Documentation Specialist Ii jobs at Jpmorgan in United States, New York

Job responsibilities

• Assist in the deployment and configuration of Genetec Security Center on Windows servers, ensuring successful implementation and integration of security systems.

• Provide first-level technical support to end-users, troubleshoot issues related to Genetec Security Center, and offer recommendations on best practices.

• Recognize and eliminate toil through systems engineering or automation, and implement observability patterns to improve service level indicators, objectives monitoring, and alerting solutions.

• Collaborate with senior IT staff and participate in training sessions to improve knowledge and skills related to Genetec Security Center and other IT systems.

• Monitor system performance and availability of core Genetec Security Center services, ensuring optimal transparency and analysis.

• Document and maintain accurate records of system configurations, changes, and support requests, ensuring clear communication and organization.

• Package Genetec Security Center software for client and server installs, and provide on-call support as needed to address urgent issues.

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 2+ years applied experience.

• 2+ years’ experience working with Genetec Security Center, including configuring federations, and experience with installing and upgrading Genetec Security Center software while managing Windows patching.

• Familiarity with observability practices such as white and black box monitoring, service level objective alerting, and telemetry collection using tools like Grafana, Dynatrace, Prometheus, Datadog, and Splunk.

• Possession of Genetec Security Center Omnicast certification and a good understanding of network protocols and security principles.

• Experience working with third-party applications deployed on Windows Server environments and the ability to work with SQL Server, including running queries.

• Strong problem-solving skills and attention to detail, ensuring effective troubleshooting and resolution of issues.

• Excellent communication and interpersonal skills, facilitating collaboration and effective interaction with team members and stakeholders.

• Ability to work independently and as part of a team, demonstrating flexibility and adaptability in various work environments.

• Willingness to learn and adapt to new technologies, staying current with industry trends and advancements.

Preferred qualifications, capabilities, and skills

• General knowledge of financial services industry
• Experience working with third-party applications.
• Experience working with any other video management solutions
• Experience working with Intrusion Detection systems
• Genetec Mission Control certification is a plus

As the Content Design Vice President Communications Lead for the Global Finance Technology organization at JP Morgan, you will play a key role in shaping communication strategies, developing impactful content, and analyzing insightful data. This position is part of the Chief of Staff Office and requires a proactive self-starter to help advance our objectives and foster a positive culture within our 1,600-person organization.

In this role, you will craft and implement comprehensive communication strategies that effectively convey our narrative to both business and technical partners, while enhancing employee engagement. You will design, write, and create content for the organization’s global communication channels, offering solutions that align with product development, operational, and cultural goals. Your exceptional verbal communication skills and senior stakeholder management abilities will cultivate productive relationships and influence decision-making to achieve beneficial outcomes. Your experience in managing complex initiatives, coupled with your proficiency in data analysis and adaptability, will empower you to navigate through complexity and change. Beyond leading strategic communications, you will also be responsible for developing and maintaining dashboards and reports to support operational programs and monitor key performance indicators. Your expertise in data analytics will provide actionable insights that inform strategic decision-making within the Global Finance Technology group.

Job Responsibilities

• Develop and execute program development and communications strategies by identifying and recommending communication needs, capabilities, and solutions that support the organization's operational and cultural objectives.
• Write and design content for various channels, including executive messages and presentations, global and location-specific events, and strategic communications initiatives.
• Measure the effectiveness of communication messages, channels, and programs using data-driven insights, and assess their overall impact on the organization.
• Utilize advanced data analytic skills to provide insights that clarify and enhance messaging, enabling data-driven optimizations to improve efficiency and effectiveness within the tech organization.
• Develop and maintain dashboards and reports to track key performance indicators and metrics. Analyze data to provide actionable insights that inform strategic decision-making within the Global Finance Technology group.
• Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain momentum.
• Collaborate with cross-functional teams, working closely with senior stakeholders across regions and lines of business.
• Champion globally inclusive cultural initiatives focused on engaging and motivating our global population.

Required Qualifications, Capabilities, and Skills

• Proven experience in communications, content design, or a related field, preferably within a corporate or technology environment.
• Expertise in written and verbal storytelling, crafting clear, engaging content that effectively conveys complex information.
• Excellent verbal communication skills and experience collaborating with senior leaders.
• Strong creative problem-solving skills, data-driven critical thinking, and a willingness to learn (e.g., identifying trends and patterns using a diverse and ever-growing toolkit).
• Ability to design effective content architecture, organizing and structuring content for enhanced user experience and easy navigation within products or websites.
• Experience with data visualization tools such as Tableau, Databricks, or similar platforms to develop and maintain dashboards and reports.
• Strong organizational skills and the ability to manage multiple projects simultaneously.
• Ability to build relationships and influence, organize, and direct people across various seniorities, teams, and departments.

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Job Responsibilities

• Partner with ITMs to drive increased penetration of banking products and solutions for existing and new clients
• Collaborate with ITMs to proactively provide treasury cash management solutions with a consultative and client driven framework
• Lead business reviews for existing clients with treasury services, and make recommendations to improve the client experience via automation, fraud protection etc.
• Provide support for general inquiries (e.g. overview of deposit and treasury product features, pricing)
• Present proposals, pricing analyses and cost/benefit analyses based on client needs
• Manage / approve rate and pricing exceptions within delegated authorities

Required Qualifications, Skills and Capabilities:

• 5+ years of cash management sales and relationship management experience
• Knowledge and understanding of Treasury Service Products
• Team-oriented with ability to develop strong working relationships with clients and colleagues
• Strong verbal and written communication skills
• Strong analytical and time management skills
• Demonstrated experience of meeting or exceeding sales goals; proven top contributor
• Undergraduate Degree
• Series 7 and 63 preferred, but will be required with in 12 months of date of hire.

