Asset Management , Business Transformation, Associate

Location: New York, NY, United States

Job Family: Business Transformation

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. Our Asset Management division is at the forefront of innovative investment solutions, managing trillions in client assets through a commitment to excellence and client-centric strategies. We are seeking a talented Associate to join our North American Asset Management Business Transformation team in New York City. In this role, you will play a pivotal part in driving operational excellence and digital innovation, helping to shape the future of asset management in a dynamic, inclusive environment that values diverse perspectives and collaborative problem-solving. As an Associate in Business Transformation, you will lead and support high-impact projects aimed at enhancing efficiency, compliance, and client outcomes within our asset management operations. This includes conducting in-depth business analysis to identify bottlenecks, developing transformation roadmaps, and implementing solutions that leverage cutting-edge technologies like AI and advanced analytics. You will work closely with cross-functional teams, including portfolio managers, compliance officers, and technology experts, to ensure seamless execution of initiatives that align with JPMorgan Chase's strategic goals. Your ability to navigate complex financial landscapes and regulatory requirements will be crucial in delivering measurable results that drive sustainable growth. The ideal candidate thrives in a fast-paced setting, bringing strong project management skills and a passion for the financial services industry. At JPMorgan Chase, we foster a culture of innovation and inclusion, offering unparalleled opportunities for professional growth. Join us to contribute to transformative projects that redefine asset management and advance your career in one of the world's most respected financial institutions.

Key Responsibilities

• Lead cross-functional projects to drive business transformation initiatives within JP Morgan Chase's Asset Management division
• Conduct business analysis to identify process improvements and operational efficiencies in North American asset management operations
• Collaborate with senior stakeholders to develop and implement strategic roadmaps for digital and operational enhancements
• Analyze market trends and regulatory changes to recommend transformative solutions that enhance client value and risk management
• Manage project timelines, budgets, and resources to ensure on-time delivery of transformation programs
• Facilitate workshops and gather requirements from business units to support agile transformation efforts
• Monitor and report on key performance indicators (KPIs) for transformation projects, providing insights to leadership
• Support the integration of new technologies, such as AI and data analytics, into asset management workflows
• Ensure compliance with internal policies and external regulations throughout project lifecycles
• Mentor junior team members and contribute to a culture of continuous improvement in the Business Transformation team

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• 3-5 years of experience in project management or business analysis within the financial services industry
• Proven track record of managing complex transformation projects in asset management or investment banking
• Strong understanding of asset management operations, including portfolio management, regulatory compliance, and client servicing
• Excellent analytical skills with the ability to interpret financial data and market trends
• Proficiency in Microsoft Office Suite, including advanced Excel and PowerPoint
• Ability to work effectively in a fast-paced, collaborative environment

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Experience with agile methodologies or digital transformation initiatives in asset management
• Familiarity with regulatory frameworks such as SEC, Dodd-Frank, or MiFID II
• Prior experience at a major financial institution like JP Morgan Chase
• Certification in Project Management (PMP) or Lean Six Sigma

Required Skills

• Project management
• Business analysis
• Financial modeling
• Data analytics
• Stakeholder management
• Agile methodologies
• Risk assessment
• Regulatory compliance
• Process optimization
• Strategic planning
• Communication (verbal and written)
• Problem-solving
• Team collaboration
• Microsoft Excel (advanced)
• Presentation skills

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Wellness programs including gym memberships and mental health support
• Employee stock purchase plan and financial planning services
• Flexible work arrangements and hybrid office options in New York City

JP Morgan Chase is an equal opportunity employer.