Wealth Management, Investments Business Management, Analyst /Associate
Req #: 180038664
Job Category: Accounting/Finance/Audit/Risk
About J.P. Morgan: J.P. Morgan is a global leader in financial services, working across the globe to deliver the best solutions and advice to meet our clients’ needs. We operate in 100 countries, and hold leadership positions across our different lines of business. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we are the most respected financial institution in the world – and why we can offer you an outstanding career.
About Global Wealth Management: With more than 160 years of experience, the J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to 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 Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.
Overview: The Global Wealth Management (GWM) Investments Business Management Team supports Senior Management working with Asset Class Leaders and Investment Team Leaders to manage and execute initiatives across the Private Bank. This group also partners with Legal, Compliance, and Risk to define and implement solutions to comply with new regulations and business requirements across multiple entities and jurisdictions.
Job Description: The individual in this role will support initiatives across the Investments and Solutions businesses, focusing on the continued success and innovation of Global Wealth Management. Initiatives will cover diverse subject matter, product development, project management, trading and trading systems, sales management, and our risk and control agenda. Success will require working collaboratively with senior management, stakeholders across the Investments and Solutions businesses, and control function partners with a critical eye for problem solving. Responsibilities will inevitably extend from areas mentioned into others.
Role and Responsibilities:
Provide key updates and deliverables for Senior Management across the Private Bank
Utilize qualitative and quantitative tools to analyze, synthesize and interpret large amounts of data and information, drawing conclusions and making recommendation
Problem solve and examine business initiatives with an eye towards client, firm, advisor, and business impact
Partner with Client Advisors and various support functions to effect change management, new product development and adherence to risk and controls.
Manage sales management priorities and track progression
Navigate and facilitate information flow/messaging between teams
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/Disability/Veteran.