Workplace Solutions - CAP Table Implementations Associate

Exciting opportunity to be one of the first point of contacts for new clients during implementation phase.

As an Implementations Associate within our Workplace Solutions team, you will have the exciting opportunity to be one of the first points of contact for new clients during the implementation phase. You will work with a variety of stakeholders to ensure clients are on boarded to the highest standard in our fast-paced and innovative environment. This role provides a unique growth opportunity with exposure to stakeholders within the equity space. Your excellent communication, project management, and organizational skills will be key to your success in this role.

This role demands excellent communication, project management skills and organizational skills. 

Job Responsibilities:

• Implement and manage a portfolio of companies Cap Table and operating employee share plans within a team framework.
• Interact with customers/clients on operational transactions and its data files related to their share plan program and execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
• Organize, develop and maintain procedural and process documentation related to client companies’ program(s) to ensure accurate transaction processing and minimize risk while assisting with data analysis and data conversion projects.
• Assist in identifying new system tools and enhancements to existing systems.
• Implement projects to enhance business operation as well as act as a point of contact for client accounts during the implementation phase 
• Create and maintain excellent relations with key business partners.
• Identify innovative client solutions and support internal activity as well as assist with IT Support e.g. Single Sign On features / Reporting Module enhancements.

Required qualifications, capabilities and skills 

• Excellent communication skills - written and verbal
• Ability to problem solve and adapt.
• Stakeholder and project management skills
• Proven numeric, financial analysis, documentation and procedural skills required
• Excellent computer skills including Microsoft Excel and Word
• Demonstrate commercial acumen with an ability to be innovative & pro-active
• Ability to prioritize and adhere to tight deadlines

Preferred qualifications, capabilities and skills 

• Bachelors degree in Business/Finance or equivalent experience preferred. 
• Experience in Share Plan or similar industry desirable but not required.

About UsJ.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 TeamJ.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.​