About JP Morgan Asset and Wealth Management
J.P. Morgan Asset and 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.
Wealth Management Operations supports the JPMorgan Private Bank in JP Morgan’s Asset and Wealth Management line of business. The Private Bank is the world’s premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.
Private Banking Operations is currently looking to hire a qualified candidate to fill an exempt open position within the Quality and Control / Journal team within Private Banking Cash Operations. The individual in this position will assist with quality and control tasks across Cash Operations as a whole. Role includes regulatory and CSA testing, GL transactions and monitoring of reconciliations for Cash Operations owned accounts. This position will have frequent adhoc projects. The qualified candidate should possess some of the knowledge in the areas listed above in addition to the qualifications listed below. This position will have frequent communication with all management across the US and Global Cash Ops teams, as well as all Operations teams, Client Service, and Trust and Estates from a Journal perspective.
The role requires the ability to process for the Journal team as needed (typically vacation coverage). This includes posting transactions to the general ledger on behalf of Operations, Client Service, and Trust and Estates space. Required skills to work in this role would be Omni, TE Tops, SAP, and WDC. Ability to process various types of transaction (cash, reversals, maintenance). Training will be provided. Coverage hours 9:15 – 6:15pm for Journal only (non-Journal coverage hours can be 8-5pm).
- Ability to interact with all levels of management
- Control Mindset with the ability to identify potential gaps in processes
- Time management with the ability to coordinate tasks quickly
- Strong initiative, analytical and problem solving skills
- Independent and self motivated
- Knowledge of Control Self Assessments (CSA) preferred
- Ability to understand Regulatory requirements impacting Cash Operations
- Solid aptitude with Microsoft Suite (Excel intermediate to advance preferred)
- Ability to multi-task
- Team oriented
- Strong written and oral communication skills
- Strong relationship building
- Client focused