Asset Management Onboarding & Projects Analyst

JPMorganChase; Metro Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

JPMorganChase is seeking a Client Onboarding Analyst in the Client Onboarding Management Team in Metro Manila, Philippines. The role focuses on coordinating new account onboarding and lifecycle events, driving project execution, aligning stakeholders, and producing high-quality documentation to ensure timely and controlled delivery.

Ideal candidates bring 2+ years in asset/wealth management operations or investment banking operations, with strong communication and stakeholder management skills

Qualifications

• At least 2 years of experience in asset management operations, wealth management operations, or investment banking operations.

Responsibilities

• Coordinate new account onboarding activities for investment accounts, including onboarding checklists, account opening information, and required setup documentation
• Manage account lifecycle events such as mergers, liquidations, closures, in-specie transfers, and custody changes, ensuring accurate tracking and timely completion
• Drive account-related projects supporting investment and operational solutions for new business opportunities
• Build and maintain project plans, process flows, and runbooks to translate business requirements into executable deliverables
• Schedule, lead, and document regular stakeholder meetings, tracking actions to completion across concurrent workstreams
• Provide clear status updates to stakeholders, highlighting milestones, dependencies, and risks
• Escalate issues in a timely manner and support root cause analysis and resolution tracking
• Develop, review, and maintain functional procedures and project management tools to support consistent delivery
• Review implementation outcomes and identify opportunities to improve process efficiency and ways of working

Skills

Cross-functional coordination

Stakeholder management

Communication skills

Time management

Delivery discipline

Job description

JPMorganChase is seeking a Client Onboarding Analyst in the Client Onboarding Management Team in Metro Manila, Philippines. The role focuses on coordinating new account onboarding and lifecycle events, driving project execution, aligning stakeholders, and producing high-quality documentation to ensure timely and controlled delivery.

Ideal candidates bring 2+ years in asset/wealth management operations or investment banking operations, with strong communication and stakeholder management skills