeholders to define data, logic, and ruleset requirements.</li><li>
Partner with the business, technical, and quality review teams to communicate and test functional requirements and collectively define appropriate solutions to meet user requirements.</li><li>
Ability to distill complex concepts and document them clearly with use cases and process flows</li><li>
Collect, aggregate, analyze, and visualize customer, product, and transaction data to identify trends and evaluate changes in customer, product, and transactional risk exposure.</li><li>
Develop MIS reports for submission to senior Branch management.</li><li>
Develop knowledge of new analytical techniques and data sources that provide ongoing risk mitigation, and how emerging data and technology issues may impact the achievement of the BSA/AML Compliance Department&rsquo;s objectives.</li><li>
Ability to comprehend and define scope of project, initiate test plan, and execution of testing initiatives as it relates to the project as well as mitigate any associated risk as it relates to the testing event</li><li>
Ability to define a project plan and adhere to target dates.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Qualifications and Skills</b></h2></div><div><ul><li>
Bachelor&rsquo;s Degree in relevant discipline (e.g., Information Technology, Computer Science, Mathematics, Statistics, Analytics, or another related field) or the equivalent combination of education and experience.</li><li>
2-5 years of <b>BSA/AML compliance experience, particularly Regulatory and Name Screening technology </b>experience for Consumer/Business</li><li>
Strong reasoning ability and analytical skills.</li><li>
Self-starter that will be able to readily understand Screening and AML concepts and issues, possess strong technical skills, and is able to learn new technologies quickly</li><li>
Knowledge of vendor BSA/AML transaction monitoring and sanctions screening systems (e.g., <b>Actimize, Fircosoft, Fortent</b>, etc.)</li><li>
Experience with some or all the following technologies to build analysis and drive insights from data:<ul><li>
Database: Oracle (PL/SQL), Microsoft SQL Server (T-SQL)</li><li>
Reporting tools: PowerBI, Tableau, Excel</li><li>
Hands on with Python / R / No-SQL Databases</li></ul></li><li>
Experience with SharePoint and Microsoft Office suite/MS Project</li><li>
Maintains a high level of confidentiality; unquestionable character, integrity and professionalism.</li></ul><p></p><p><i><br>
Nice to Have:</i></p><ul><li>
ACAMS certified or other equivalent industry certification is a plus.</li><li>
Familiarity with regtech</li><li>
Microsoft Projects</li></ul></div></div></div><p>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.</p><p></p><p><br>
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</p></div>

