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Wealth Management - CWM Operations, Business Process Analyst II - Vice President

Req #: 180000356
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. The Business Analyst II will provide support to the Project Manager, and Operations, 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.
As a Business Analyst II you will be responsible for the following
  • Document, review, analyse and design/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 move to a yet determined future state.
  • Establish/Create/Analyse Reports relevant to Operations 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 work nonstandard hours, including early morning, late evening and weekends to accommodate testing schedule requirements
  • Elicit project or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis
  • Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
  • Proactively communicate and collaborate with external and internal customers to analyse information needs and functional requirements and deliver the following artifacts as needed
  • Experience in using enterprise-wide requirements definition and management systems and methodologies required
  • Successfully engage in multiple initiatives simultaneously
  • Work independently with users to define concepts and under direction of project manager(s)
  • Drive and challenge business units on their assumptions of how they will successfully execute their plans, and assist with creation of processes and procedures
  • Strong analytical and time management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts
  • Serves as the conduit between the customer community (internal and external customers) and the development team through which requirements flow
  • Develop requirements specifications according to standard templates, using natural language
  • Collaborate with developers and subject matter experts to establish the technical vision and analyse trade-offs between usability and performance needs
  • Be the liaison between the business units, technology teams and support teams


  • Three to five years managed account experience highly desired; focus on service, project management or support preferred
  • Accelerated skills in MS Office, including Excel and Access
  • MORCOM experience is highly desired
  • Mastery of Managed Account workflow processes and related tools 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 & team results
  • Ability to effectively interact with all levels of business 
  • Ability to present a professional image and demeanor 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
  • Series 7 Preferred
  • Knowledge of the Blueprint system
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