Job Description

Capital Markets and Securities Operations (CMSO) partners with various groups across U.S. Private Bank and JPM Wealth Management, including Trading, Transfers, Supervisory Management, Compliance, and Business Leaders. The team coordinates information, business requirements and infrastructure necessary to provide transparent, scalable, and seamless solutions to clients and business partners across the securities processing lifecycle.

Role and Responsibilities:

As a Project Manager within CMSO, you will support our Investment Solutions Trading and Transfers business and Middle Office teams by participating in projects and providing support for various initiatives. The candidate may be involved in multiple projects or initiatives, working across the whole project lifecycle, researching new projects, business process changes, or system modifications. Through strong partnership with Business, Operations and Technology counterparts the candidate will work on project deliverables that are aligned with business and technology strategies. He/she will prepare documentation detailing requirements and business priorities, documentation of test plan and test cases, release notes and user guides. This role will require an ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with the management team.

Responsibilities

* Coordinate with various areas of Operations, Middle Office, Finance, Technology, and Senior Management to build business requirements, procedures and processes
* Project analysis, including documenting business requirements, detailing issues and risks, and drafting business processes and data flows
* Data analysis, including data collection, synthesis, and translation of results into concrete actionable solutions
* Identify gaps between applicable requirements and current procedures/controls and participate in driving resolution of mitigating controls
* 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
* With guidance, develop and implement solutions that strengthen business operating models, enhance the client experience, and improve efficiency and controls
* 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
* Provide implementation support, inclusive of testing and process change management, and ensure those implementations meet requirements established by Oversight and Control partners
* Develop subject matter expertise on specific areas within the Investment Solutions Trading and Transfers Business
* Build strong partnerships with control partners, within the WM Business Management organization, and across Investment Solutions Trading and Transfers Business teams
* Work with minimal direction/independently, keeping management informed of progress and escalate issues

Qualifications

* 2 - 5 years business analysis / project management experience
* Detail oriented, strong oral and written communication skills
* Strong leadership, interpersonal and relationship management skills
* Highly motivated, results-oriented, client -focused
* Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint
* Ability to analyze and resolve project-related issues and follow through with set objectives
* Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize issues/workload
* Ability to come up to speed quickly on new subject matter
* Be a team player who shows commitment and dedication, and can maintain a positive attitude and high level of performance on high profile/time-sensitive initiatives
* Understand Fixed Income instruments including but not limited to Taxable, Municipal, Governments, and Emerging Markets
* Understand trade flow management, platform support, T+0 trade support, street/client side settlement