Sanctions Data Analyst Associate

Counterpart Health

<div><p>At Counterpart Health, we are transforming healthcare and improving patient care with our innovative primary care tool, Counterpart Assistant. By supporting Primary Care Physicians (PCPs), we are able to deliver improved outcomes to our patients at a lower cost through early diagnosis and longitudinal care management of chronic conditions.
</p><p>We are seeking a HEDIS Measure Owner (Abstractor) that will be responsible for the end-to-end performance of assigned HEDIS measures, with a primary focus on achieving and sustaining 5-Star performance. This role goes beyond traditional chart abstraction and serves as a measure-level owner, accountable for ongoing monitoring, medical record abstraction, gap identification, and driving targeted interventions to improve outcomes.</p>
<p>
A key function of this role is to translate data and chart findings into actionable insights for providers, ensuring that care gaps are clearly identified and surfaced through tasks or alerts within clinical workflows. The goal is to simplify decision-making for providers, reduce administrative burden, and allow more time for direct patient care. The associate will function as a subject matter expert (SME) and partner cross-functionally with data, clinical, and provider engagement teams to ensure accurate reporting, efficient workflows, and optimal performance.</p>
<p><b>
As a HEDIS Measure Owner, you will:</b></p>
<p><b>
Own assigned HEDIS measure(s) with accountability for 5-Star performance.</b></p>
<ul>
<li><ul><li>Monitor performance regularly, including: current rates and trends, gap-to-goal analysis, hits needed to achieve target performance.</li>
<li>Review and abstract medical records as they are received.</li>
<li>Maintain productivity expectations of 60&ndash;80 charts per day.</li>
<li>Document findings accurately and aligned with NCQA HEDIS technical specifications.</li>
<li>Conduct random audits of incoming data streams to validate completeness and accuracy.</li>
</ul></li><li><b>Partner with providers &amp; clinical teams to close care gaps</b></li>
<li><ul><li>Provide insight into chart findings, documentation gaps, and missed opportunities.</li>
<li>Act as a liaison between abstraction, clinical, and provider workflows.</li>
</ul></li><li><b>Validate data &amp; collaborate cross-functionally to improve accuracy.</b></li>
<li><ul><li>Collaborate with data and analytics teams to: validate accuracy of data sources and identify gaps between claims, supplemental data, and chart findings.</li>
</ul></li><li><b>Serve as a subject matter expert (SME) on HEDIS measures and requirements.</b></li>
<li><ul><li>Serve as SME for grouping of assigned HEDIS measures across women's health, cardiovascular health, diabetes care, care transitions and management, or preventive screening.</li>
<li>Maintain deep knowledge of: HEDIS technical specifications, Medicare Advantage STAR ratings, value sets and documentation requirements.</li>
<li>Provide guidance to internal teams on measure interpretation and compliance.</li>
</ul></li>
</ul><p><b>Success in this role looks like:</b></p>
<ul>
<li><b>First 90 days: </b>Rapidly ramp on the Clover Assistant platform and assigned HEDIS measures, consistently reviewing 60-80 charts per day with strong accuracy. Begin contributing to gap closure by identifying care gaps and reliably translating findings into compliant, high-quality outputs.</li>
<li><b>First 6 months: </b>Proactively surface care gaps, near misses, and incomplete services, and convert insights into actionable provider interventions within CA and EHR workflows. Partner cross-functionally to improve gap closure strategies, refine provider alerts, and enhance data and reporting logic.</li>
<li><b>First year:</b> Drive meaningful improvements in quality performance, including progress toward 5-Star measures, while reducing provider administrative burden. Prioritize high-impact actions that streamline workflows, minimize unnecessary documentation, and enable providers to focus more on patient care.</li>
</ul>
<p><b>You should get in touch if:</b></p>
<ul>
<li>You have at least 2+ years of HEDIS Abstraction Experience.</li>
<li>You have strong knowledge of Medicare Advantage and HEDIS measures and technical specifications.</li>
<li>You have strong analytical and problem-solving skills.</li>
<li>You have accountability and ownership mindset.</li>
<li>You have strong attention to detail, data, and documentation accuracy.</li>
<li>You have effective communication and collaboration.</li>
<li>You have the ability to translate data and chart findings into actionable insights.</li>
<li>You have the ability to work effectively in a remote environment.</li>
</ul>
<p><i>Preferred</i></p>
<ul>
<li>Associate's or Bachelor's degree in healthcare-related field (or equivalent experience).</li>
<li>Experience with HEDIS abstraction tools.</li>
<li>Experience working with EHR systems and provider workflows.</li>
<li>Exposure to STAR ratings performance strategy.</li>
</ul>
<p></p><p><b>Benefits Overview</b>:</p>
<ul>
<li><b>Financial Well-Being</b>: Our commitment to attracting and retaining top talent begins with a competitive base salary and equity opportunities. Additionally, we offer a performance-based bonus program, 401k matching, and regular compensation reviews to recognize and reward exceptional contributions.</li>
<li><b>Physical Well-Being</b>: We prioritize the health and well-being of our employees and their families by providing comprehensive medical, dental, and vision coverage. Your health matters to us, and we invest in ensuring you have access to quality healthcare.</li>
<li><b>Mental Well-Being</b>: We understand the importance of mental health in fostering productivity and maintaining work-life balance. To support this, we offer initiatives such as No-Meeting Fridays, monthly company holidays, access to mental health resources, and a generous flexible time-off policy. Additionally, we embrace a remote-first culture that supports collaboration and flexibility, allowing our team members to thrive from any location.</li>
<li><b>Professional Development</b>: Developing internal talent is a priority for Clover. We offer learning programs, mentorship, professional development funding, and regular performance feedback and reviews.</li>
</ul>
<p><i>Additional Perks:</i></p>
<ul>
<li>Employee Stock Purchase Plan (ESPP) offering discounted equity opportunities</li>
<li>Reimbursement for office setup expenses</li>
<li>Monthly cell phone &amp; internet stipend</li>
<li>Remote-first culture, enabling collaboration with global teams</li>
<li>Paid parental leave for all new parents</li>
<li>And much more!</li>
</ul>
<p></p><p><b>About Counterpart Health: </b>In 2018, Clover Health set out to do something unprecedented: build a clinically intuitive, AI-enabled solution that fits within physicians' workflows to help support the earlier diagnosis and management of chronic conditions.</p>
<p>
Years later, that vision is a reality, with thousands of practitioners using Counterpart Assistant during patient visits to improve disease management, reduce medical expenses, and drive success in value-based care.</p>
<p>
With an exceptional team of value-based care and technology experts, Counterpart Health is driving value-based care at the speed of software.</p>
<p>
Counterpart Health is a subsidiary of Clover Health. From Clover's inception, Diversity &amp; Inclusion have always been key to our success. We are an Equal Opportunity Employer and our employees are people with different strengths, experiences, perspectives, opinions, and backgrounds, who share a passion for improving people's lives. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion and many other parts of one's identity. All of our employee's points of view are key to our success, and inclusion is everyone's responsibility.</p>
<p></p>
<p>#LI-REMOTE</p>
<p><i>
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. We are an</i><i> </i><i>E-Verify</i><i> company.</i></p></div>

HEDIS Measure Owner (Abstractor)

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