3 days old

JPMorgan Chase & Co.
Columbus, OH 43215
  • Job Code

Wealth Management, Managed Product Operations, Business Analyst

Job Description

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management, 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.


J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.


Our Team

This position will be part of the CWM Managed Product Organization within the Managed Account Operations team.  Managed Account Operations sit at the intersection of Financial Advisors in our branch network and the various money managers that have oversight of our accounts.  We support both and work to ensure that accounts are traded efficiently and requests are actioned in a timely manner. 


As a Business Process Analyst in the Chase Wealth Management Managed Account Operations area you will be responsible for performing analysis on current processes, working to implement changes as well as liase with various partners.  This role will require you to communicate daily on escalations and issues and challenge you to think critically about processes.  In addition you will be expected to perform traditional processing functions and help out on various ad hoc projects across the organization.



  • Basic knowledge of investment products/accounts

  • Basic knowledge of trade lifecycle and processing

  • Expert knowledge of Pershing Managed Account System (PMAS)

  • Comfortable working with data to present trends, analysis and impacts

  • Intermediate level Microsoft Excel skills (vlookups, pivots, nests, etc)

  • Ability to communicate effectively with peers and Financial Advisors

  • Logical, structured approach to problem solving

  • Strong understanding of root cause analysis

  • Ability to work in a fast paced, deadline driven environment

  • Comfortable working in a team based environment to solve problems

Req #: 200009169
Location: Columbus, OH US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-02-14 Expires: 2020-03-15

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JPMorgan Chase & Co.
Columbus, OH 43215

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