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Asset Management - GWM - Fiduciary Business Management - Business Analyst/Project Manager - Associate - New York

Job Description

J.P. Morgan Global Wealth Management

Fiduciary Business Management - Business Analyst/Project Manager - Associate



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, and retirement services for corporations and individuals.



The fiduciary business management group is a global function with a substantial presence in New York, London and Geneva which partners with senior management across GWM to deliver on the most important business strategies.  As Associate for the fiduciary business management group, you will work to further define and implement new operating platforms for the business’ front office.  By working with the business users, including Trust Officers, Fiduciary Executives and Business Management, you will define and document user requirements, perform detailed analyses, develop detailed project plans, serve as a liaison between front and back office, coordinate and perform application testing, manage and report progress, and drive the implementation of business solutions, and change management initiatives with business process and risk reviews, and associated adoption within the business and support functions.  The size and duration of each project will vary but the objectives will invariably focus on risk mitigation, process efficiency, technology enablement and business metrics reporting.


  • A solid understanding of the project management process coupled with a detailed understanding of business analysis and testing techniques, communication approaches and methodologies for managing the implementation of change initiatives
  • Facilitate the overall platform development, solutions design, business process engineering and implementation
  • 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
  • Analyze impact of proposed solutions across the business, develop use cases to explain / demonstrate business requirements to IT teams, and contribute a business or process perspective during design
  • Translate business requirements into test plans; conduct and facilitate testing in cooperation with development teams and business. Ensure issues are captured and develop plans to remediate them
  • Facilitate implementation of new functionality through training sessions, demos, and the development of training manuals to ensure projects move seamlessly into the BAU environment


  • 5+ years of Business Analysis/Project Management experience
  • Experience in trusts and estates, wealth management, private banking and asset management (institutional and private client) preferred
  • Experience and / or understanding of business process modeling, business systems development and analysis
  • Experience implementing business transformation, operational risk management, and / or efficiency programs preferred
  • Experience in creating test strategies, executing test plans, and documenting results
  • Excellent communication and presentation skills as well as strong Microsoft Office skills with proficiency in Excel, Word, Visio, and PowerPoint are required
  • Investments/Loans project experience a big plus
Req #: 160020904
Location: New York, NY US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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