Job Location: Newark, DE
Managed Accounts Portfolio Implementation
J.P. Morgan Asset Management (JPMAM) is a leading asset manager for institutions, individuals and financial intermediaries, worldwide. Our investment professional are located around the world providing strategies that span the full spectrum of asset classes including equity, fixed income, cash liquidity, currency, real estate, infrastructure, hedge funds and private equity.
Managed Accounts Portfolio Implementation (MAPI) provides portfolio implementation services for discretionary accounts both internally and at third party institutions focusing on rebalancing and risk management activities. The team supports Separately Managed Account and Unified Managed Account products from both Global Wealth and Global Investment Management.
Position Description
The team is currently seeking a Business Analyst to be part of the CWM Support Services Organization focused on Managed Account Operations future business state. The project analyst will provide support to the Project Manager, and Operations, on a variety of initiatives by analyzing existing processes, identifying process gaps, areas for improvement and developing the appropriate controls for each
Day to day, this Project Management component of this role includes chairing a number of forums that govern technology, process, and product changes within the team; running the controls agenda; and developing / owning SLAs and operating model documentation as required.
Responsibilities
- Document, review, analyze 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/Analyze Reports relevant to Operations functions
- Propose process reengineering solutions to resolve current process breaks and identify areas of opportunity for improvement
- 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 analyze information needs and functional requirements and deliver the following artifacts as needed
- 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
- Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs
Qualifications:
- Portfolio accounting systems experience preferred (Charles River, Fiserv/Checkfree APL)
- Managed Account Experience – preferably MFA and SMA
- End-to-end project management including scoping, business case development, implementation, and change management
- Experience in business management including controls, regulations, MIS, and operations reporting
- Strong analytical/writing skills, ability to quickly analyze information and creatively reach solutions
- Proven ability as a self-starter, detail-oriented, well organized, strong decision-making skills and able to multi-task effectively
- Ability to function productively in a fast paced changing environment
- Ability to conceptualize and quickly understand new processes
- Strong experience producing related documentation including status reports, detailed schedules (MS Project), polished presentations (PowerPoint), risk lists, action items and meeting minutes. Ability to handle multiple projects simultaneously
- Ability to take the lead in unstructured situations
- Problem-Solving Skills: research, gather, arrange, compile, summarize and evaluate data in recommending solutions
- Proficient with Microsoft products including Project, Visio, Excel, Sharepoint, and Word
Education
- Undergraduate degree a must
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the WELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
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