JPMorgan Chase Wealth Management, Cash Operations Quality & Control Business Analyst and Reporting Specialist in Newark, Delaware

J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Wealth Management (WM) delivers the highest quality advice, service, capabilities and products to high-net-worth individuals and families in every major market throughout the world. We deliver highly customized and tailored solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm. WM addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit, and specialty wealth advisory services.

Private Banking Operations is currently looking to hire a qualified candidate to fill an exempt position within the Private Banking Cash Operations Quality and Control team. The individual in this position will assist with quality and control tasks across Cash Operations as a whole.

Responsibilities

  • Team manages oversight of the control environment for 10 teams across Cash Operations

  • Processes include, but not limited to: Business Resiliency, RCSA, Record Retention, Regulatory Testing, monitoring of exceptions within Cash Ops owned internal house account.

  • Work on adhoc projects, as well as, BAU responsibilities of Dodd Frank Receipt mailing, monitoring of aging breaks within Cash Ops reconciliations, Aged Summary Reporting, Manual Check Printing & Storage, and screening of Bill Pay mail.

  • Assistance with Regulatory Testing and RCSA Testing involvement

  • Have frequent communication with management and serve as a point of contact for control related tasks/activities for staff

Qualifications

  • Ability to multi-task

  • Time management with the ability to coordinate tasks quickly

  • Team oriented

  • Strong initiative, analytical and problem solving skills

  • Strong interpersonal, and collaboration skills, with the ability to successfully engage the management team

  • Control Mindset with the ability to identify potential gaps in processes

  • Prior experience in reviewing, writing, or advising on policies and procedures

  • Independent and self-motivated

  • Solid aptitude with Microsoft Suite (Excel intermediate to advance)

  • Strong written and oral communication skills

  • Client focused

  • Knowledge of Control Self Assessments (CSA), Business Resiliency, and the areas listed above

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.