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Wealth Management Business Analyst

Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at
J.P. Morgan is a global leader in asset management services. As the Asset Management line of business in JPMorgan Chase & Co., we serve four distinct client groups through three businesses: institutional and retail clients through Investment Management, ultra high net worth clients through the Private Bank, and high net worth clients through Private Wealth Management. With assets under supervision of $1.7 trillion and assets under management of $1.2 trillion, we are one of the largest asset and wealth managers in the world.
J.P. Morgan Asset Management is a leading asset manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. With clear focus on managing client assets and delivering strong risk-adjusted returns, more than 650 investment professionals provides over 200 different strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity and take leadership positions in America, U.K., Continental Europe, Asia, and Japan.


Technology Business Analyst resource is required to perform requirements gathering and analysis on multiple Private Bank Client Service and Operations business initiative projects.  The individual will work with representatives from PB Business and Operations to define scope, functional solutions, user stories, manage issues, and create SDLC deliverables, i.e. project initiation document, business requirements, user stories, functional specifications, test strategy and approach, and meeting minutes.  In addition, this BA resource will be responsible for relationship management and facilitating meetings with business partners and technology colleagues.
Primary Responsibilities
  • Partner with GWM business and Application Development team to understand and document functional business and data requirements.
  • Create user stories/functional specifications/wire frames/process flows/data analysis for specified project initiatives.
  • Facilitate/participate in scrum ceremonies with business and technology stakeholders including daily scrums, product backlog grooming, sprint demos, etc.
  • Conduct test planning and execution (test strategy, test cases, test scripts, expected results).
  • Control project scope, identify and resolve key issues and risks.
  • Manage project timeline to ensure quality, on-time deliverables.
  • Create current and future state application process flows.
  • Facilitate solution architecture and technology estimates.
  • Work as a team player with global technology team members as well as the business.
  • 2 years coding experience required.
  • 1 year business analysis experience preferred.
  • Agile methodology experience preferred.
  • Experience in Data Analysis and Mapping, Flow Charting, Use Cases and Requirements Traceability.
  • Strong interpersonal skills and ability to build business relationships.
  • Ability to multi-task in a fast paced environment and extremely results oriented.
  • Ability to understand and articulate business requirements.
  • Experience in creation of user stories, functional specifications, test strategies and test cases.
  • Experience in SDLC and project delivery.
  • Excellent written and oral communication skills.
  • Demonstrated strong leadership skills.
  • Strong analytical and problem solving skills.
  • Ability to work independently, extremely self-motivated, and willing to learn.
  • Ability to be flexible, follow and meet tight deadlines, organize and prioritize work.
  • Financial systems knowledge.
  • College degree or equivalent work experience.
Req #: 160038006
Location: Newark, DE US
Job Category: Technology
Employment Type: Full Time
Potential Referral Amount: 3000 US Dollar (USD)

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