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Wealth Management, Tax Operations Risk & Control Associate

Req #: 180035721
Location: Chicago, IL, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
Management, WM, Tax Operations Risk and Control Analyst, Associate, (Chicago, IL/Newark, DE)
About JP Morgan Asset Management
J.P. Morgan Asset 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 SUMMARY:
The Tax Operations Risk and Control Analyst will be part of the Tax Operations Control team
which provides support and governance over the control environment across U.S. Tax Operations. 
 
Broad responsibilities include: managing Control Reviews, supporting RCSA / OLO / COI / Reg 9 reviews / User Tools / Business Resiliency / Document Retention. Review and reporting of Key Metrics, Coordinating Compliance Testing and Regulatory reviews, provide Third Party Provider oversight, manage Audit Requests from internal and external partners, and reviewing policies and procedures to ensure they meet control standards.
 
This role requires a close working relationship with the U.S. Tax Operations management, as well as collaboration with a number of WM Operations and corporate partners.   The position requires direct interface across all levels of management so intermediate-advanced communications competency is required.  Strong time management and organizational skills are essential to success in this role, as well as the ability to identify the need to escalate when appropriate.
 
Experience
  • Experience in risk management, metrics management, business management or other roles with coordination responsibilities across a diverse set of stakeholders
  • Experience with operations and product support preferred
  • Experience in managing projects preferred
  • Experience in direct interface with Senior Management / Senior Leadership
     
Qualifications
  • Strong communications and interpersonal skills, including dispute resolution
  • Detail oriented and committed to consistent quality
  • Excellent time and project management skills
  • Excellent computer skills: MS Office Suite (PowerPoint, Word, Excel, Access)
  • Strong analytical and problem-solving ability
  • Highly motivated
  • Able to operate with minimal oversight
  • Highly effective at multi-tasking and adapting to changing priorities in a dynamic business environment, and at continually assessing and reprioritizing focus on key priorities in delivering for the business
  • Forward-looking and creative thinker
  • Strong analytical and process view skills
  • Outstanding relationship management, interpersonal and communication skills
  • Client focused with a tenacity to resolve issues and conflicts
  • Ops 99 or equivalent (if none, will need to address this requirement within 90 days of starting the role)
 
Experience
  • Experience in risk management, metrics management, business management or other roles with coordination responsibilities across a diverse set of stakeholders
  • Experience with operations and product support preferred
  • Experience in managing projects preferred
  • Experience in direct interface with Senior Management / Senior Leadership

Education


B.S. Degree or equivalent work experience
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