JPMorgan Chase Wealth Management - CWM Operations, Business Process Analyst - Vice President in Columbus, Ohio
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 Business Process Analyst you will be a key member of the J.P. Morgan Securities service team in our mission to create great client experiences. Business Process Analysts work to create more efficiency, enhance quality, and build consistency within the service centers while operating in a highly controlled and regulated environment. Your contributions and deliverables ultimately result in a better client experience, better employee experience, and a more resilient business. As a Business Process Analyst you may be asked to perform a variety of functions, including:
Quality assurance activities including performing call observations
Assist in developing, writing, and maintaining procedures; Evergreen ownership of designated procedures within Wealth Management Answers
Monitoring and reporting on important metrics
Performs analyses using spreadsheet and database tools; makes recommendations to management based on findings.
Building and delivering communication and training to employees
Provide oversight for employee onboarding and new hire licensing program.
Liaise between organizations, across sites, lines of business, and various teams to represent the business
Identify and report areas for process improvements, gaps, or outages; build cases studies and documentation to perform needs analysis
Root cause analysis and evaluation; ownership of corrections or remediation within the business.
Conduct due diligence and focus on overall business readiness for events (e.g. conversions, mailings, new product/system launches, etc.)
Frequently leads projects/ complex assignments with little supervision. Ensures projects are completed according to established timelines and budget.
Responsible for writing charters, requirements, and collecting/organizing documentation.
May be asked to own risk and control testing including writing user acceptance test scripts and performing UAT testing for business technology projects
Preparing presentations for Sr. or Executive Management
May manage employees or managers
Minimum of five years of related experience or financial services industry experience
Excellent oral and written communication skills. High degree of comfort presenting information to large audiences at various levels of the organization
Self-driven, Excellent interpersonal/communication and organizational skills
Experience identifying areas for process improvement and creating efficiency within a process
Detail oriented, strong analytical/problem solving skills, ability to work in a team
Experience in writing and preparing presentations, corporate communications, training materials, or test scenarios
Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
Ability to manage multiple priorities in a fast paced environment with heavy phone-based client and colleague interaction; highly adaptive to change
Demonstrated ability to be a leader and influence positive change in a professional environment
Strong compliance record in prior position(s)
Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)
Experience working on project teams and the project management process, with particular attention to information technology projects
Knowledge and proficiency with SharePoint, InfoPath, Access, and Visio strongly preferred
Bachelor’s degree preferred
Series 7 and 66 preferred
Series 99 required within 120 days
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.