Job summary:

As an Associate Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend of analytical, client-facing, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a portfolio management environment. Your clear communication skills and attention to detail will be critical in this role.

Job responsibilities:

• Internal product manager and key stakeholder- support relationships with the various US retail advisor sales channels; serve as primary point of contact for questions and inquiries related to the MAS retail business with a focus on Model Portfolios. Represent the team in internal strategic initiatives and projects.
• Desk coverage – ensure internal coverage for the investment specialist team. This may include client meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately.
• Client portfolio subject matter expert– draft portfolio commentary and other Models communications, analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.
• Presentation materials - point person for maintenance and development of client presentations (pitch books, webinars, investment reviews, etc.) and marketing materials. Your input and initiative will be critical as you will be expected to craft creative solutions for varying client needs. You will be expected to create and update content (presentation slides, commentary, etc.) that incorporates timely market events and help better position the Models with internal and external stakeholders. You will be partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate.
• Internal / external presenter - Present market and investment insights using tools like the JPMorgan Guide to the Markets, covering macroeconomic trends, tactical asset allocation, and diversification strategies, while clearly articulating model portfolio views and positioning to both internal sales partners and external clients through various channels such as prospecting conversations, quarterly reviews, and CE webinars.
• Training internal sales force – collaborate with sales teams to train and equip advisors with relevant market talking points, product knowledge, and implementation strategies .
• Competitive Analysis – gather and analyze the competitive advantages of our industry peers and their competitive products.
• Automation – identify inefficiencies and manual processes that could benefit from automation using tools such as Python, LLM, etc. to help drive strategic initiatives that could help grow the business.

Required qualifications, capabilities and skills:

• Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements to succeed in this role. Positive attitude and creative thinking – an ability to take direction from senior team members while recognizing when to challenge legacy processes and drive efforts for improvement
• A working knowledge of investment design and portfolio construction
• Strong presentation skills
• The environment is fast-paced and demanding. Relationship building skills, flexibility, and teamwork across various teams within and outside the product group is required.
• Minimum of 2 years of experience in the financial industry
• Ability to deliver results in a timely and accurate manner, frequently under tight deadline
• Intellectual curiosity - questioning the status quo
• Proficient in Excel & PowerPoint

Preferred qualifications, capabilities and skills:

• SIE and Series 7, 63 and 3 certifications are required within 120 days
• Interest in pursuing CFA is desirable; possible sponsorship after one year
• Prior experience in finance or related fields
• Coding experience a plus

As a Technology Support II team member in Corporate Technology, Infrastructure Management, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.

Job responsibilities

• Analyze and troubleshoot production application flows to ensure end-to-end application or infrastructure service delivery supporting the business operations of the firm
• Improve operational stability and availability through participation in problem management
• Monitor production environments for anomalies and address issues utilizing standard observability tools
• Assist in the escalation and communication of issues and solutions to the business and technology stakeholders
• Identify trends and assist in the management of incidents, problems, and changes in support of full stack technology systems, applications, or infrastructure

Required qualifications, capabilities, and skills

• 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
• Knowledge of legal and legal document applications, such as iManage, and their integration within a large-scale technology environment, whether on premises or in the public cloud.
• Experience providing desktop support for legal users, including support for Microsoft Suite applications and Active Directory management.
• Exposure to observability and monitoring tools and techniques relevant to application performance and user experience.
• Familiarity with processes in scope of the Information Technology Infrastructure Library (ITIL) framework, particularly in incident and problem management.

Preferred qualifications, capabilities, and skills

• Knowledge of one or more general purpose programming languages or automation scripting to enhance application support and process automation.

Job responsibilities

• Manage the preparation and allocation of funding for managed demand deposit accounts (DDA’s), ensuring proper allocation within set thresholds.
• Collaborate with other business lines to facilitate appropriate funding, ensuring seamless operations across all asset classes.
• Utilize various systems and tools to reconcile ledgers, identifying and resolving discrepancies in a timely manner.
• Contribute to the review and improvement of end-to-end processes, applying knowledge of process improvement methodologies to optimize operations.
• Support the implementation of automation initiatives, leveraging knowledge of systems architecture and automation technologies to enhance operational efficiency.
• Understand the function and relevant processes end to end. Assist in identification of issues, analysis of problems and implementation of solutions.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in managing cash movements in and out of client accounts and preparing funding for managed demand deposit accounts.
• Demonstrated ability to apply problem-solving techniques to resolve defined problems within the trade lifecycle.
• Experience in using systems architecture and automation technologies to support operational efficiency.
• Ability to create and deliver presentations to peers, managers, and stakeholders using standard office software applications.
• Familiarity with continuous improvement methodologies to optimize processes and propose solutions within the trade lifecycle.
• Proficient in Microsoft Office ie. Word, Excel, Access, Outlook

Preferred qualifications, capabilities, and skills

• Prior Securities Operation will be beneficial.
• Bachelor’s degree or equivalent, preferred.