Apply Now    

AM - Funds management: CRM Business Analyst (Columbus, OH)

Req #: 170118908
Location: Westerville, OH, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 3000 US Dollar (USD)
Global Funds Management

Global Funds Management oversees the delivery of JPMorgan Funds to individual and institutional investors around the world through regionally-based fund complexes operating in Asia-Pacific, the Americas and Europe.
Its funds span the complete spectrum of investment strategies, including equity, multi-asset, fixed income, currency, real estate, hedge funds and private equity. Funds are primarily offered to investors through third-party distributors, such as Financial Advisors in the U.S., but also directly to retail investors in a few markets like Taiwan.

With $443 billion in assets under management (as of Dec. 31, 2014), J.P. Morgan's funds family is the seventh-largest fund complex in the world, and ranks among the Top 10-largest in the three regions where it does business. For the past two years (2013 and 2014), it has also had the distinction of leading the entire global mutual industry in terms of actively managed, long-term net flows. It is also one of the leading cash managers, globally.

JPMorgan Funds is a leader in investment performance. As of year-end 2014, 76 percent of its mutual fund AUM ranked in the top two quartiles for investment performance for the five-year period ending Dec. 31, 2014. It is routinely recognized throughout the industry and around the world not just for performance, but for innovation and best-in-class service to advisors and shareholders.

Responsibilities:
The CRM Analyst will be a key contributor in the business identifying and documenting requirements for enhancements and upgrades. Additionally, this individual will be heavily involved with the balancing of transparency files within the CRM and working with our integration partners.  The analyst will interact with all levels within Funds Management to help support various CRM tools such as Salesforce, SalesPage, mWholesaler, and Funds CRM. 
 
The individual may work all aspects of software updates and rollouts within the business. The individual will maintain documentation and procedures, while performing on-going daily maintenance and updates.  They may also be responsible for updating the application code and/or managing the vendor update process. They will also be responsible for UAT, training, and determining downstream impacts of operational processes.  Additionally, they will maintain Corporate Risk standards.

  • Strong product knowledge and demonstrated expertise within CRM application systems. 
  • Ability to take initiative to find a solution to a presented problem along with researching unidentified issues.   
  • Strong analytical skills to help interpret business requirements and aid in translation to technical resources.   
  • Project experience to maintain on-time delivery and partnerships with vendors, business users, and application support.   
  • Strong knowledge of database and data management experience.  
  • Strong knowledge of transact-SQL to aid in testing of releases. 
  • Understanding of Investment Management Business, Mutual Funds,Managed Accounts, and/or Separate Accounts. 
  • Strong communication skills. 
  • Self motivated/starter. 
  • Bachelor's Degree preferred.
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.