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Asset Management - GWM - Private Bank - Business Management Analyst (New York, NY)

Job Description

J.P. Morgan Global Wealth Management

Private Bank - Business Management Analyst
About Global Wealth Management: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.

Role and Responsibilities: Business Management is an integral part of the Private Bank and responsible for executing key deliverables.  Major responsibilities include:

  • Utilize qualitative and quantitative tools to analyze, synthesize and interpret large amounts of data and information
  • Own all aspects of list management and reporting – data comparison, MIS aggregation and distribution
  • Develop a coherent picture around client and adviser impact within and across initiatives via data
  • Present results and recommendations in a simple, clear and coherent way via power point or other means
  • Understand and define business needs in the context of short and long term objectives
  • Communicate business priorities, processes and initiatives in a simple and compelling way
  • Navigate and facilitate information flow/messaging between teams
  • Develop rapport with members of the teams within and across regions
Specific qualifications include:
  • A minimum overall undergraduate GPA of 3.2
  • Expert use of Excel and Access; proficient in Power Point
  • Superior multi-tasking and organizational skills
  • Excellent communication skills and poise giving presentations
  • The ability to be a dynamic member of a team
  • Strong initiative, energy and confidence completing projects with limited supervision
  • Good judgment and discretion working with highly confidential information
Req #: 160027176
Location: New York, NY US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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