Workplace Solutions - CAP Table Implementations Associate

Posted 14 Hours Ago
Be an Early Applicant
Nashville, TN, USA
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Implements and manages cap table and employee share plan programs for client companies. Processes operational transactions, reconciles and reports data, maintains procedures, supports data conversion and system enhancements, and serves as a client contact during implementation. The role requires strong communication, organization, project management, financial analysis, problem-solving, documentation, and deadline-management skills.
Summary Generated by Built In

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 work with a variety of stakeholders to ensure clients are onboarded 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 operating Cap Table and 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 Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.​

Skills Required

  • Excellent written and verbal communication skills
  • Problem-solving and adaptability
  • Stakeholder and project management skills
  • Numeric and financial analysis skills
  • Documentation and procedural skills
  • Microsoft Excel and Word proficiency
  • Commercial acumen and proactive innovation
  • Ability to prioritize and meet tight deadlines
  • Bachelor's degree in Business, Finance, or equivalent experience
  • Share plan or similar industry experience

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Medical coverage and wellness resources, including mental-health support and wellness incentives, are described as comprehensive and accessible; feedback suggests income-based contributions help keep care affordable.
  • Retirement Support — A dollar-for-dollar 401(k) match up to 5% of eligible pay, plus additional employer contributions in some cases, is highlighted as a strong pillar of financial security. Feedback suggests this structure is a notable advantage of the total rewards package.
  • Parental & Family Support — Up to 16 weeks of paid parental leave for all parents, along with fertility, adoption, surrogacy, childcare, and family-support resources, signals a family-forward approach. Feedback suggests these programs are a standout feature of the package.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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