Looking to join a team who maintains a culture of excellence that is agnostic of platform or client, while contributing to the delivery of first class managed product offerings? Our role uses multiple strategies and channels for implementation of its discretionary investment strategies, including mutual funds, private funds, exchange traded funds and notes, structured products, and other types of instruments. You will have knowledge across products, possess uniquely sharp client service skills, understand portfolio management methodologies, and have a working knowledge of the servicing toolset in support of the Advisor community.
As an Associate within the Managed Platform Services (MPS) team, you will support the cross line of business eco-system for Managed Accounts. This is a highly visible role that requires quick thinking, attention to detail, and thoughtful risk mitigation at all times. This is a fast-paced environment. You will also be responsible for maintaining a continuous improvement mindset by participating in the manual process inventory reduction goals of the team.
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Job Responsibilities:
- Support the user community in all aspects of the platform ranging from trading to day-to-day issues/support.
- Manage data such as: reconciliation, data quality issues, golden source data
- Work directly with Product Owners to prioritize resolution of system defects.
- Support daily inquiries, integrate content to assist management maintain KPI's.
- Gather, analyze, synthesize, and interpret large data and information, drawing conclusions and making recommendations for process enhancements.
- Serve as a 1st point of contact for the user community.
- Assist management to identify key business risks on the platform and drive resolution of mitigating controls.
- Help support audit, regulatory and compliance deliverables.
- Support ongoing procedure and process analysis to account for changes to the flow.
Required qualifications, capabilities, and skills:
- 2+ years of experience in the wealth management/asset management industry or in a supporting role
- Investment management expertise/experience or security lifecycle is required.
- Knowledge of multi-asset markets, products and processes required.
- Excellent analytical and logical thinking to understand and analyze complex business processes.
- Be a collaborator who shows commitment and dedication and can maintain a positive attitude and prominent level of performance on high profile/time-sensitive initiatives.
Preferred qualifications, capabilities, and skills:
- Proficiency in Citizen Developer tools such as Alteryx & Python will enhance the capability of the candidate.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world'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.
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.
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 for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.