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Wealth Management, Investments Middle Office Project Analyst, Associate

Req #: 170115259
Location: Newark, DE, US
Job Category: Project 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:

JP Morgan Asset & Wealth Management’s Private Bank is the world’s premier service provider for ultra-high-net-worth individuals.  Our goal is to help affluent individuals across the globe optimize their wealth, after taxes and across generations. The business prides itself on delivering creative, customized solutions to clients in a way that is tailored to their individual needs.


As a Project Analyst within Investments Middle Office, you will support the Investments Middle Office teams by providing project and business support for various initiatives.  The candidate may support multiple projects or initiatives across various geographic locations.  Projects will involve participants from and have impact on functions across multiple lines of businesses.  Project work typically has a substantial impact on the corporation/LOB and is geared towards revenue enhancement, cost reduction, risk mitigation, process improvement or other priorities as defined by management.  Ad hoc requests in addition to scheduled activities are likely.


Key Responsibilities:

  • Support the Project Manager in planning and executing small-to-medium scale projects or business initiatives. May also be responsible for leading small projects/initiatives independently.
  • Organize discreet work efforts and provide overall project or program tracking.
  • Communicate to senior management and other key stakeholders.
  • Partner closely with the hiring manager to manage business/client project deliverable expectations.
  • Provide feedback on project status, offering constructive options to ensure project tracks to original expectations.
  • Direct activities, monitor details, and set priorities.
  • Review root cause analysis and implement best practices.
  • Communicate and facilitate management decisions at the earliest possible time.
  • Function as an escalation point to keep all parties aware of overall project impacts.
  • Project activity and schedule may require weekend work from time-to-time.
  • Lead status meetings at the operational and project level.
  • Develop agenda’s and presentation decks for status meetings
  • Specific project activity may include:
    • Documenting current and future state operating models
    • Documenting policies and procedures
    • Developing and delivering client and/or internal communications
    • Researching and clarifying business requirements so technology can deliver appropriate technical solutions. 
    • Planning and coordinating UAT and regression testing for key applications
    • Metrics reporting and status tracking

Candidate must be able to juggle multiple tasks/projects simultaneously, handle changing priorities, and work independently in a fast paced environment. 

  • Bachelor's degree or equivalent work experience
  • Highly motivated, results-oriented, client -focused
  • Strong leadership, interpersonal, & relationship management skills
  • Strong network delegation and follow-up skills
  • Ability to synthesize information to reach logical conclusions & present findings
  • Ability to evaluate & improve processes; Excellent documentation skills
  • Strong verbal & written communication skills
  • Strong systems, operational, and control analysis skills
  • Demonstrated intermediate level proficiency with MS Excel, Word, PowerPoint
  • High degree of initiative, self direction, and ability to work independently
  • Ability to work well in a team environment
  • 2-5 years project management and/or business analyst experience
  • Strong issue resolution/and problem solving abilities
  • Ability to be flexible, follow tight deadlines, organize and prioritize work
  • Effective presentation skills
  • Must have investment banking/investment management experience.
  • Familiarity with Private Banking /mutual funds is a plus


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