JOB DESCRIPTION
Join our dynamic Equity Plan Management team within Workplace Solutions as a financial services analyst, where you will have the opportunity to play an integral part in our client service delivery and make a significant impact. This role offers a chance for career growth and the opportunity to work in a fast-paced, innovative environment.
As a Financial Services Analyst within our dynamic Equity Plan Management team, you will manage client accounts, actively engage with various teams across our operational departments, and contribute to the innovation of team processes. You will have the freedom to manage your workload and the opportunity to collaborate with diverse teams.
Job Responsibilities:
1. Manage a portfolio of Companies administering employee share plans within a team framework.
2. Interact with customers/clients on operational transactions related to their share plan program.
3. Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting, and problem solving.
4. Organize, develop, and maintain procedural and process documentation related to client companies’ program(s) to ensure accurate transaction processing and minimize risk.
5. Assist in identifying new system tools and enhancements to existing systems.
6. Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
7. Create and maintain excellent relations with key business partners and identify innovative client solutions.
Required Qualifications, Capabilities and Skills:
1. Excellent communication skills.
2. Proven numeric, financial analysis, documentation, and procedural skills required.
3. Excellent computer skills including Microsoft Excel and Word.
4. Demonstrate commercial acumen with an ability to be innovative & pro-active.
5. Ability to prioritize and adhere to tight deadlines.
Preferred Qualifications, Capabilities and Skills:
1. Third level qualification.
2. Fluency in German, Spanish, or Italian is beneficial but not essential.
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is a business imperative, and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits reflect the wide-ranging needs of our increasingly diverse workforce.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals, and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
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