JPMorgan Chase Wealth Management, Investments Middle Office Business Analyst, Vice President in Brooklyn, New York
About JP Morgan Asset and Wealth Management
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.
J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to ultra-high-net-worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
The Investments Middle Office partners with various groups across the Private Bank, including Risk Management, Front Office Investors, Business Leaders, Legal and Compliance. The team coordinates information, business requirements and infrastructure necessary to enable clients to invest in a variety of dynamically managed portfolios.
Role and Responsibilities:
As a senior Business Analyst within Investments Middle Office, you will support our Managed Solutions and Strategies (MSS) business and Middle Office teams by participating in projects and providing support for various initiatives. The candidate may be involved in multiple projects or initiatives, working across the whole project lifecycle, researching new projects, business process changes, or system modifications. Through strong partnership with Business, Operations and Technology counterparts the candidate will work on project deliverables that are aligned with business and technology strategies. He/she will prepare documentation detailing requirements and business priorities, documentation of test plan and test cases, release notes and user guides. This role will require an ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with the management team.
Coordinate with various areas of Operations, Middle Office, Finance, Technology, and Senior Management to build business requirements, procedures and processes
Project analysis, including documenting business requirements, detailing issues and risks, and drafting business processes and data flows
Data analysis, including data collection, synthesis, and translation of results into concrete actionable solutions
Identify gaps between applicable requirements and current procedures/controls and drive resolution of mitigating controls
Work with business partners to design and implement enhancements to existing processes and/or business applications, introduce new processes and/or toolsets, and engage in process re-engineering
Develop and implement solutions that strengthen business operating models, enhance the client experience, and improve efficiency and controls
Define user acceptance test plans and test cases, coordinate and execute user acceptance testing and interpret, assess, and communicate results to enable signoff on deliverables
Provide implementation support, inclusive of testing and process change management, and ensure those implementations meet requirements established by Oversight and Control partners
Partner with training and communications teams to develop change management/training plans and appropriate communications related to project delivery and training
Develop subject matter expertise on specific areas within the MSS Business and present in a variety of forums and settings
Apply a critical eye in evaluating existing processes and frameworks; challenge the status quo and recommend solutions / enhancements to operating models and controls
Build strong partnerships with control partners, within the WM Business Management organization, and across MSS Business teams
Work independently, keep management informed of progress and escalate issues
Bachelors Degree required
5 - 10 years business analysis experience
Excellent communication and presentations skills, across various stakeholders and senior management
Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint
Excellent analytical and logical thinking to understand and analyze complex business processes
Strong organizational and prioritization skills, detail oriented and strong interpersonal skills
Financial Industry Experience is a plus, preferably Private Banking, Investment Management, or Brokerage/IB
Ability to analyze and resolve project-related issues and follow through with set objectives
Ability to deal with different stakeholder groups to elicit business requirements, procedures and processes
Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize work
Be a team player who shows commitment and dedication, and can maintain a positive attitude and high level of performance on high profile/time-sensitive initiatives
FINRA Series 99 licensing required within 120 days of hiring
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.