Within J.P. Morgan Wealth Management, Wealth Management Solutions ("Solutions") serves the entire wealth spectrum, from affluent clients in Chase branches to deca-billionaires in our 50 Private Bank offices globally. Our extensive product platform spans investments, lending, banking, mortgages, trusts & estates, insurance, and retirement. Our team of more than 1,200 professionals spans 20 cities globally. These dedicated teams of experts have extensive industry experience, and leverage global economic and market insights to formulate broad strategic views and provide integrated solutions and advice through a private client lens.
Primary Function:
The Business Analyst will be a member of the Multi-Asset and Portfolio Solutions team within Wealth Management Investment Solutions. The primary function of this role is to drive the internal and external tools comprising the Portfolio Management Toolkit with support of a team, drive the vision for the applications, support migration to the Product Owner Model, and deliver on the prioritized needs of the Portfolio Management business.
Responsibilities:
Business Analysts within an Area Product Owner Team are business leads for a particular area, scrum team within the product who directly engage with various partners e.g. business sponsors, technology, operations, legal, risk, compliance etc. They support the overall health and value delivered for the product. As Portfolio Management Toolkit Platform Business Analyst, the role is responsible for the product's objectives, roadmaps, and key performance indicators across the Portfolio Management teams. Detailed responsibility includes:
- Planning and executing larger scale projects or business initiatives independently along-side the Product Owner
- Executes strategy, drives product level strategic & tactical decisions
- Analyzes feedback from end users and other product partners on platform improvement opportunities, defines requirements, writes user stories and acceptance criteria and obtains stakeholder sign-off of requirements
- Responsible for confirming the solution developed meets or exceeds the defined requirements
- Performs data analysis alongside the Area Product Owner to support requirements and user adoption
- Create end-user and support team help documentation and operating models
- Supports product level Objectives and Key Results with participation of Product Owners; including prioritization of work and product sprint planning
- Acts as Subject Matter Expert (SME) and continuously works with Technology, Designers, and Business Users; engages with broader business groups, e.g. Risk, Controls, Strategic Partnerships, etc. to ensure business vision alignment and drive progress and outcomes
Qualifications:
- 5-7 years of business analysis, program manager, or technology platform experience in a complex organization that has brought new portfolio management solutions to market
- Ability to code in python, execute SQL, manage large data sets, perform calculations, and synthesize results
- Solid understanding of Portfolio Management Tools
- Asset and wealth management experience, preferably in multi-asset environment with broad experience covering equity, fixed income markets, commodity and currency; Working knowledge of fund of funds business and a variety of investment products including mutual funds, ETFs, hedge funds, structured products, etc.
- Experience with a large book of work with budgeting and financial skills, parse complex technology/delivery details to make them understandable to a wide audience, and drive concepts to execution; strong written and verbal communication skills to thrive on a global team
- Deep understanding of agile development practices to juggle priorities in a highly dynamic cross-functional collaboration during scoping, design, implementation, and rollout
- Written stories for the development team, performs and facilitates testing, manages implementation
- Understand product priorities and align backlog of work for developing value in increments
- Communicates with senior leaders and other key stakeholders and effectively builds relationships across the organization
- Highly motivated, results-oriented, client-focused with strong leadership, interpersonal, & relationship management skills, and self-motivated
