Wealth Management Business Management - Associate (601)
Role Description
Organization Description
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management 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.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
Employer Description
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Job Description
Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business.
An Associate in Business Management would be expected to:
- Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
- Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
- Communicate effectively with key business partners to understand projects and drive next steps like automation
- Identify key business risks on the platform and drive resolution of mitigating controls
- Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
- Collect and maintain internal resources and documentation on collaboration sites, like SharePoint
- Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes
Qualifications
- Master's degree in Business, Finance, Economics, or other related area
- 4 to 6 years experience in Banking / Wealth Management preferred
- Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables) and knowledge in applications like Tableau, Alteryx, Python and others preferred
- Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence
- Demonstrated ability in dealing with different stakeholder groups and driving the agenda
- Excellent communication, organization and project management skills
- Excellent written and oral communication skills
- Strong time management and prioritization skills
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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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