Private Client Process Analyst, Senior Associate

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Private Client in New York seeks a Business Analyst to lead cross‑functional initiatives, organize, manage, and oversee activities aligned with the Private Client business model.

You will partner with stakeholders across Consumer & Community Banking and Wealth lines to plan, coordinate, and deliver key initiatives while maintaining compliance and controls. You will work with risk, legal, and control functions, communicating with senior management and driving data-driven decisions to

Qualifications

• BA/BS degree required.
• 3+ years of project management and process design experience within consumer/business domains.
• Strong ability to organize, plan and drive decisions with analytical rigor.

Responsibilities

• Own the creation of business processes and controls to maintain compliance by partnering with stakeholders within the Business, Legal, Risk, Controls and Compliance.
• Manage smaller projects supporting the JPMorgan Private Client agenda and the implementation of processes and controls.
• Establish strong working relationships with workstream leads, business stakeholders, peers, and subject matter experts.
• Operate as the voice of the project, producing or contributing to various reporting needs, and facilitating meetings at the business, operational, and project levels.
• Influence business leaders and stakeholders in a meaningful and actionable manner with excellent written and verbal communication skills
• Partner with stakeholders to identify gaps and determine root cause of control breaks
• Create and perform ongoing analysis of KRI/KPI and develop ad-hoc reports as requested to support business-related programs and strategies

Skills

Project management

Process design

Data analysis

Communication

Cross-functional collaboration

Analytical thinking

Problem solving

Education

BA/BS degree

Tools

MS Suite

Microsoft Excel

PowerPoint

Job description

J.P. Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and investment goals. Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other Consumer & Community Banking businesses, our team is at the forefront of redefining service standards.

As a Business Analyst within the JPMorgan Private Client team, you’ll step into a leadership role, leveraging your strong analytical and problem-solving skills, along with a keen intellectual curiosity and a hands‑on approach to diverse tasks. Successful candidates will embody our firm's leadership qualities, act as culture carriers, and aspire to lead a team that values collaboration and shared accountability. In this role, you'll collaborate closely with JPMorgan Private Client and partners to organize, manage, and oversee activities that align with our Private Client business model. Additionally, you'll work with peer groups across the Consumer and Community Bank, Asset & Wealth Management Lines of Business, and other cross‑functional teams to plan, coordinate, and deliver key initiatives.

Job Responsibilities

• Own the creation of business processes and controls to maintain compliance by partnering with stakeholders within the Business, Legal, Risk, Controls and Compliance.
• Manage smaller projects supporting the JPMorgan Private Client agenda and the implementation of processes and controls.
• Establish strong working relationships with workstream leads, business stakeholders, peers, and subject matter experts.
• Operate as the voice of the project, producing or contributing to various reporting needs, and facilitating meetings at the business, operational, and project levels.
• Influence business leaders and stakeholders in a meaningful and actionable manner with excellent written and verbal communication skills
• Partner with stakeholders to identify gaps and determine root cause of control breaks
• Create and perform ongoing analysis of KRI/KPI and develop ad-hoc reports as requested to support business-related programs and strategies

Required qualifications, capabilities, and skills

• Education:BA/BS degree required
• Experience:3 + years of project management and process design experience within the Consumer/Business Deposit, Home Lending, or Wealth businesses
• Organizational Skills:Highly organized and detail-oriented with a structured/analytical approach to problem-solving and the ability to help drive decisions.
• Communication Skills:Excellent written and verbal communication skills with the ability to work with senior management and create executive-level presentations; strong proficiency in MS Suite of products is a must.
• Teamwork:Team player with the ability to build strong cross-business relationships
• Adaptability:Ability to work autonomously to drive change, demonstrating flexibility and adaptability to shifting priorities; effectively manages competing priorities to achieve optimal results in a fast-paced, results-driven environment.
• Analytic Skills: Proficiency in Microsoft Excel, including the ability to use intermediate functions such as VLOOKUP, pivot tables, and data visualization tools.
• Analytic Skills: Strong analytical skills with the ability to interpret data, identify trends, and generate actionable insights.

Preferred qualifications, capabilities, and skills

• Expertise: Proficient knowledge of control and risk management concepts and experience working within Control framework and platforms (CORE, ELA, Obligation mapping)
• Cultural Fit:Passionate culture carrier with grit, tenacity, customer obsession, and a balanced focus on ‘the what’ and ‘the how’