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Wealth Management, Business Analysis & Reporting Analyst, Associate

Req #: 180036195
Location: Westmont, IL, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
Firm Introduction: 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.

 

Position Description:
The Business Analyst will act as the primary interface to system designers, subject matter experts and managers and will be held accountable for developing a strong partnership promoting a collaborative and unified working relationship. This individual will be responsible for turning opportunities into projects and managing projects to completion, ensuring projects are delivered on-time as well as meeting or exceeding expectations. A critical component to the success of opportunity identification and management as well as business analysis will be acting as a visionary regarding the identification and production of key artifacts produced during phases of projects.

 
This individual provides a unique role in identifying, developing and quantifying business solutions as identified internally or through external vendors. The ability to understand, document, and articulate system and document changes is required. Preference is given for knowledge of both mortgage and data models and mappings, though not required. Skills to investigate, understand and communicate how documents and data are used as well as their impacts to processes is also required. This individual is responsible for identification, evaluation, and management of technology solutions in relation to business needs while ensuring continuity across scheduled implementations. 
 
Responsibilities:
  • Accountable for understanding document mapping, usage, standards and quality for mortgage transactions; this role requires extensive interaction with other analysts, vendors, legal, risk, governance and operations
  • Engage with appropriate areas within the business operations to develop requirements driven by vendors, regulatory requirements, or business needs, develop subject matter expertise, effectuate process change as needed
  • Review and or define specific document and/or system and document requests in partnership with the business and managed vendors to ensure proper business context and impact are understood
  • Perform requirements gathering and documentation leveraging other analysts, legal, risk and compliance, systems analysis, documentation, internal users, and third party vendors for systems development, enhancements, document changes and process updates.
  • Develop and clearly document functional business specifications for new and existing projects
  • Analyze and coordinate procedural changes as a result of business and vendor driven enhancements
  • Status reporting
  • Work with external and internal partners to identify systems and document solutions. Quantify the resources needed to implement business solutions.
  • Assist in the development of use cases, work with User Acceptance Testing partners, track and manage to project plan implementation timelines, and document results of new systems functionality and processes. Work with designers, project managers and staff as necessary to resolve issues.
  • Assist Design and Project Managers to devise and/or modify procedures to solve complex business problems in many forms including but not limited to cost benefit analysis, software analysis and review, and gap analysis.
  • Assist with documentation of IT projects and reporting to management.
  • Craft and execute detailed training, implementation, and remediation plans to ensure smooth rollout
  • Perform related duties as requested
  • Flexibility to meet team objectives as needed
  • Ability to multitask and work independently under time constraints
Knowledge/Skills/Abilities:

Ability to research, define and analyze business problems.
Ability to work with external clients and internal users to develop detailed, clearly written functional specifications for software development and for enhancement of existing software.
Ability to work & communicate effectively with IT and Operations personnel.
Knowledge of software development and maintenance methodologies.
Proficient with Windows Operating System, Outlook, Word, Excel, PowerPoint, Internet Explorer, Visio, and MS Project.
Solid speaking and presentation skills with the ability to present complex information to senior leaders
Ability to manage to small or recurring projects
 
Education
Bachelor’s Degree in Business Analytics, Data Analytics, Information System or related discipline
 
Experience
Two (2) or more years hands-on experience in project initiation and business requirements and analysis.
Two (2) or more years writing functional requirements and specifications for software development projects or data mapping projects
Preferred: two (2) or more years as a business analyst or operations analyst in the mortgage industry, specifically in the areas of production operations

 

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