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Business Analyst - Digital Wealth Management

Req #: 170106379
Location: Choose One, , US
Job Category: Digital
Potential Referral Amount: 5000 US Dollar (USD)
JPMorgan Chase & Co. is a leading global financial services firm with assets of $1.6 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan and Chase brands, the firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients.
The Digital Wealth Management Digital team is charged with creating a fully integrated, elegant and seamless digital experience across the entire life cycle for both clients and advisors, creating a compelling omni-channel experience that both creates efficiencies for clients and advisors and enhances their relationships. We build the strategic vision and execute programs to bring to life this digital experience, driving 360-degree client engagement. Our organization works closely with the business, both in Global Wealth Management and Chase Wealth Management, with teams aligned to front-office regions, service teams, strategy and solutions teams, marketing and technology. This structure enables us to create solutions that drive revenue, increase advisor efficiency, improve client satisfaction and grow market share.
The Digital Advisory team is a critical component of the Digital Wealth Management program. The team will be responsible for launching a new product offering which the industry widely expects to attract significant assets in the next few years. The offering will be centered around digitally-managed model portfolios tailored to individual client needs. Industry-wide growth expectations for such offering are extremely high and are driven by both evolution of client preferences as well as by changes in regulatory environment (e.g. implementation of the DOL rule in the US).
Digital Advisory team is looking for motivated, forward thinking individuals with a singular focus of delivering innovative advice and investing platforms. The Business Analyst will utilize his or her business knowledge related to financial services and/or institutions to lead the process of translating business needs into system requirements. He or she will work extensively with business, product, and IT team members to ensure the implementation of the product vision.
While the Operations, Business, Product and IT partners will be responsible for specific deliverables within their areas of expertise, the Business Analyst will provide thought leadership across the scope of his / her work stream within the Digital Advisory program. In addition, he / she will own the resulting business requirements for the work stream.
Successful Business Analyst will exhibit strong client focus, intellectual curiosity, excellent problem-solving and communication skills, and ability to prioritize and structure the work effectively to achieve a desired outcome within a specified time frame. As such, while not required, prior experience with business transformation programs / teams will be helpful.
  • Participate in product roadmap evolution and feasibility determinations;
  • Assist in developing and maintaining product portfolios, risk profiles, and related content;
  • Lead design sessions with key partners to address critical business, operating model and process questions, to serve as input into business requirements;
  • Work with the Partner organizations to make sure operational processes and infrastructure is viable;
  • Critically evaluate information gathered from multiple sources and ensure consistency; determine cross impacts; distinguish user requests from the underlying user needs;
  • Elicit and drive the business requirements process for projects and work orders by owning the creation, visualization, documentation, translation and management of product requirements. (This includes creating and maintaining a repository of requirements.);
  • Document traceability of requirements to business objectives – ensure that all requirements are all in support of the business case;
  • Facilitate the completion of cost/benefit analyses in support of usability decisions during the design phase. (e.g. for major product enhancements);
  • Participate in UAT execution (as coordinated by the Project Manager) to ensure it ties back to the requirements. Report findings back to Project Manager and work with the Product team to determine the severity of any follow-up action items (e.g., defects that cause us to delay release, defects that we can go live w/ etc.);
  • Access data to support requirements when needed or to determine ongoing health or success of a product (e.g., web analytics, Voice of Customer, call center data, error messages, and other business case data elements);
  • Ensure the JPM brand is highlighted in the right way and that all appropriate regulations (including regulatory oversight and processes) are all satisfied.
  • To perform the job successfully, an individual should demonstrate the following competencies;
  • Clear understanding and knowledge of basics of portfolio construction, portfolio management, and portfolio analytics
  • Customer Focus – is dedicated to meeting the expectations and requirements of all customers, solicits first hand stakeholder feedback and is able to translate that feedback into improvement ideas and initiative; acts with both internal and external customers in mind; creates and maintains effective relationships with all customers;
  • Decision Quality – makes sound decisions based on a mix of analysis, experience and judgment; most solutions and suggestions turn out to be correct and accurate;
  • Innovation – is good at bringing the creative ideas of other to market; can facilitate effective brainstorming; can predict potential outcomes of ideas;
  • Learning Agility – learns quickly when facing new opportunities and/or problems; enjoys the challenge of new and ambiguous tasks; analyzes both successes and failure for improvement ideas; quickly grasps the underlying needs of requests;
  • Problem Solving – uses sound methods to solve difficult problems with effective solutions; can see hidden problems; doesn’t stop at the first or obvious answer; able to read and interpret complex information.
  • Comfortable using content management systems



  • 3+ years working experience in a business analyst or equivalent role;
  • Ability to successfully engage in multiple initiatives simultaneously;
  • Strong verbal communication and presentations skills;
  • Strong written communication skills – the ability to write clearly with a high level of sophistication and detail;
  • Digital product launch and lifecycle management experience;
  • Demonstrated ability to manage multiple initiatives to completion under concurrent, rigorous, and regulatory deadlines in a fast - paced dynamic environment.
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