Cap Table & Share Plan Implementations Specialist

JP Morgan Chase; Nashville (TN); On-site; USD 70,000 - 95,000; Full time

Job summary

JP Morgan Chase is seeking an Implementations Associate to serve as a primary contact during client onboarding within our Workplace Solutions team. You will coordinate with stakeholders to ensure high-quality onboarding in a fast-paced environment, with exposure to the equity space and opportunities for growth.

The role emphasizes strong communication, project management, and organizational skills, with responsibilities spanning data management, documentation, and client support during

Qualifications

• Excellent written and verbal communication required.
• Strong problem-solving and adaptability.
• Proven stakeholder and project management skills.
• Strong numeric/financial analysis, documentation, and procedural skills.
• Advanced Excel/Word skills.
• Demonstrate commercial acumen with proactive mindset.
• Ability to prioritize and meet tight deadlines.

Responsibilities

• Implement and manage a portfolio of companies operating Cap Table and employee share plans within a team framework.
• Interact with customers/clients on operational transactions and data files related to their share plan program; execute timely processing of operations.
• Develop and maintain procedural documentation to ensure accurate processing and minimize risk.
• Assist in identifying new system tools and enhancements to existing systems.
• Lead projects to enhance business operations and serve as a point of contact during implementation.
• Foster excellent relations with key business partners.

Skills

Communication (written and verbal)

Problem solving

Stakeholder management

Financial analysis

Excel and Word proficiency

Proactive/innovative mindset

Deadline prioritization

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Excel

Microsoft Word

Job description

JP Morgan Chase is seeking an Implementations Associate to serve as a primary contact during client onboarding within our Workplace Solutions team. You will coordinate with stakeholders to ensure high-quality onboarding in a fast-paced environment, with exposure to the equity space and opportunities for growth.

The role emphasizes strong communication, project management, and organizational skills, with responsibilities spanning data management, documentation, and client support during