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Weath Management, Managed Solutions Specialized and Strategy Middle Office Analyst

Req #: 180037999
Location: Westerville, OH, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
About JP Morgan Asset and Wealth Management
J.P. Morgan Asset and 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.
Our Business
Wealth Management Operations supports the JPMorgan Private Bank. The Private Bank is the world’s premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.
Role Outline:
We are looking to for an Analyst to join our Middle Office team supporting the Managed Solutions and Strategy (MSS) business. MSS develops and manages the discretionary product offering of J.P. Morgan Wealth Management, responsible for ~$300B in client assets under management. Middle Office team members are responsible for completion of daily support activities, resolution of ad hoc inquiries and participation in various types of projects (e.g. process improvements, technical enhancements, product launches, etc.)   As an Analyst, you will be responsible for providing ongoing support to the Managed Solutions Portfolio Management teams, partnering loosely with technology and operation teams as well as Compliance, Supervisory Management, Audit and Risk.  To be successful, the selected candidate must have a background in process design and engineering as well as relevant product and investment knowledge and a strong ability in Excel (i.e. use of functions, pivot tables etc.). Responsibilities are likely to include but not be limited to:
  • Conducting ongoing data validation tests to ensure the data integrity of the systems & Coordinating system availability
  • Fielding client e-mails and calls regarding trading, systems, data issues and general inquiries and following up for resolution.
  • Addressing all Business and Operations Management reporting requests.
  • Facilitating client and performance reporting quarterly processes
Additional responsibilities include support of projects impacting our Business and their systems / tools, by:
  • Partnering with Business, Operations, Compliance, and Technology to define solutions for new business requirements.
  • Crafting training materials and facilitating end-user training sessions,
  • Reviewing current state operating models and recommending process improvements to reduce operational risk.
  • Bachelor’s degree strongly preferred.
  • Minimum of 2 years’ experience in financial services, preferably Operations or Middle Office.
  • Must be highly disciplined, a self-starter, and have the ability to execute on assignments independently.
  • Strong interpersonal and communication skills.
  • Strong organizational, analytical, and complex problem solving skills.
  • Team player and adaptable to a changing environment.
  • Ability to multi-task effectively and efficiently.
  • Ability to communicate end-user/system issues to a broad range of technical and non-technical staff.
  • Adaptability to learn new tasks and demonstrate a willingness to understand the detail of a process.
  • Proficient with Microsoft products - Excel, Work, PowerPoint, and Visio.
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