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Wealth Management – Business Analyst/Project Manager (Operations) – Associate

Req #: 170031312
Location: Edinburgh, SCT, GB
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 is uniquely positioned at the heart of all that we do, impacting our business undertakings from end to end. Our department supports all key business and platform initiatives. We oversee the processes that make our business work, such as client onboarding, transaction lifecycles, portfolio maintenance, new product structures and regulatory reporting.
Our role is all about understanding the impact of change on our processes, and institutionalizing a change mind set that drives improvements in all areas. Our success depends on a close collaboration with counterparts from all areas including the Business, Technology, Finance and Corporate Functions and other Lines of Business. That mind-set and collaboration is an integral part of what makes the firm one of the most respected financial institutions in the world.
Edinburgh is new strategic operating centre to help support our global business. There is a close partnership with employees based in other locations such as London, Hong Kong, Singapore, Geneva and New York to name a few. This role is a great opportunity to join a dynamic and growing team in a fast paced and challenging area.
The Role
Being part of the Projects & Business Innovation Support team, the successful candidate will be working in conjunction with our internal partners including Operations, Technology, Product, Business Management, Portfolio Managers and Technology. Our team delivers various Programs that provide solutions to optimise business flows, bring efficiencies and keep our platform compliant with regulations applicable to our legal entities and branches.
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:
  • Be responsible for the planning, management and delivery of projects through a project plan and engagement of stakeholders,
  • Determine the milestones and underlying requirements to deliver the project plan in conjunction with stakeholders across the various functional groups (Legal, Technology, Middle Office, Business Management),
  • Manage and prioritize initiatives that are requested by stakeholders,
  • Plan and perform testing of new functionality and regression testing,
  • Provide updates on the project status to senior management and stakeholders





Applicants should fulfil the following requirements:
  • Analytical thinking with the ability to implement and manage day-to-day tasks,
  • Identify critical requirements and potential gaps by understanding complex and interdependent processes,
  • Strong organizational, prioritization and project management skills,
  • Creative, ready to think outside the box and add input to improving existing workflows,
  • Ability to communicate, present effectively and adapt messaging appropriate to the audience,
  • Team player, shows commitment and dedication, can maintain a positive attitude and deliver results in a demanding environment,
  • Ability to take initiatives, work independently, multi-task and work well under pressure,
  • Strong knowledge in investment management or asset management,
  • Advanced MS access and excel with macros knowledge is a plus,
  • Excellent command of English language, knowledge of other languages is a plus
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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