JPMorgan Chase Wealth Management, Investment Middle Office, Business Analyst, Associate in Westerville, Ohio

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.

Our Business

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 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 participate in driving 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

  • With guidance, 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

  • Develop subject matter expertise on specific areas within the MSS Business

  • Build strong partnerships with control partners, within the WM Business Management organization, and across MSS Business teams

  • Work with minimal direction/independently, keeping management informed of progress and escalate issues


  • Bachelors Degree required

  • 2 - 5 years business analysis experience

  • Detail oriented, strong oral and written communication skills

  • Strong leadership, interpersonal and relationship management skills

  • Highly motivated, results-oriented, client -focused

  • Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint

  • Ability to analyze and resolve project-related issues and follow through with set objectives

  • Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize issues/workload

  • Ability to come up to speed quickly on new subject matter

  • 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 initiative

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