Wealth Management - Project Management - Associate

As a Project Manager, you will participate in projects and provide support for various initiatives and any associated business transformation projects. You may be involved in multiple projects or initiatives, working across the whole project lifecycle, researching new projects, business process changes, configuration changes or system modifications. Through strong partnership with Business, Operations and Technology counterparts, you will work on project deliverables. Primary areas of focus will include eliciting project or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis.

As a Project Manager, you will critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. Additionally, you will assist in the overall coordination and management of the program, including status, scorecards, and other key project

Job responsibilities

The candidate should have relevant project management experience in one or several of the operations area (back or middle office), relevant experience in a reputable bank, strategy consulting, fund administrator or financial institution across multiple jurisdictions, and looking to take on a new challenge in a growing, fast paced and ever changing environment. The candidate should have proven track record in implementing/integrating a core banking system, internally developed or from a third party vendor. 

• Good knowledge of Client Operations in Wealth Management: Client Onboarding, KYC, Account Maintenance, Client Documentation Management preferable but not essential,
• Good knowledge and experience in the Digital space for the banking and financial environment,
• Good understanding of Project Methodologies and especially the Product Framework and the Agile framework, including working in a Design Led change organization,
• Conduct data analysis, data collection, and synthesis to translate into empirical solutions or evidence that can optimize project reporting with a sense of prioritization
• Work with business partners to design, introduce, or re-engineer existing processes and business applications,
• Be responsible for the planning, requirements gathering, management and execution of projects through a project plan and engagement of various functional groups (Legal, Compliance, Technology, Operations, Business Management, Risk) and across several platforms,
• Plan and coordinate testing of new functionality and regression testing, 
• Provide updates on the project status to senior management and stakeholders,

Required qualifications, capabilities, and skills:

• Bachelor's degree required,
• Extensive end to end project management / business analysis experience including scoping, business case development, implementation, testing (UAT) and change management,
• Excellent communication and presentations skills with the ability to deal with different stakeholder groups (as well as Senior Management) to elicit business requirements, procedures, and processes,
• Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint,
• Strong organisational and prioritisation skills, detail-oriented, and strong interpersonal skills,
• Ability to analyse and resolve project-related issues and follow through with set objectives,
• Ability to work in a fast-paced environment, be flexible, follow tight deadlines, organize, and prioritize work.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.