Job Description

J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.

As an Operations Automation Business Associate within Securities Services Operations (Automation Delivery), you translate user needs into precise functional requirements and shape solution design inputs with engineering and architecture. You maintain a rigorous separation between user requirements, functional requirements, and technical solution design to ensure end-to-end traceability and auditability across delivery. You also enable governed adoption of firm-approved AI capabilities across Operations by defining AI-specific requirements and supporting scaled rollouts without writing automation code or pilots.

Job Responsibilities

• Partner with Global Custody, Fund Services, Middle Office, and other product lines to elicit user requirements, target outcomes, and SLAs through workshops and interviews.
• Document current-state processes and pain points, and translate findings into structured requirements artifacts for delivery teams.
• Author and maintain a layered requirements stack (user requirements, functional requirements, and technical design inputs) and drive stakeholder alignment and sign-off.
• Model as-is/to-be processes using BPMN, defining controls, exception handling, cutoffs, and upstream/downstream integrations aligned to client SLAs.
• Establish bidirectional traceability from requirements to epics/stories, tests, and releases, enforcing taxonomy, versioning, and change control.
• Define testable acceptance criteria and support QA/UAT execution, defect triage, and release readiness activities.
• Leverage firm-approved AI capabilities by specifying AI guardrails, evaluation approaches, human-in-the-loop requirements, and design inputs (e.g., inference integration and observability).

Required qualifications, skills, and capabilities

• 5+ years of Business Analysis/Product Analysis experience in Securities Services Operations or related capital markets environments
• Ability to separate and document user requirements, functional requirements, and technical solution design inputs with end-to-end traceability and auditability
• Proficiency with JIRA/Confluence, BPMN/UML, and API specifications (e.g., OpenAPI), including defining integrations and data contracts
• Strong capability to define non-functional requirements (resiliency, performance, security, observability), write testable acceptance criteria, and partner effectively with QA/UAT

Preferred qualifications, skills, and capabilities

• Domain expertise across at least two Securities Services product areas (e.g., Global Custody, Fund Services, Middle Office)
• Experience defining requirements for configuration-driven scale (reusability, parameterization, regional variation handling) to support Operations sustainability post go-live
• Demonstrated ability to learn enterprise AI platforms and translate governance expectations into actionable functional requirements for scaled adoption
• Excellent stakeholder facilitation, structured communication, and attention to detail across cross-functional delivery teams

JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.