Asset Management - Program Management - Client Services

You are a strategic thinker passionate about driving solutions in Client Service Transformation, Operating Model Design, and Onboarding Process Excellence. You have found the right team.

As a Client Service Business Analyst within our Project RIO(Re-engineering investment operations), you will spend each day defining, refining and delivering set goals for our firm.

Job responsibilities 

• Review existing client service processes and operating models; identify efficiency opportunities and present recommendations to senior management.
• Partner with global/regional stakeholders to support multi-year client service transformation initiatives and platform/process change.
• Coordinate migration of regional client service accounts to CIB, assessing impacts, challenges, and opportunities across teams.
• Build and document end-to-end procedures and process maps for onboarding across all Lines of Business.
• Develop scalable end-to-end operating models that enable consistent delivery and controls across regions.
• Establish and manage stakeholder governance cadence (forums/working groups/steercos), ensuring clear actions, owners, and timelines.
• Draft and distribute periodic project status updates, risks, dependencies, and decisions to impacted stakeholders.
• Take end-to-end ownership of issues and escalations; drive resolution, root-cause analysis, and closure.
• Proactively identify risk and control gaps in current processes and partner with stakeholders to mitigate.
• Maintain project management tools, plans, and artifacts to track milestones and implementation progress.

• Review implementation effectiveness and continuously improve ways of working through standardization and best practices.

Required qualifications, capabilities and skills: 

• Strong experience as a Business Analyst (or similar) in client service, onboarding, or operating model/process transformation.
• Demonstrated ability to understand and document end-to-end onboarding processes across multiple stakeholders and teams.
• Strong financial product knowledge across Equity, Fixed Income, FX, Derivatives, and Funds.
• Working understanding of investment operations domains (e.g., Investment/Fund Accounting, Transfer Agency, Collateral, Custody).
• Excellent verbal and written communication skills; ability to influence and build relationships with senior stakeholders and clients.
• Strong meeting management skills (agenda setting, facilitation, minutes, action tracking, follow-ups).
• Proven issue ownership mindset with structured escalation and problem-solving capability.
• Detail-oriented with ability to work with large datasets and produce clear analysis.
• Strong time management and ability to deliver in a demanding/time-sensitive environment.
• Advanced MS Office skills, especially Excel (analysis, reconciliation, trackers, reporting).
• Strong interpersonal skills; comfortable working with a wide audience and varying levels of seniority.

Preferred qualifications, capabilities and skills 

• Prior experience in Asset Management, Investment Banking, or Wealth Management operations/servicing.
• Familiarity with tools such as JIRA, Confluence, and Visio to track milestones and document procedures.
• Experience supporting large migrations, operating model rollouts, or middle office/investment platform changes.
• Exposure to automation and analytics tools such as Alteryx, Python, and LLM-enabled solutions.
• Demonstrated track record of implementing process improvements and measurable efficiency gains.
• Experience working in global operating models and driving standardization/best practices across regions.
• Strong risk and control mindset, including identification and mitigation of process/control gaps.

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 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.

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.​

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.