160111591
Job Description
The Chase Wealth Administration (CWM) Order Help group faces off with inner advisors and exterior shoppers aiding with order entry capabilities for mutual funds, equities, and choices.
The Business Analyst [or role] will handle operational tasks impacting CWM Order Help and present help for everyday actions (e.g., keep types, insurance policies and procedures, self-testing of controls, help enterprise continuity, and so on.) in help
of the client and advisor expertise, enhanced controls, and processing efficiencies. Duties will embrace, however usually are not restricted to, the next:
Knowledge assortment, evaluation, and dissemination of weekly and month-to-month operational stories
Getting ready and validating month-to-month metrics
Know-how use management and triage; Updating, monitoring listing of open know-how defects and enhancements that impression or have been opened by CWM Order Help; liaising with stakeholders to make sure well timed supply of enhancements and upgrades
Danger management testing together with testing samples, compiling check knowledge, and reporting on outcomes
Operational administration together with scheduling and supervision of division types, insurance policies and procedures, and letters
Sustaining consumer stock listing of hardware, telephony, and market knowledge providers
Characterize the division in numerous work streams and tasks
Advert hoc tasks as wanted
Present steady suggestions on points or tasks
Qualifications
Requires funding business/brokerage expertise
Requires robust analytical expertise and consideration to element
Have to be proficient in Microsoft Excel, Entry, and Phrase together with the power to run Pivot Tables, write queries, and examine knowledge throughout totally different information
Should have expertise in knowledge assortment, evaluation, and dissemination of studies
Favor Danger Management Self Evaluation (RCSA) expertise
Should have capability to successfully deal with a number of concurrent assignments
Owns buyer points from begin to end
Robust oral and written communication expertise
Choose School graduate
Requires FINRA
collection 7 and 66 licenses
JPMorgan Chase is an equal alternative and affirmative motion employer Incapacity/Veteran.
Job
Analysis & Analysis
Main Location
US-IL-Chicago-Citadel Middle / 52735
Group
CONSUMER & COMMUNITY BANKING
Schedule
Full-time
Job Sort
Commonplace
Shift
Day Job
Journey
No
Company Model
Chase
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