JPMorgan Chase Wealth Management - CWM Operations, Controls and Governance Analyst - Associate in Chicago, Illinois

About JP Morgan Asset and Wealth Management

J.P. Morgan Asset and 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.

Wealth Management Operations supports the JPMorgan Private Bank and Chase Wealth Management in JP Morgan’s Asset Wealth Management line of business.

The Private Bank is the world’s premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.

Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors. The J.P. Morgan Securities Client Service Center’s mission is to create a great client experience and help individuals across all 50 U.S states to save and invest wisely. The group works in a team environment to assist clients with service over the telephone and serves as experts on our online platform, such as Chase.com.

Position Summary

CWM Operations Control & Governance advocates a culture of shared responsibility for managing risk within the Wealth Management Operations organization through collaborative analysis, great-practices sharing, training & awareness and effective governance and execution of control improvement programs.

The Chase Wealth Management Operations Controls & Governance Analyst will partner closely with teams across CWM Operations to provide Risk and Control Self-Assessment (RCSA) data analysis support and assist with the Issue Management Program. Key responsibilities will include Business Control Testing, Exam/Audit Ready Testing, Issue & Action Plan Testing, risk and control calibration exercises, and monitor CWM Ops controls for Enterprise Program Management applicability.

Essential Duties & Responsibilities:

  • Experienced accessing large amounts of data from multiple sources to synthesize data for detailed analysis and creation of key reporting metrics.

  • Investigative analytics: Monitor and query data to recognize anomalies and trends.

  • Present key data and metrics in a consistent, compelling, and easily-understandable fashion

  • Dashboard reporting

  • Bachelor’s degree required.

  • Business analytics experience; at least 3 years experience in a Financial Services environment (Risk and Controls experience preferred)

  • Strong analytical and data analysis skills

  • Mastery of Microsoft Excel, including pivot tables, graphing, etc.

  • Microsoft Access experience a plus.

  • SharePoint experience a plus.

  • Firmwide Operational Risk and Control Environment (FORCE) application experience a plus.

  • Strong oral and written communication skills.

  • Strong process analysis and improvement skills.

  • Strong consulting and relationship building skills.

  • Strong presentation skills.

  • Flexibility: ability to adapt and flourish in the fast-paced, ever-changing, dead-line driven controls environment.

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