JPMorgan Chase Wealth Management - Data Aggregation And Reporting Specialist in Newark, Delaware

Private Banking Operations supports JPMorgan Wealth Management, the world’s premier service provider for ultra-high-net-worth individuals. Our goal is to help affluent individuals across the globe optimize their wealth, after taxes and across generations. Located in Newark, Delaware, the 400+ members of the Operations teams provide end-to-end support for all aspects of the client banking experience, working closely with sales, service, and product specialty groups.

The Data Aggregation and Reporting role is responsible for supporting extremely high net worth clients including but not limited to onboarding of accounts, assets, legal entity structures to the Private Bank reporting vendor of choice, oversight and governance of the process as well as business management and product team support. The analyst will interface with senior business leaders including Bankers, Investors, Supervisory Management, Legal and Business management to define operating models, controls and workflows necessary to support all data aggregation and reporting processes.


  • Responsible for development of processes and procedures related to the Data Aggregation and Reporting Strategies

  • Active participant in defining future state of operations from a functional, technology and location perspective

  • Lead tactical initiatives around improving service, solution and processes to support current custody business

  • Ensure operational controls are effective and compliant with regulations governing the securities industry and internal policies

  • Manage key performance indicators to ensure exception levels remain within or below targets. Continued focus on eliminating root causes creating exceptions.

  • Conduct end to end reviews of all processes and procedures with a focus to remediate any control gaps and to improve efficiency, capacity and quality.

  • Serve as the subject matter expert on cross-functional business initiatives and projects

  • Develop and maintain strong relationships with internal clients and operational groups

  • Strong knowledge and detailed understanding of the securities industry and products (equities, fixed income, mutual funds, derivatives)

  • Ability to learn and adapt to a complex technological landscape

  • In-depth understanding the functions, workflows and technologies that are utilized across a securities operations environment.

  • A working knowledge of the custody and fiduciary/trust business.

  • Strong partnership and highly effective communication skills.

  • Strong influencing, negotiating and decision making skills.

  • Ability to drive and adapt to a rapidly changing business and technological environment.

  • Broad experience within financial operations with a particular emphasis on Securities Processing. Strong knowledge of securities products, settlement processes and securities servicing functions (corporate actions, income, proxy).

  • Strong verbal/written communication skills.

  • Demonstrated organizational and planning skills.

  • Demonstrated project management experience across organizational boundaries

  • Ability to work in high-pressure situations.

  • Strong analytical and problem solving skills to resolve issues and set direction.

  • Strong ability to make strategic decisions/recommendations and to take calculated risks.

  • Ability to develop good relationships with and gain the confidence of internal clients.

  • Outstanding time management and prioritization techniques

  • Ability to quickly learn new functions

  • Required PC skills include strong knowledge of Microsoft Suite of applications.

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