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Wealth Management - CWM Operations - Business Process Analyst

Req #: 180028479
Location: Chicago, IL, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
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.


The Research Business Analyst will be responsible for conducting in-depth research for a wide variety of problems, topics, and issues, some involving mutual fund trade corrections in brokerage accounts.  The Analyst would take ownership of inquiries through their resolution, which would require the ability to successfully interface with other departments at different management levels. The analyst must be able to work independently or in conjunction with others, determine if an underlying pattern on a larger scale may exist, resolve or seek out the resources to resolve the problem(s) at hand. Analyst would need to confer with management for escalations when solutions are not readily available or if there are consequences requiring management attention or loss.


The ideal candidate enjoys networking within the organization to find creative solutions to abstract problems and have a solid understanding of the business of Chase Wealth Management.  This should be an individual that is a self-starter and works with minimal supervision, personable and approachable.

  • At least 2 years of brokerage or related industry experience.
  • Must be able to research and resolve problems in various stages
  • Ability to multi-task is required.
  • College degree recommended /preferred
  • Strong reasoning skills
  • Series 7 license preferred.  If Series 7 is not held, candidate must be able to attain within within 120 days


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