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JPMorgan Finance & Business Management 
United States, Delaware 
598255075

Yesterday

Job Responsibilities:

  • Support the Global Trust and Estates business manager in deepening Trusts and Estates market presence by collaborating with internal partners; Trust team, Wealth Advisors, Bankers, Investors and marketing teams
  • Coordinate marketing materials, pitchbooks and other sales tools to help reach and better communicate with our existing and target clientele
  • Create management presentations, reports, and dashboards
  • Support development and drive execution of business unit strategic agendas
  • Identify and lead automation of processes and reports, leveraging technology and internal resources
  • Assist in the coordination of team activities, materials for town halls, and strategy working sessions
  • Conduct in-depth business analysis to support senior management decision making
  • Collect and maintain internal resources and documentation on collaboration sites
  • Collaborate with functional partners across the organization to help achieve business objectives
  • Assist in identifying key business risks and help to drive resolution of mitigating controls
  • Support audit, regulatory and compliance deliverables and help drive action plans

Required qualifications, capabilities and skills:

  • An interest in strategy, business management, project management, and data analysis
  • Experience in driving stakeholder agendas, delivering presentations to stakeholders/senior leaders, and articulating rationale in design decisions
  • Strong analytical, conceptual and creative thinking skills, with the ability to develop business insights and hypotheses
  • Comfortable with analyzing large data sets and driving conclusions and strategy to be presented to senior management
  • Skilled in communication, writing, organization, and time management
  • Judgment and discretion working with confidential and sensitive information
  • Skilled in Microsoft Office applications, particularly Excel and PowerPoint
  • Bachelor’s Degree or equivalent experience in Business Administration/Finance

Preferred qualifications, capabilities, and skills:

  • Experience with Tableau, Alteryx, Python a plus
  • 4+ years working experience preferably in a finance, consulting and or project management capacity