Asset Management Onboarding Specialist
@ JPMorganChase

New York, NY
$120,000
On Site
Full Time
Posted 21 days ago

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XXXXXXXXXX XXXXXXXXXXX XXXXXX******* @jpmorganchase.com
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Job Details

Overview

J.P. Morgan Asset Management (JPMAM) is a leading investment manager for institutions, financial intermediaries, and individual investors worldwide. With over two centuries of heritage and a presence in every major world market, JPMorganChase offers unparalleled investment expertise and insight.

Role Description

As an Asset Management Onboarding Specialist on the Customized Managed Account Solutions team, you will implement investment solutions and collaborate with various stakeholders. You will lead onboarding events, manage client data, and support the development and enhancement of operating models to drive business growth and operational efficiency.

Job Responsibilities

  • Coordinate end-to-end client/platform onboarding events with key stakeholders.
  • Manage new account and client data across essential systems for investment activities and reporting.
  • Enhance existing operating models to improve scalability, increase controls, and mitigate risk.
  • Participate in external calls with intermediary partners to set up operational requirements.
  • Create and manage internal presentations for business or project updates.
  • Maintain a strong controls mindset and adhere to internal procedures.
  • Adapt and drive change to improve the client experience and operational efficiency.

Required Qualifications & Skills

  • 3+ years experience in the financial services industry, asset or wealth management.
  • Proven experience in project management, client service, or operations.
  • Expertise with Excel and PowerPoint.
  • Strong communication skills, both written and oral.
  • Ability to multi-task and reprioritize daily tasks.

Preferred Qualifications

Four-year college degree or equivalent financial service experience.

About JPMorganChase

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions globally for consumers, small businesses, and major clients under the J.P. Morgan and Chase brands. Enjoy competitive total rewards, comprehensive benefits, and a culture that values diversity and inclusion.

Key skills/competency

  • Onboarding
  • Client Management
  • Project Management
  • Financial Services
  • Asset Management
  • Excel
  • PowerPoint
  • Operational Efficiency
  • Risk Mitigation
  • Stakeholder Engagement
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How to Get Hired at JPMorganChase

🎯 Tips for Getting Hired

  • Customize your resume: Tailor experience to asset management.
  • Highlight stakeholder skills: Emphasize collaboration and communication.
  • Showcase technical expertise: Detail Excel and PowerPoint skills.
  • Prepare for behavioral questions: Demonstrate project management experience.

📝 Interview Preparation Advice

Technical Preparation

Practice advanced Excel functions and pivot tables.
Review PowerPoint presentation techniques and design.
Study financial data management systems.
Understand client on-boarding technology.

Behavioral Questions

Describe a time of managing multiple priorities.
Explain how you handle process changes.
Tell us about resolving stakeholder conflicts.
Discuss a challenging project management experience.

Frequently Asked Questions