Job Description
Equity Plan Management Financial Services Analyst
We are seeking a highly skilled Financial Services Analyst to join our dynamic Equity Plan Management team within Workplace Solutions. As a key member of our team, you will play an integral part in our client service delivery and have the opportunity to make a significant impact.
This role offers a chance for career growth and the opportunity to work in a fast-paced, innovative environment. You will be entrusted with the management of client accounts, actively engaging with various teams across our operational departments, contributing to the innovation of team processes.
You will have the freedom to manage your workload in a dynamic environment and the opportunity to collaborate with diverse teams. Your primary responsibilities will include:
* Managing a portfolio of companies administering employee share plans within a team framework
* Interacting with customers/clients on operational transactions related to their share plan program
You will execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting, and problem-solving. Additionally, you will organize, develop, and maintain procedural and process documentation related to client companies' programs to ensure accurate transaction processing and minimize risk.
As a Financial Services Analyst, you will assist in identifying new system tools and enhancements to existing systems. You will implement projects to enhance business operations while acting as a point of contact for Client Accounts. Furthermore, you will create and maintain excellent relations with key business partners and identify innovative client solutions.
To succeed in this role, you will need:
* Excellent communication skills
* Proven numeric, financial analysis, documentation, and procedural skills
* Excellent computer skills, including Microsoft Excel and Word
* Demonstrated commercial acumen with an ability to be innovative and proactive
* Ability to prioritize and adhere to tight deadlines
PREFERRED QUALIFICATIONS:
* Third-level qualification
* Fluency in German, Spanish, or Italian is beneficial but not essential
About Us
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative. 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. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop, and create community together.
About J.P. Morgan
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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus, and realize their goals.