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CIB – Team Leader – Acct & Reference Data – Bangalore

Job Description

Business Description

The Client Information & Documentation (CID) team manages and supports the delivery of a global strategy across Investor Services products for the Client Information Model (CIM), Client Documentation, Accounts, and Entitlements.  Included in Client Documentation is a project team for Document Remediation’s.  We will manage and track in-flight remediation projects, highlight risks/barriers, define project roles, define roles/responsibilities and milestones, manage governance for in flight remediations, and track deliverables to ensure a successful remediation.


Client Information & Documentation is…

  • A global business aligned team that is instrumental in putting the client front and center throughout our cohesive and consistent model.
  • An organization that enables thought leadership and team members who are risk aware, flexible, empowered, and feel accountable to drive a best in class service.
  • Driving to be best in class through transformational change and technology innovation.


The analyst will support Client Document Remediation activities for in-flight documentation remediation projects.   The analyst will work across several products and remediation projects (i.e. regulatory requirements and control/risk related issues).

The role will involve working with client agreements and related documentation.  The responsibilities will include searching, scanning, indexing legal documents to an electronic imaging systems and maintaining client records.    The analyst will be required to review documents to ensure they satisfactorily meet specific outlined requirements.   Additionally, the analyst will be expected to contribute to a team, provide regular progress updates, maintain an understanding of client documents, approach their work with a control-mindset, and demonstrate an understanding/application of policies and procedures.

  • Strong verbal and written communication skills
  • ·         Good team player and self-motivated
  • ·         Strong analytical skills
  • ·         Desire to work in a fast-paced environment with multiple deliverables
  • ·         Proven skills in time management, organization, and attention to detail
  • ·         Proficiency in Microsoft Office suite of applications
  • ·         Preferred experienced with client documentation and JPM systems
Req #: 160023555
Location: Bangalore East, KA IN
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: Indian Rupee (INR)

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