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Wealth Management - IPB Operations Edinburgh Project Manager

Req #: 180032401
Location: Edinburgh, SCT, UK
Job Category: Operations
Potential Referral Amount: 3500 Pound Sterling (GBP)

Business Overview


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.

Operations Overview

Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end – involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world.

Edinburgh has been targeted to become a new strategic operating centre to help support our global business in partnership with London and grow our footprint in the UK.

We are offering you an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area.
Our Team
Our Edinburgh office is currently looking for an analyst developer for its Operations Department. Operations group is responsible for order execution, trade booking, data management, client fee billing, processing and settlement of transactions initiated for Private Clients worldwide.

The Role


Due to growth in our Edinburgh operation JP Morgan Chase & Co have an opportunity for an analyst level developer with VBA, Access and Excel skills to develop technical solutions to support our Banking Operations teams. The role will require considerable liaison with managers and teams across the business as well as the ability to develop solutions using Access, Excel, VBA and SQL technology. Experience of creating and supporting these types of developments within a banking environment would be useful, but is not essential.


Being part of the Projects & Business Innovation Support team, the successful candidate will be working in conjunction with the Operations teams and managers to implement ad-hoc solutions to optimise business flows and procedures. This is a unique opportunity to gain an in depth knowledge of all operational flows and contribute to a growing international business in a fast paced and innovative environment. The candidate will, among others, perform the following tasks:
•    Support existing and develop new Access / Excel developments to support various teams
•    Act as central point of contact for internal development queries and issues
•    Be the point of contact for MIS and statistics
•    Assist the Projects team and Managers to analyse existing or new process flows



•    Knowledge of Relational Database Modelling
•    Intermediate SQL knowledge
•    Intermediate MS Access knowledge, ability to construct and maintain complex databases
•    Intermediate VBA knowledge, ease in handling all Access objects in code
•    Good communication skills
•    Strong ability to interact with business users
•    Experience with Olympic Banking System a plus
•    Previous experience in Banking Operations a plus
•    Good command of the English language


JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase & Co. is an Equal Opportunity Employer.
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