Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in Wealth Management to partner with the Business to provide comprehensive process improvements.
As a Portfolio Solutions & Research Support Associate in Wealth Management, you will focus on day-to-day support of the Due Diligence teams, applying your operational know-how to address complex problems across teams and asset classes, as well as taking ownership of key processes. You will frequently be called upon to help promote strategic initiatives, both within Operations and the broader business, often after conducting careful analysis of existing systems and workflows. Your responsibilities will entail working closely with Operations, Technology, Compliance, Business Management, and 3rd party vendors.
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Job responsibilities
- Analyze existing processes to help identify opportunities for improvement.
- Generate high quality solutions to help the business swiftly capitalize on new needs and opportunities.
- Work closely with key business stakeholders, Business Management, Legal, Compliance, Operations and Technology to document current state, propose alternate approaches and execute recommendations.
- Execute new and varied processes while maintaining a robust control environment, constantly looking for functional efficiencies.
- Participate in large scale Technology programs to drive process re-engineering and end to end thinking, as well as the implementation of new systems.
- Understand, prioritize, and execute on time-sensitive asks, raising recurring or particularly onerous items for further review
Required qualifications, capabilities, and skills
- At least 3 years of experience in Operations or Middle Office in the financial services industry, particularly with experience on projects spanning technology/business process re-engineering/operations
- Able to quickly analyze information, creatively reach solutions and then implement them, preferably with experience collecting, parsing and leveraging objective data to drive strategic recommendations.
- Solid understanding of securities products and operations (mutual funds, equities, fixed income, hedge funds, derivatives, etc.), as well as the various Wealth Management businesses.
- Continuous improvement and change management mindset, questioning conventional ways of managing the business and driving positive change.
- Strong communication skills, both written and verbal, with a demonstrated ability to clearly articulate issues and influence resolution at all levels of seniority.
- Ability to multi-task in a high-pressure environment with tight deadlines while maintaining a service-oriented mindset.
- Highly analytical self-starter with a demonstrated ability to work independently with limited supervision and deliver results.
- Bachelor's degree from an accredited, high quality institution
Preferred qualifications, capabilities, and skills
- Experience with intelligent data aggregation and visualization tools (Alteryx, Tableau) or coding (Python, etc.) a plus.
ABOUT US
JPMorgan Chase & Co., 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 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 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.