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Business Analysis and Reporting Analyst-Chase Wealth Management- Chicago, IL

Job Description

The Chase Wealth Management (CWM) Order Support team faces off with internal advisors and external clients assisting with order entry capabilities for mutual funds, equities, and options.
 
The Business Analyst [or role] will manage operational projects impacting CWM Order Support and provide support for day to day activities (e.g., maintain forms, policies and procedures, self-testing of controls, support business continuity, etc.) in support of the customer and advisor experience, enhanced controls, and processing efficiencies. Responsibilities will include, but are not limited to, the following:
 
  • Data collection, analysis, and dissemination of weekly and monthly operational reports
  • Preparing and validating monthly metrics
  • Technology use management and triage; Updating, tracking list of open technology defects and enhancements that impact or were opened by CWM Order Support; liaising with stakeholders to ensure timely delivery of enhancements and upgrades
  • Risk control testing including testing samples, compiling test data, and reporting on results
  • Operational administration including scheduling and supervision of department forms, policies and procedures, and letters
  • Maintaining user inventory list of hardware, telephony, and market data services
  • Represent the department in various work streams and projects
  • Ad hoc projects as needed
  • Provide continuous feedback on issues or projects
  • Requires investment industry/brokerage experience
  • Requires strong analytical skills and attention to detail
  • Must be proficient in Microsoft Excel, Access, and Word including the ability to run Pivot Tables, write queries, and compare data across different files
  • Must have experience in data collection, analysis, and dissemination of reports
  • Prefer Risk Control Self Assessment (RCSA) experience
  • Must have ability to effectively handle multiple concurrent assignments
  • Owns customer issues from start to finish
  • Strong oral and written communication skills
  • Prefer College graduate
Req #: 160006208
Location: Chicago, IL US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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