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JPMorgan Asset Wealth Management - Platform Modernization Program Associate 
Philippines 
968612641

23.11.2024

Job Summary

As a Business Analysis Associate in the Platform Modernization Program team, you will be working in conjunction with our internal partners including Client Service, Advisors, Operations, Technology, Product, Business Management, Legal, Risk and Compliance. You will oversee monitoring incoming and outgoing payments for Private Bank clients, processing those transactions, investigating issues, liaising with correspondent banks and Front-Office to resolve issues. You are also responsible for processing a number of bookkeeping tickets instructed by various operational teams

Job responsibilities:

  1. Process incoming funds, outgoing client payments, and bank-to-bank transactions.
  2. Release and monitor SWIFT messages and investigate issues with incoming and outgoing wires.
  3. Support the business by answering payment queries, locating funds, and expediting issue resolutions.
  4. Execute and manage the setup of standing order instructions and handle bookkeeping tickets and internal transfers.
  5. Support compliance and regulatory reporting requirements.
  6. Assist the business in transformation initiatives.
  7. Maintain meticulous attention to detail.
  8. Adopt a consultative approach, understanding and anticipating business partner needs, and collaborate effectively with operations leaders and key partners across JPMorgan’s Wealth Management businesses, Technology and Business colleagues to drive issue resolution and maintain smooth operations.
  9. Drive critical thinking, anticipate clients’ future needs, and collaborate on innovative ideas.

Required qualifications, capabilities, and skills

  1. Graduate Degree: MBA or other post graduate degree is a plus.
  2. At least 8 years of experience in Financial Services, Operations or management in Investment Banking Wealth Management. Securities Operations experience is preferred.
  3. Knowledge of various automation tools & AI/ML understanding will be an added advantage.