Job Description

Our stakeholders, including the Advisor community and the Portfolio Management Group provide day to day management of Wealth Management discretionary accounts around the globe. With over $700 billion in assets under management, the MPS team partners closely with other Solutions teams, including the larger Investment Product Operations team, Chief Investment Office, Product, Manager Selection, Equity, Fixed Income, and Alternatives, to support strategy implementation to individual client accounts. The Managed Platform Services team serves a critical role in support of these teams so stakeholders can deliver the Firm’s best thinking to our clients.

As an Analyst within the managed Platform Services (MPS) team, you will support the cross line of business eco-system for Managed Accounts and will also be responsible for maintaining a continuous improvement mindset by participating in the manual process inventory reduction goals of the team.

Job Responsibilities:

• Provide day-to-day support to the user community across trading and general platform activities, escalating issues to associates as needed.
• Gather and organize data for analysis; summarize findings and contribute recommendations for process improvements for review by senior team members.
• Assist with data tasks, including basic reconciliations.
• Help maintain and update procedures and process documentation to reflect changes in workflow and system behavior.
• Contribute to continuous improvement by inventorying manual steps in trading products quantifying effort and risk, and drafting user stories for small automation opportunities.

Required qualifications, capabilities, and skills:

• At least 1+ years of experience in the wealth management/asset management industry or in a supporting role
• Excellent analytical and logical thinking to understand business processes.
• Ability to manage multiple deadlines / deliverables.
• Willing to be a strong team player/ able to work cross-functionally
• Excellent written and verbal communication skills; ability to articulate complex solutions.
• Strong organizational and prioritization skills, meticulous and strong people skills
• Be a collaborator who shows commitment and dedication, and can maintain a positive attitude and prominent level of performance on high profile/time-sensitive initiatives.
• Adaptability and openness to feedback
• Proficient to advanced experience with Excel, PowerPoint, SharePoint, One Note and Word

Preferred qualifications, capabilities, and skills:

• Investment management expertise/experience or security lifecycle is recommended.
• Knowledge of multi-asset markets, products and processes recommended.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans