Workplace Solutions - Financial Services Analyst

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Financial Services
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The Role

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 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. 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.
Job Responsibilities:

  • Manage a portfolio of Companies administering employee share plans within a team framework
  • Interact with customers/clients on operational transactions related to their share plan program.
  • 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.
  • Assist in identifying new system tools and enhancements to existing systems.
  • Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
  • Create and maintain excellent relations with key business partners as well as identify innovative client solutions.


Required Qualifications, Capabilities and Skills:

  • Excellent communication 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 prioritise and adhere to tight deadlines


Preferred Qualifications, Capabilities and Skills:

  • Third level qualification
  • 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 not only a fundamental necessity, but 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 (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) 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 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.
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.

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, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

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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