Finance and Business Management, Trusts & Estates - Associate at JPMorgan Chase Bank, N.A.

Posted in General Business 11 days ago.

Type: Full-Time
Location: New York, New York

Job Description:


With client assets under supervision of $2.0 trillion and assets under management of $1.4 trillion, J.P.Morgan Asset Management (AM) 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 Global Investment Management (GIM), and high-net-worth and ultra-high-net-worth clients through Global Wealth Management (GWM), 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, and brokerage services to (ultra) high net worth clients.


The Finance and Business Management team is a global function responsible for partnering with senior management to deliver on critical business strategies. As an Associate supporting the Trusts & Estates (T&E) business, you will work with T&E leadership to help design and deliver strategic initiatives, with a focus on operating platforms. By working with the business users, including Trust Officers, Investors, Bankers, and Business Management, you will investigate issues, define and document requirements, perform detailed analyses, develop project plans, serve as a liaison between front and back office, manage and report progress, and drive the implementation of business solutions and change management initiatives.


  • Establish relationships with key functional areas within JPMorgan to support the development and ongoing delivery of T&E solutions (Operations, Risk, Legal, Compliance, Finance, Technology, etc.)
  • Ownership for the delivery of end-to-end process and platform change for large scale initiatives, including project management and business analysis
  • Serve as point of contact to PB / Trust Senior Leadership, Front Office, and Operations and own reporting on initiatives
  • Regularly lead working groups and facilitate weekly meetings with PB/Trust leadership
  • Analyze business operating models to identify potential efficiencies by redefining responsibilities, workflows or implementing automation; effecting change in processes and procedures, and infrastructure
  • Identify, assess and document business requirements ; propose creative solutions that balance technical solutions and limitations of the platforms against business priorities
  • Facilitate implementation of new functionality through project management, training sessions, and the development of training manuals to e nsure projects move seamlessly into the BAU environment


  • Proactive, accountable and detail oriented work ethic
  • Excellent organizational skills, diligent with tracking and reporting
  • Demonstrates a sense of urgency and comfortable multi-tasking
  • Able to develop long-term strategic plans as well as tactical near-term insights
  • Confidence and skill to develop, advocate for and deliver solutions to business leaders
  • Strong written and verbal communication skills to interface with all levels of the organization
  • Strong analytical and project management skills
  • Ability to effectively transform both quantitative and qualitative information into a compelling presentation
  • Self starter who is comfortable with multiple, competing priorities and enjoys working in a fast-paced environment


  • Experience in wealth management, private banking, investments, and/or trusts and estates preferred
  • 5 years of experience delivering and facilitating change in a corporate environment, and / or strategy or management consulting firm
  • Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions
  • Excellent communication and presentation skills as well as strong Microsoft Office skills with proficiency in Excel, Word, Visio, and PowerPoint are required
  • Experience in leading large scale transformation, operational risk management, and/or efficiency programs preferred
  • Drive data reporting to Senior Management (recurring and ad-hoc)
  • Familiarity with managing a SharePoint site
  • Proficiency in excel and ability to manage large amounts of data

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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