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Company Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
Company Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Company Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to ultra-high-net-worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
The Investments Middle Office partners with various groups across the Private Bank, including Risk Management, Front Office Investors, Business Leaders, Legal and Compliance. The team coordinates information, business requirements and infrastructure necessary to enable clients to invest in a variety of dynamically managed portfolios.
As a Project Manager within Investments Middle Office, you will support our Managed Solutions and Strategies (MSS) business and Middle Office teams by leading projects and providing support for various initiatives. The candidate may be involved in multiple projects or initiatives, working across the whole project lifecycle, researching new projects, business process changes, or system modifications. Through strong partnership with Business, Operations and Technology counterparts the candidate will work on project deliverables that are aligned with business and technology strategies.
The individual will be working in a dynamic team environment where they will need to be extremely flexible in tackling new projects and issues as they arise, some that can be time-sensitive requiring the person to prioritize things efficiently. This person needs to be able to effectively run meetings across varying audiences and manage deliverables and deadlines as appropriate. The project manager must adhere to established policies, procedures and legal requirements, communicating sensitive issues to senior stakeholders and management.
This role will require an ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with the management team
Coordinate with various areas of Operations, Middle Office, Finance, Technology, and Senior Management to develop and implement solutions that strengthen business operating models, enhance the client experience, and improve efficiency and controls
Present business cases, recommendations, business/client impacts, mitigate risks and resolve issues, and obtain consensus for implementation
Identify weaknesses, gaps, and opportunities for process, organizational, and technology improvements - and report the findings in a simple, compelling way
Identify training needs and partner with Learning & Development to develop and deliver the training programs for front office, control and support functions
Work with Legal, Compliance & Risk Management to identify and address areas of risk & regulatory exposure
Provide analysis and assist the business in developing metrics to measure progress against key initiatives
Support the Program team to implement business solutions, measuring the effectiveness of the solution and identifying ways to improves processes and products
Interface with control functions, business managements and technology to ensure successful delivery of the Program
Facilitate and moderate project meetings and provide reporting/metrics as required
Provide implementation support, inclusive of test planning and process change management, and ensure those implementations meet requirements established by Oversight and Control partners
Monitor implemented changes to ensure that new models become ingrained in the culture
Build strong partnerships with control partners, within the WM Business Management organization, and across MSS Business teams
Work independently, keep management informed of progress and escalate issues
Bachelors degree or equivalent work experience required
5 - 10 years project management/business analyst experience
Excellent communication and presentations skills, across various stakeholders and senior management
Intermediate/Advanced experience using Microsoft Office, including Excel, Visio, Project and PowerPoint
Highly disciplined, self-motivated and delivery-focused individual who is able to work independently and make sound decisions in the absence of detailed instructions
Ability to reduce complex problems into component parts and find innovative solutions to a wide variety of compliance, legal, technological, and behavioral constraints.
Entrepreneurial mindset with the ability to think on their feet and be able to apply critical thinking and logical/structured framework to situations such as business case development and issue resolution
Experience in the testing lifecycle management, inclusive of test plan definition and preparation of information to senior management to enable sign-off on a deliverable
Financial Industry Experience is a plus, preferably Private Banking, Investment Management, or Brokerage/IB
Strong time management skills, ability to work in a high paced environment, manage complexity, multi-task, prioritize work and effectively contribute to a dynamic team environment
Be a team player who shows commitment and dedication, adept at navigating a fluid and dynamic environment and can maintain a positive attitude and high level of performance on high profile/time-sensitive initiative
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