The Client Onboarding and Documentation (CO&D;) Analyst is responsible for activities within Technical Writing and Change Management.

Technical Writing - the writing, editing and managing of knowledge management assets for the CO&D; teams - WKO (Wholesale KYC Operations), DDS (Digital Document Services). Knowledge management assets include procedures, supporting documents and communication for the firm wide General KYC Standards as they relate to Commercial & Investment Bank (CIB).

As a CO&D; Analyst, one willpartnercloselywiththesubjectmatterexperts from the business, WKO Operations, policy, and projectteamswithinvarious WKO & DDS functions to ensure all change & procedure documentation is accurate, clear, concise, and consistent. The CO&D; Analyst is also responsible for assisting Exam Management with procedure evidence, managing the procedures portal and additional projects, as assigned. Additionally, the analyst will be required to partner on projects to improve Change Management processes and tools

Change Management – the governance framework and process to capture, assess, approve, and track change requests to update procedures and/or implement unfunded system enhancements for the CO&D; teams.

As a CO&D; Analyst, one will partner closely with regional change representatives, governance board members, policy team members, and business analysts on the technology/product teams. The analyst will help maintain the quality of data in change requests, prepare meeting materials for the governance board meetings, and work with technical writers and communications writers to help define the scope of change requests targeting an upcoming release.



The analyst will also help generate monthly metrics and maintain the library of change management team documents.

Responsibilities

Responsible for developing and maintaining Knowledge Management Assets (including procedures, supporting documents and communications) to support KYC policies and operational processes

Ensure final approved documents conform to prescribed templates and style guidelines

Champions and adheres to the CO&D; Change Readiness process

Manage communications and meetings with project teams and key business partners, escalating challenges as needed

Facilitate review with Stakeholders including Process Owner, Management, Testing and Compliance securing all approvals for procedures, and establish strong working relationships through routine interfacing with Technology, Subject Matter Experts (SMEs), and other relevant parties.

Review change requests to confirm adherence to established change management standards and controls

Maintain and regularly update the change request repository to ensure statuses, decisions, and comments are accurately captured

Prepare PowerPoint materials and distribute meeting minutes for weekly change management forums





Partner with change management stakeholders to reinforce understanding of the change management process and support effective change tracking and reporting.

Formulate observations and recommendations for process improvement, risk mitigation, and improved controls

Produce monthly metrics to track key performance indicators

Qualifications

Communication: Clear, concise writing; confident verbal updates in team settings

Organization: Strong attention to detail and time management skills; proactive follow-through; good hygiene/control of documents

Collaboration: Works well with cross-functional partners; also capable of working independently without micromanagement

Adaptability: Comfortable in changing environments; able to learn new topics quickly

Customer Mindset: Develops solutions to maximize positive user experience; focus on practical adoption and usability

Minimum of five years practical experience with technical/procedural writing, editing and communication, and/or change management

Knowledge of financial services functions and awareness of regulatory and compliance environments is a plus

Bachelor’s degree in English/Writing is a plus

Demonstrated experience editing and reformatting detailed procedural documents into succinct, easy to follow steps

Independent self-starter with proven ability to manage multiple priorities and projects in a dynamic environment

Comfortable working under tight deadlines to quickly address urgent last minute requests

Strong conflict management skills; able to build effective relationships

Demonstrate the ability to identify an

📌 Change Management (Buenos Aires)
🏢 JPMorgan Chase
📍 Buenos Aires