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Wealth Management - U.S. Trusts & Estates - Project Management - Associate

Req #: 170119247
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3000 US Dollar (USD)
With client assets under supervision of $2.5 trillion and assets under management of $1.8 trillion, J.P. Morgan Asset & Wealth Management (AWM) is one of the largest asset and wealth managers in the world. We serve four distinct client groups globally through three businesses: institutional and retail clients through Asset Management (AM), and high-net-worth and ultra-high-net-worth clients through Wealth Management (WM), which includes the Private Bank and J.P. Morgan Securities. We offer global investment management in equities, fixed income, solutions, real estate, hedge funds, private equity and liquidity. We provide trust and estate, banking, lending, custody and brokerage services to (ultra) high net worth clients, and retirement services for corporations and individuals.
 
About J. P. Morgan Private Bank:
The J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
 
Role Description:
Based in New York, the U.S. Trusts & Estates Business Management Associate is responsible for partnering with the Business Management Project Teams, Middle Office Operations, Technology, and the Trusts & Estates (T&E) Front Office to effectively deliver on business initiatives with a focus on those related to change management.
 
Day-to-day activities will focus on gathering and analyzing large amounts of data while ensuring its accuracy for use in strategic initiatives. In addition, this role will work closely with Data Scientists and Technology to review and understand datasets for use in digital efforts intended to transform current business operating processes, as well as assist with implementing other T&E digital capabilities.  
 
Responsibilities:
  • Procure and analyze large amounts of data, provide recommendations, and design how to best structure data remediation efforts
  • Manage T&E remediations which includes having in-depth knowledge of all projects requiring remediation, understanding T&E business cycle and impact remediation efforts have on T&E Front Office, and identifying opportunities to manage remediation efforts efficiently
  • Serve as a remediation liaison and central contact between Business Management Project Teams, Middle Office Operations, and T&E Front office
  • Partner with Data Scientists and Technologies team in machine learning efforts which include understanding the data used and conclusions made from machine learning activities as well as identifying other machine learning opportunities
  • Support global digitization of T&E documents by working with Legal, Compliance, Risk, Operations, Digital team to enable e-capabilities
  • Work with the Private Bank Digital Teams and conduct on-going digital research to recommend new digital solutions for Trusts & Estates domestically and internationally
  • Create, track, and report key metrics to internal stakeholders to demonstrate status / progress
  • Prepare presentations and reports for internal stakeholders as well as present findings to Trusts & Estates leadership
  • Partner with the Project Management Office to highlight initiatives and analyze data regarding T&E achievements and areas of opportunity to promote productivity
 
 
 
  • Three  to five  years of financial services experience preferably in wealth management
  • Experienced with Big Data, Data Analytics, and Digital Solutions
  • Advanced analytical and critical thinking skills where individual has the ability to quickly analyze large amounts of data and provide recommendation
  • Advanced written and verbal communication skills where individual is comfortable interacting with all levels of the organization including Senior Management
  • Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions
  • Comfortable working independently, managing multiple competing priorities, and demonstrates a sense of urgency
  • Excellent organizational skills with proficient to advanced experience with Excel, PowerPoint, Sharepoint, and Word
  • Good judgment and discretion working with highly confidential information
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