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Wealth Management - CWM Operations, Business Process Analyst II - Associate

Req #: 170095694
Location: Columbus, OH, US
Job Category: Operations
Job Description:
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.


This position will be part of the CWM Support Services Organization focused on Managed Account Operations future business state. This role will provide support to the Project Manager with a focus on the Product structure design components on a variety of initiatives by analysing existing processes, identifying process gaps, areas for improvement and developing the appropriate controls for each within the future state of the firms RIA Managed Accounts. Support business partner deliverables including documenting business requirements, providing testing support, documenting quality standards and demonstrating design of procedures.
You will be responsible for the following:
  • Document, review, analyse and evaluate business processes, systems and user needs.
  • Work with business partners to ensure consistency in implementing change related to system, policy and procedural enhancements required to remediate systemic issues and/or process break
  • Establish/Create/Analyse Reports relevant to Product functions
  • Propose process reengineering solutions to resolve current process breaks and identify areas of opportunity for improvement
  • Ensure adherence to established Change Control policy and procedure creation/maintenance
  • Ability to perform in an environment that offers a wide degree of creativity and latitude with the expectation of high performance and results
  • Display/Demonstrate the skills/discipline to complete special projects and other tasks as required.
  • Display high level of communication/professionalism in leading groups and process improvement initiatives
  • Ability to successfully interact with and manage vendor relationships
  • Ability to work non-standard hours, including early morning, late evening and weekends to accommodate testing schedule requirements

  • Three to five years’ experience highly desired; focus on service, Product design and function
  • Accelerated skills in MS Office, including Excel and Access
  • MORCOM/CONNECT experience is highly desired
  • Customer service, team and goal-oriented, enhanced by a high sense of urgency and professionalism
  • Excellent analytical skills with close attention to detail
  • Excellent communication and people skills used to drive self & teams to get tasks completed
  • Ability to effectively interact with all levels of business
  • Ability to present a professional image and demeanour to internal/external customers and team members
  • Ability to communicate effectively both orally and in writing with internal and external customers
  • Demonstrate organizational skills and ability to handle working within strict timelines
  • Ability to coach and mentor team members by demonstrating job knowledge and constantly displaying professionalism
  • FINRA licensing (Series 7) is preferred
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