Workplace Solutions - Equity Plan Management Analyst

JPMorgan Chase & Co.; Nashville (TN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial institution in Nashville seeks an Equity Plan Management Analyst to play a key role in managing employee share plans. You will interact with clients on operational transactions and work alongside various teams to ensure efficient processing and documentation of activities. Ideal candidates will possess strong numeric and financial analysis skills, excel in Microsoft applications, and have a proactive approach to problem-solving. The role offers career growth in a rapidly evolving environment.

Qualifications

• Proven numeric and financial analysis skills.
• Excellent skills in Microsoft Excel and Word.
• Ability to prioritize and meet tight deadlines.

Responsibilities

• Manage a portfolio of companies administering employee share plans.
• Interact with clients on operational transactions related to share plans.
• Execute the timely processing of transactions, including data management.
• Organize process documentation to ensure accurate transaction processing.
• Identify system enhancements to improve operations.
• Create and maintain relations with business partners.

Skills

Numeric skills

Financial analysis

Excellent computer skills

Commercial acumen

Prioritization skills

Tools

Microsoft Excel

Microsoft Word

Job description

Workplace Solutions - Equity Plan Management Analyst

• Job Identification 210603636
• Job Category Client Operations Management
• Business Unit Asset & Wealth Management
• Posting Date 06/16/2025, 12:23 PM
• Job Schedule Full time

Job Description

Join our dynamic Equity Plan Management team within Workplace Solutions as a Equity Plan Management Analyst, where you will have the opportunity to play an integral part in our client service delivery and make a significant impact. This role offers a chance for career growth and the opportunity to work in a fast-paced, innovative environment.

As an Equity Plan Management Analyst within our dynamic Equity Plan Management team at Workplace Solutions, you will play an integral part in our client service delivery and make a significant impact. This role offers you the chance for career growth and the opportunity to work in a fast-paced, innovative environment. You will be entrusted with the management of client accounts, actively engaging with various teams across our operational and IT departments, contributing to the innovation of team processes. You will have the freedom to manage your workload in a dynamic environment and the opportunity to collaborate with diverse teams.

Job Responsibilities:

• Manage a portfolio of Companies administering employee share plans within a team framework
• Interact with customers/clients on operational transactions related to their share plan program.
• Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
• Organize, develop and maintain procedural and process documentation related to client companies’ program(s) to ensure accurate transaction processing and minimize risk.
• Assist in identifying new system tools and enhancements to existing systems.
• Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
• Create and maintain excellent relations with key business partners as well as identify innovative client solutions.

Required Qualifications, Capabilities and Skills:

• Proven numeric, financial analysis, documentation and procedural skills required
• Excellent computer skills including Microsoft Excel and Word
• Demonstrate commercial acumen with an ability to be innovative & pro-active
• Ability to prioritise and adhere to tight deadlines

Preferred Qualifications, Capabilities and Skills:

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.