Asset Management - 55IP Platform Management Associate - Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Chase · 4 hours ago

Asset Management - 55IP Platform Management Associate - Associate

Chase is a financial institution that offers innovative financial solutions, and they are seeking a Platform Management Associate within the Platform Management & Strategy team. The role involves partnering with Product, Operations, and Technology to establish operating models, maintain legal agreements, and ensure seamless operations across the organization.

BankingFinancial Services

Responsibilities

Serve as a key contributor to the Platform Management Team, supporting the effective operation and governance of the business platform
Lead and support operational projects, ensuring timely delivery and clear communication with stakeholders
Design processes and operating models, and assist in documentation of policies, procedures and controls
Partner with Control, Risk, Compliance, and Legal teams to enhance the control environment, ensure regulatory and policy adherence, and deliver on issue action plans
Assist with contract management, including review and oversight of client agreements, enterprise contracts, and vendor agreements
Coordinate and manage updates to platform disclosures, ensuring accuracy and compliance with regulatory standards
Coordinate audit activities, including preparation, documentation, follow-up on findings, and collaboration with auditors and internal control functions for business reviews and exams
Manage multiple priorities in a fast-paced environment, demonstrating strong organizational and problem-solving skills

Qualification

Analytical skillsFinancial services experienceProject managementExcel proficiencyPowerPoint proficiencyLLM tools proficiencyETFsMutual fundsModel-portfoliosSeparately managed accountsDirect indexingOrganizational skillsCommunication skillsCollaborative skillsAttention to detailProblem-solving skills

Required

Strong work ethic and a desire to work in a fast-paced environment
Exceptional organizational capabilities, attention to detail, and analytical skills
Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines
Excellent written and verbal communication skills
Proficiency in Excel, PowerPoint, and LLM tools
Ability to work cooperatively and collaboratively with all levels of employees and management
Experience in management support and strategic planning in a financial services or investment management context
Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing

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

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
linkedin
leader-logo
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
linkedin
Company data provided by crunchbase