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Wealth Management, Overdraft Reporting Analyst

Req #: 170103879
Location: Newark, DE, US
Job Category: Operations
Potential Referral Amount: 5000 US Dollar (USD)

About JP Morgan Asset & Wealth Management
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.

 
Our Business
Wealth Management Operations supports the JPMorgan Private Bank in JP Morgan’s Asset & Wealth Management line of business. The Private Bank is the world’s premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations.  Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, trust & estates, product specialty groups, third party vendors and other internal groups.

 
  • Detailed Oriented
  • Strong organizational, problem solving and analytical skills
  • Demonstrated success working within a team environment
  • Time management with the ability to coordinate tasks quickly
  • Strong relationship building
  • Ability to multi-task
  • Independent and self motivated
  • Strong written and oral communication skills
  • Solid aptitude with Microsoft Suite (Excel intermediate to advance preferred). Must understand vlookup, pivot tables, charts/graphs, etc. 
  • Experience in cash management preferred
  • Experience in UAT testing preferred
  • Bachelor’s degree
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