Jp Morgan Wealth Management – Private Client Advisor - Wilmington De jobs at Jpmorgan in United States, Wilmington

As a Business Management – Senior Associate within Corporate Finance, you will drive change, challenge existing processes, foster positive transformation, gain valuable exposure to Corporate Finance and Corporate Controllers functions, and collaborate with senior leadership on strategic initiatives. Your key responsibilities will include strategic planning, continuous learning, and effective communication. In this role, you will drive change, challenge existing processes, and foster positive transformation.

Job Responsibilities:

• Manage and analyze team financials and headcount including leading the budget, multi-year forecast and business reviews
• Organize weekly management team meetings, Townhalls and proactively manage timely and proper communications within the team on initiatives and key deliverables
• Prepare executive presentations and provide internal coordination on cross team deliverables including ad-hoc project management support
• Build and maintain effective relationships within the team, and with key stakeholders, including other business management teams, line of business and regional controllers, Internal Audit, Finance Control Management and Program Management teams
• Participate in leading the control agenda to ensure an effective control framework is implemented and executed. (e.g., Business resiliency planning, inter-affiliate services requirements)
• Support hiring managers in position and requisition management and collaborate with Global HR teams
• Track progress against priorities, including midyear and end of year summaries capturing the team’s accomplishments
• Contribute to the idea creation and organization of people focused initiatives executed by the teams
  

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Business, Finance, Economics, or other related area with minimum 5 years of professional experience
• 5 years of professional experience areas of finance, business management, leadership presentation, and project management
• Intermediate to advanced level ability expected in MS Office tools (Excel, PowerPoint, Word)
• Ability to deliver timely, high quality presentations and reporting for various projects and stakeholders
• Attention to detail is a must with continuous focus on design excellence
• Self-motivated and strategic thinker with the ability to work with a high degree of independence in a fast-paced, results driven environment
• Uphold strong business ethics when dealing with sensitive information
• Excellent written and oral communication skills
• Strong time management and prioritization skills

Preferred qualifications, capabilities, and skills:

• COO experience

As a Control Manager Vice President in Consumer and Community Banking (CCB) Risk Management, you will lead the development and management of a robust control framework, ensuring the integrity and effectiveness of our risk management processes. Your responsibilities will include overseeing control functions such as risk and control identification, testing, and process map maintenance, while actively engaging with business partners and Senior Management to communicate the status of the control environment. You will drive issue resolution and play a critical role in maintaining a strong control environment, fostering collaboration across teams to enhance our risk management strategies. In addition, you will be responsible for the monthly creation, coordination and distribution of the Risk Control Committee materials. Your leadership and expertise will be instrumental in safeguarding our operations and ensuring compliance with regulatory standards, making a significant impact on the success and resilience of CCB Risk Management.

Job Responsibilities

• Partner with business colleagues to drive a culture of risk awareness and proactive risk identification and assessment.
• Ensure on-going control improvements and strengthen the existing control environment.
• Participate in project planning as required to assist business in developing appropriate internal control systems or to monitor significant changes in control systems.
• Elevate the data analytics testing and validation agenda through use of data tools such as SQL, Tableau, etc.
• Maintain awareness of significant changes impacting the business, both internally and externally.
• Prepare detailed reports of findings and present key control initiatives to management.
• Create monthly decks and slides for Senior Leadership presentation.
• Work with Risk Management colleagues to validate the effectiveness of controls.

Required qualifications, capabilities, and skills

• 10+ years of financial service experience in controls, audit, quality assurance, risk management, or compliance required
• Bachelor’s degree or equivalent job experience.
• Strong and up-to-date knowledge and understanding of risk and control assessments, internal control testing, and issue management.
• Working knowledge of Risks and Controls; proven results of driving improved control environments, and excellent problem-solving and analytical skills.
• Strong Deck or slide building and updating skills; ability to extrapolate information into graphs, charts and bullet points; strong skills in consistent formatting.
• Strong project management and process skills; ability to prioritize and execute on multiple, simultaneous, complex priorities.
• Excellent verbal and written communication skills including advising senior management of risks, challenges, and potential solutions.
• Ability to collaborate and develop relationships with various partners.

within the. In this role, you will leverage your expertise in product development and optimization to drive impactful solutions. You will utilize user research, analyze metrics, and collaborate across one of the world’s most innovative financial organizations to enhance our product offerings. Your contributions will be pivotal in shaping the future of our products and ensuring ongoing success.

Job Responsibilities:

• Collaborate with Area Product Owners, Product Managers, Design, and initiative stakeholders to understand the business needs to drive feature discovery / requirements.
• Analyze and plan for the implementation of new product features on the overall product experience, ensuring alignment with strategic goals.
• Support the collection and analysis of user researching and internal data to inform/improve product offerings and address identified business needs.
• Develop and maintain strong relationships across multiple product areas, facilitating collaboration and alignment on product delivery.
• Balance user needs, business objectives, and technical feasibility while managing the product delivery timeline.
• Support execution of scrum teams through agile SDLC, including requirements, testing, and implementation.
• Write and refine features, enable design driven work through translation of business and design requirements into tech and UAT executable scope.
• Research and analysis of capabilities in order to leverage and supplement them with new requirements.
• Collect and store all required Business Analysis compliance artifacts for initiatives across the product delivery life cycle.

