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Wealth Management, Private Bank Mortgage Operations Business Analyst, Associate

Req #: 170110302
Location: Westmont, IL, US
Job Category: Product Management
Potential Referral Amount: 0 US Dollar (USD)
Firm Introduction: 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.


Position Description: The Private Bank Mortgage Project Management Office is seeking a Business Analyst/Process Reengineer that will be responsible for all aspects of project delivery including developing and managing project plans, coordinating resources, overseeing project risks and issues (including developing solutions to address) and ensuring the successful completion of the project to satisfaction including but not limited to agreed scope, budget and time.  This role will require an ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with the management team. Responsibilities include analyzing workflow processes, evaluating viable process alternatives, and development of business requirements for the resulting solution. This also includes analyzing existing processes and making recommendations for improvements, evaluating current usage of systems, and recommendation of future system needs.

  • Experience and understanding of project lifecycle and project management disciplines
  • Strong analytical/writing skills, ability to quickly analyze information and creatively reach solutions
  • Drive implementation of process and workflow recommendations
  • Direct and manage project development from beginning to end.
  • Define project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders.
  • Develop full-scale project plans and associated communications documents.
  • Effectively communicate project expectations to team members and stakeholders in a timely and clear fashion.
  • Liaise with project stakeholders on an ongoing basis.
  • Proven ability as a self-starter, detail-oriented, well organized, strong decision-making skills and able to multi-task effectively
  • Ability to function productively in a fast paced changing environment
  • Ability to conceptualize and quickly understand new processes
  • Ability to effectively communicate with all levels of employees across the organization
  • Experience in workflow analysis and documentation
  • Ability to handle multiple projects simultaneously
  • Strong verbal and written communication skills
  • Ability to take the lead in unstructured situations
  • Consistent attention to detail and organizational skills demonstrated by professional follow-through
    • Problem-Solving Skills:  research, gather, arrange, compile, summarize and evaluate data in recommending solutions
    • 3-5 years of Project Management / business analyst  experience
    • 2+ years of mortgage experience preferred
    • Proficient with Microsoft products including Project, Visio, Excel and Word
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