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Wealth Management Solutions, Process Improvement Analyst

  • Job
    Junior Level
  • Data
    Banking & Finance
  • Columbus

AI generated summary

  • You must have knowledge of investment products, financial markets, Python coding, strong analytical skills, be detail-oriented, organized, able to multi-task, quickly understand new processes, and have intermediate Excel/PowerPoint knowledge.
  • You will support day-to-day trading issues, contribute to strategic initiatives, manage orders, assist portfolio managers, improve processes, and communicate professionally with various stakeholders.


  • Understanding of relevant investment products (Managed accounts, equities, mutual funds, ETFs) and financial markets
  • Python coding experience a plus
  • Strong analytical/writing skills, ability to quickly analyze information and creatively reach solutions
  • Self-starter, detail-oriented, well organized, able to multi-task effectively
  • Ability to conceptualize and quickly understand new processes
  • Intermediate knowledge of Excel and PowerPoint
  • Share time between performing trade implementation activities for managed accounts as well as working on projects related to improving the various commingled trading and workflow systems.


  • Day to day workflow/trading issue and escalation support
  • Participate and contribute to the various strategic initiatives; keep improving and evolving processes, procedures, and business architecture
  • Manage orders and send trades
  • Timely and accurate trading of accounts
  • Assist Wealth Management portfolio managers with account maintenance issues and account trading inquiries
  • Work independently with users to define concepts and under direction of project manager(s)
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group including executives, managers, and subject matter experts
  • Own entitlements across multiple internal and vendor platforms


What are the main responsibilities of a Wealth Management Solutions, Process Improvement Analyst?

The main responsibilities include day to day workflow/trading issue and escalation support, participating in strategic initiatives to improve processes, managing and sending trades, assisting portfolio managers with account maintenance and trading inquiries, working independently on projects, and owning entitlements across multiple platforms.

What type of experience is desired for this role?

Desired experience includes an understanding of investment products like managed accounts, equities, mutual funds, and ETFs, Python coding experience is a plus, strong analytical and writing skills, being detail-oriented and organized, ability to multi-task effectively, intermediate knowledge of Excel and PowerPoint, and ability to quickly understand new processes.

Where will this job be located?

This role will be located in New York, Delaware, and Ohio as part of the PMG team overseeing portfolio implementation services for discretionary accounts.

What is the main objective of the Wealth Management Solutions team?

The main objective of the team is to implement J.P. Morgan Wealth Management's best thinking across managed accounts, deliver a consistent client experience, help manage and reduce risk, and provide additional time for the front office to focus on client investment discussions and service.

Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.


  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.