Trust & Estate Product Delivery Associate

Play a crucial role in transforming ideas into functional products, while navigating through complex challenges. Develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning.

As a Product Delivery Associate in Trust & Estate Solutions, you enable the release of products and features by overcoming obstacles. As an emerging member of the team, you work across the organization and enable the product to continuously deliver value, while gaining skills and experience to grow within your role. . By working with the business users, including Trust Officers, Investors, Bankers, and Business Management, you will investigate issues, define and document requirements, perform detailed analyses, develop project plans, serve as a liaison between front and back office, manage and report progress, and drive the implementation of business solutions and change management initiatives. 

Job responsibilities

• Gather data, analyze and determine most efficient/ effective strategy for data conversion.
• Make Data entry of client demographics/ coordinating data automated uploads, resolving exceptions
• Perform Data quality review of large amounts of converted data
• Create  report and ongoing report out metrics on data conversion completion
• Create report and ongoing report on data quality . Analytics on root cause of outliers .
• Assist with execution under a mid-size  conversion program
• Partner closely with the manager to manage business/client project deliverable expectations.
• Participate in and lead progress status meetings at the operational and project level.
• Support the front office by testing new system functionality and confirming working as anticipated.
• Provide continuous feedback on project status, offering constructive options to ensure project tracks to original expectations.
• Function as an escalation point to keep all parties aware of overall project impact.

Required qualifications, capabilities, and skills

• 5+ years of work experience and demonstrated quantitative & qualitative analytical skills, Bachelor's degree or equivalent
• Ability to synthesize information to reach logical conclusions
• Demonstrated proficiency with MS Excel, PowerPoint, and  Access
• High degree of initiative, self-direction, and ability to work independently as well within a team
• Strong problem solving abilities
• Highly motivated, results-oriented, client -focused
• Ability to be flexible, follow tight deadlines, organize and prioritize work
• Outstanding verbal & written communication skills
• Strong team building, presentations skills and excellent leadership, interpersonal, & relationship management skills
• Foundation in project management and data analytics

Preferred qualifications, capabilities, and skills

• Experience in wealth management, private banking, investments, and/or trusts and estates
• Experience in supporting large scale transformation, operational risk management, and/or efficiency programs

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 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 our FAQs for more information about requesting an accommodation.