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 Operational department, you will be responsible for managing client accounts. You will actively participate in cross-functional teams, contributing to the innovation of team processes. You will have the autonomy 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.