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Asset Management GWM Credit PMO, Project Analyst, Associate (Brooklyn, NY))

Job Description

About JP Morgan Asset Management
J.P. Morgan Asset 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.

Our Business

Global Wealth Management Operations supports the JPMorgan Private Bank in JP Morgan’s Asset 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. Global 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.


Position Summary

The Global Wealth Management (GWM) Credit Program Office drives the operational credit, regulatory, and credit risk agenda in support of ongoing large-scale change in the Private Bank.  Additionally, the GWM Credit Program Office delivers critical solutions in terms of strategic frameworks and operational transformations which increase the Private Bank’s credit capabilities across multi-operating platforms and multiple regulatory jurisdictions.  




·         Project planning and analysis, including creating detailed project plans, documenting business requirements, detailing issues and problems, and drafting business and technical work/data flows

·         Data analysis, including data collection, synthesis, and analysis, and translation of those results into concrete actionable solutions

·         Define user acceptance test plans and test cases, coordinate and execute user acceptance testing and interpret, assess, and communicate results to enable signoff on deliverables and facilitate senior management’s evaluation of project status as measured against impact, deliverables, and goals 

·         Partner with technology and business clients from project onset through  implementation to ensure all deliverables and action items are completed as planned,

·         Work with business partners to design and implement enhancements to existing processes and/or business applications, introduce new processes and/or toolsets, and engage in process re-engineering  

·         Present business cases, recommendations, business/client impacts, and attendant issues, and obtain consensus for implementation

·         Facilitate and moderate project meetings, create materials to be used for presentation at working group and senior management meetings, and provide reporting/metrics as required

·         Partner with Training and Communications teams to develop change management/training plans and appropriate communications relative to project delivery and training

·         Provide implementation support, inclusive of testing and process change management, and ensure those implementations meet requirements established by  Legal and Compliance


  • College degree, or specialized training or equivalent work experience, with a minimum of five years of relevant work experience in the financial services industry; knowledge of Credit business preferred
  • Demonstrated strong analytical, problem solving and decision making skills. Candidate must identify issues, seek solutions and gain consensus regarding outcome
  • Team player adept at navigating a fluid and dynamic environment
  • Highly disciplined, self-motivated, and delivery-focused individual who is able to work independently
  • Global application and platform deployment experience a plus
  • Ability to quickly become familiar with new process and tools
  • Attention to detail and ability to assimilate fragmented facts into detailed statements
  • Strong communication and organization skills
  • Experience in creating business process flows, developing business processes and procedures
  • Experience in the testing lifecycle management, inclusive of test plan definition, execution and preparation of information to senior management to enable signoff on a deliverable
    Previous project management/business analyst experience a must
  • Ability to manage concurrent assignments in an effective and efficient manner
  • Proficient in Microsoft products-Word, Excel, Project, PowerPoint and Visio
  • Occasional travel
  • Series 99 or equivalent required within 120 days
Req #: 160022562
Location: Brooklyn, NY US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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