JPMorgan Chase Wealth Management, Core Operations Specialist, PT Intern in Newark, Delaware

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

As a Core Operations Specialist Intern, focus will be on Statement Compliance Reviews and Resolution Process. The intern will review brokerage, non-brokerage, and internal accounts for statement frequency compliance review, as well as resolve any data integrity issues found within the accounts with internal partners and CSG

Reponsibilities

  • Ad-Hoc Research projects related to addresses and statements.

  • Gathering volume and SLA metrics for multiple teams

  • Metric Reporting

  • Testing

  • Processing and validation of client instructions

  • Working towards a Bachelor’s degree with a concentration in the areas of Accounting, Business, Finance, on Analytics preferred

  • Advanced Microsoft Excel knowledge and proficiency in performing Vlookups, Data Mining, and Macros

  • Solid understanding of Microsoft Access Databases and query logic

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.