Job Description
We have an exciting and rewarding opportunity for you to take your career to the next level.
As a Platform Management and Operations Associate within the Asset & Wealth Management, you will be entrusted with the comprehensive management and daily operations of CPR, Model Management, and Tax Savings Reporting. Your role will involve liaising with clients and other client-facing teams to address emerging business needs and challenges, offering solutions and coordinating with cross-functional stakeholders to guarantee platform activities are executed with precision, consistency, and scalability. Working in a dynamic environment, you will have the chance to promote business impact and contribute significantly to our team's success.
Job Responsibilities:
- Manage End-to-End Management and day-to-day Operations of Client Performance Reporting (CPR), Model Management (MM), Tax Savings Reporting (TSR), and future business critical Platform Management Business-As-Usual (BAU) processes.
- Interact and maintain an effective control environment for the Client Performance Process (incl. documented controls, oversight, procedures etc.)
- Provide resolution to partners, coordinates with other cross functional stakeholders (e.g., Ops, Tech, Vendor, and Client Solutions Teams) involved in the process to ensure that 55ip Platform activities are executed with quality, consistency, and scale with a high degree of reliability.
- Critically evaluate and maintain an effective control environment for the Client Performance Process (incl. documented controls, oversight, procedures etc.)
- Proactively partner with Technology, Accounting Systems Vendor, JPM stakeholders regularly to ensure client outcomes are met, and changes impacting the business are vetted appropriately and socialized proactively. Investigate, follow-up, and resolve escalated client issues and problems through effective collaboration with cross functional stakeholders
- Drive and challenge business units on their assumptions of how they will successfully execute their plans and assist with creation of processes and procedures
- Take ownership and proactively manage of the various risks (e.g., data quality, timing, report quality). Partner with Product team for process automation. Lead, execute, and, manage ad hoc initiatives and projects, driving implementation of changes and ensuring sustainability
- Cross-train and become back up for other Business-as-Usual (BAU) process to provide coverage and business continuity
Required qualifications, capabilities and skills:
- Minimum of 3 years of experience building processes, managing cross functional projects that promote business impact
- Prior financial services experience, ideally in an investment management context
- Excellent written and verbal communication skills
- Exceptional organizational capabilities and attention to detail
- Strong analytical and problem-solving skills with ability to present conclusions concisely
- Ability to execute and project manage multiple stakeholders and tight deadlines
- Strong work ethic and a desire to work in fast-paced environment
- Experience working cross-functionally and with Technology and Operations
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
