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Wealth Management, Business Analyst, Associate

Req #: 180029434
Location: Newark, DE, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)

Company Information

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.

J.P. Morgan's Private Bank offers expertise across wealth management disciplines to help high net worth clients advance toward their goals. The insights which J.P. Morgan brings to bear are the results of more than 160 years of experience helping individuals and their families grow, manage and sustain their wealth, to ultimately leave a lasting legacy.   The Private Bank is organized in four global regions:  Asia, Europe and the Middle East, Latin America, and the United States.



Position Summary:

Wealth Management Operations, located in Newark, Delaware, is looking for an experienced Business/Project Analyst to join the Fee Billing Project Team.  This Team supports strategic initiatives, new Product offerings, and enhancements to the existing billing system for Client accounts.  The work is diverse, fast-paced, and closely-linked to business priorities.




  1. Develop a working knowledge of the back-office fee billing application, the legacy user interface to fee data on client accounts, and the new strategic fees suite being developed.
  2. Apply analytical skills to succinctly summarize large quantities of data framing the business context of questions and issues as they arise
  3. Support the migration off the legacy system over to new applications: 
    • Design and execute User Testing of new functionality under development in the new strategic interface
    • Assist with the creation of training and communications materials
    • Participate in planning for operational readiness for front, middle and back office Users 

    4.   Establish and maintain strong working relationships within Wealth  Management Operations as well as with Technology and external vendors to build product expertise and assist with issue resolution

  • 3+ years of business analyst and/or project management experience


  • Strong working knowledge of analytical user tools deployed in an financial operations context such as Excel (spreadsheets, formulas) and Visio (process flow diagramming)


  • Solid oral and written communications skills


  • Demonstrated knowledge of the Project Life Cycle: scope definition and management, planning, estimating, analysis, development, testing and implementation


  • Prior experience drafting test cases, executing test scripts, and status reporting


  • Demonstrated abilities to develop relationships with operational processing units, to communicate project status, and to understand detailed business requirements


  • Bachelor's degree


  • Series 99 securities license is required within 120 days of joining the department  


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