JPMorganChase · 17 hours ago
Asset & Wealth Management Location Strategy Associate
Plano, TX
Full-time
Onsite
Entry Level
2+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions. The Asset and Wealth Management Location Strategy Associate will support tactical project activities, focusing on project execution, seat management, and data analytics while interacting with various partners in the organization.
Asset ManagementBankingFinancial Services
Responsibilities
Enhance and optimize critical indicators / key metrics for assessing space efficiency and utilization
Partner with India team to develop and publish reporting to business CFOs and Business Heads and automation team to boost overall team efficiency and productivity
Refine and maintain the self-service portal – job aids, tools, engagement instructions, report links
Manage implementation of seat booking solutions in partnership with the Corporate tools team; including training and communications as well as ongoing monitoring of the troubleshooting inbox
Manage the AWM location guidance for HLP planning (i.e. building exits and new/expansion locations)
Manage data hygiene and ongoing data cleanup projects
Act as primary AWM Location Strategy contact for moves and move planning including but not limited to, initial development of stack plans and the scheduling of compliance reviews, while maintaining a project tracking framework for seamless and efficient status reporting of all AWM projects
Qualification
Required
2+years in finance / business management role
Proactive approach to workload with confidence to escalate appropriately
Ability to distill insights from data and craft a narrative suitable for a CFO's perspective
Confidence / Independence with a demonstrated proficiency in MS Office applications (Word and PowerPoint) with an advanced Excel functionality including pivot tables, Vlookups, data modeling and manipulations
Proficiency with developing and editing PitchPro and telling the story
Demonstrated ability to uphold confidentiality and manage sensitive information with discretion
Ability to thrive in a high-energy, dynamic environment with effective multi-tasking skills
Preferred
Effectively handle diverse tasks, produce robust outcomes within set deadlines, and think independently to devise innovative solutions for clients
Demonstrated proficiency in project execution, emphasizing meticulous attention to detail, proactive engagement, consistent follow-through, and a results-oriented approach
Effective communication and collaboration skills, adept in both written and oral interactions, and at ease working with AWM executives
Familiarity with headcount management and budgeting principles
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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