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Wealth Management - CWM Operations - Operations Analyst II - Associate

Req #: 170073799
Location: Columbus, OH, US
Job Category: Asset Management
Potential Referral Amount: US Dollar (USD)

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.


The Chase Wealth Management (CWM) Operations Administration Department puts into action the policies and plans laid out by CWM Sales Management.
Operations Administration directly faces off with field and home office business partners and management, including Compliance, Legal, Risk, Supervision, Product and Audit, to assist with investment firm/sales administration initiatives, research and analysis.  Responsibilities of the Administration Manager may include managing small to medium size projects and initiatives, updates to firm policies and procedures, audit response preparation, addressing escalated challenges in the field, ownership of processes, and quality control review.  This will entail a good deal of project management, independent judgment, and the ability to work with senior leaders of the firm.
  • Requires 5+ years investment industry knowledge.
  • Prefer experience implementing operational controls in an Risk & Control Self Assessment (RCSA) testing environment
  • Requires strong project management skills, ability to work independently and attention to detail required
  • Strong time management and organizational skills with a focus on solutions and innovation
  • Excellent verbal and written skills with a proven ability to work with all levels of personnel including senior management
  • Expertise in Excel, including V-Lookups and Pivot Tables
  • Ability to organize information in a concise and user friendly way
  • Advanced analytical and quantitative skills
  • Minimum of five years of related experience or financial services industry experience
  • Excellent oral and written communication skills.  High degree of comfort presenting information to large audiences at various levels of the organization
  • Self-driven, Excellent interpersonal/communication and organizational skills
  • Experience identifying areas for process improvement and creating efficiency within a process
  • Detail oriented, strong analytical/problem solving skills, ability to work in a team
  • Experience in writing and preparing presentations, corporate communications, training materials, or test scenarios

  • Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

  • Ability to manage multiple priorities in a fast paced environment with heavy phone-based client and colleague interaction; highly adaptive to change
  • Demonstrated ability to be a leader and influence positive change in a professional environment
  • Strong compliance record in prior position(s)
  • Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)

  • Experience working on project teams and the project management process, with particular attention to information technology projects
  • Knowledge and proficiency with SharePoint, InfoPath, Access, and Visio strongly preferred
  • Bachelor’s degree preferred
  • Series 7 and 66 preferred
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