Required Qualifications, Capabilities and Skills:

• 2-3 years of experience in Business and/or Product Analysis preferably in business/technology projects at a financial institution.
• Proficient knowledge of product development lifecycles and experience in Agile Product Delivery across multiple frameworks.
• Experience in product lifecycle activities, including discovery, requirements definition, and documentation for diverse technological features.
• Developing knowledge of Data Analytics, Data literacy, and Data management practices.
• Developing knowledge of Cloud Based Solutions (i.e. AWS and Snowflake)
• Proficient in JIRA, SQL, Visio, PowerPoint, Excel
• Excellent relationship and communication skills, highly collaborative – can build rapport and credibility.
• A demonstrated bias for action, creative problem-solving, and achieving fulfillment by “creating order out of chaos.”
• Bachelor’s Degree or equivalent experience

You will be involved in daily client interactions where you will manage expectations, balance multiple priorities and work in a team setting to deliver accurate and timely reporting to clients and investors.
Job Responsibilities:

• Set-up/maintain the books and records of Private Equity funds, including GP vehicles where applicable, in accounting database in line with terms and conditions of governing documents
• Prepare and/or review periodic Net Asset Valuations and financial reporting packs consisting of financial statements, management fee and carried interest calculations, and investor allocations and capital account statements
• Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments
• Manage release of capital notices and quarterly reporting on investor reporting portal
• Work closely with manager, team and internal stakeholders to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests
• Adhere to control framework including internal policies and procedures
• Manage year-end process and handle requests from external auditors and tax teams

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Accounting, Finance or related field
• 3+ years’ experience in an accounting role, preferably at a Big 4, PE firm or fund administrator
• Knowledge of US GAAP for Investment Funds and familiar with Private Equity fund structures
• Analytical thinker and problem solver with attention to detail
• Ability to work under pressure and balance multiple priorities
• Team Player with excellent interpersonal, communication and client service skills as well as the ability to see projects to completion
• Proficiency in Microsoft Office product suite and strong MS Excel skills

Preferred qualifications, capabilities, and skills

• Professional accounting qualification (CA, CPA) a plus
• Experience with Investran or similar integrated Private Equity system a plus

As a Problem Manager within Consumer and Community Banking, you will play a crucial role in enhancing production stability by anticipating and preventing IT issues. You will focus on fostering a stable and reliable IT environment through the identification and resolution of thematic issues and effective risk mitigation strategies. You will be a key player in transforming our services, ensuring continuous improvement and operational excellence. Collaborating with a dedicated team, you will identify and resolve potential IT issues before they lead to incidents or service disruptions. This involves analyzing past incidents and other data sources to implement preventative solutions.

Job responsibilities

• Proactively analyze incident trends and performance data to proactively identify potential issues, patterns, and recurring incidents before they cause service disruptions.
• Own and run various Stability and Service Level Improvement programs for applications/services as well as other initiatives using an agile approach.
• Drive continuous improvement initiatives and implement best practices in Problem Management.
• Partner with business resources and develop actions to eliminate recurrence on “business-owned” incidents.
• Creating and distributing problem management reports, highlighting trends, root causes, and implemented solutions.
• Continuously track progress to ensure deliverables within prescribed timelines until full problem closure.
• Understanding of observability and monitoring tools and techniques.

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in troubleshooting, resolving, and maintaining information technology services.
• Exposure to processes within the Information Technology Infrastructure Library (ITIL) framework.
• Experience managing Root Cause Analysis (RCA) in a system of record such as ServiceNow.
• Proficient in pattern recognition and data correlation, with strong analytical and problem-solving skills.
• Advanced Excel knowledge with the ability to dissect large data files, utilizing formulas, minor scripting, and filtering.
• Ability to navigate, interface, and work with multiple teams across regional boundaries and communication channels, demonstrating command and control.
• Ability to influence and lead technical conversations with various application support groups, including technical leaders, IT professionals, developers, and architects.
• Cross-technology background in disciplines such as Cloud Engineering, Networking, Site Reliability Engineering, or Technology Support.
• Excellent communication, technical writing, presentation, and relationship management skills.
• Experience in managing high-pressure situations and making decisions quickly to minimize impact on business operations.
• Ability to foster a culture of learning and collaboration, working effectively in a diverse and inclusive environment.

Preferred qualifications, capabilities, and skills

• Working knowledge on dashboard reporting using Tableau, PowerBI, Qlik, and other similar tools.
• ITIL Foundation certification.
• Practical knowledge of engineering principles, design patterns, failure mode-effects analysis.
• Practical experience with public cloud.