Asset Management, Global Investment Management, Global CRM Support / Business Analyst – Based in London

Job description

Asset Management, Global Investment Management, Global CRM Support / Business Analyst (London, UK)

Asset Management

J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra high net worth, high net worth and retail clients through its Global Investment Management and Global Wealth Management businesses. With client assets of $2.3 trillion and assets under management of $1.7 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of June 30, 2016)

Global Investment Management

J.P. Morgan Asset Management (Investment Management) is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

· Clear focus on managing client assets and delivering strong risk-adjusted returns
· More than 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
· Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan

J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

Team Responsibility

This role sits within the Global Investment Management (GIM) CRM & MIS team as part of the GIM CRM Stakeholder Engagement team, which is focused on driving value from the Global CRM platforms. The Global CRM platforms support 40+ business groups, 2,400 users, and the Client Lifecycle covering Sales, Marketing, Client Service, MIS / Business Intelligence and Finance. The team is responsible for supporting a diverse range of business processes and reporting needs across our Global Institutional organization.

The team's responsibilities and development agenda is diverse, spanning areas such as frontline support, training and engagement, business process definition & re-engineering, enhancement definition, sales and business intelligence reporting, and sales, marketing and service workflow. A core objective of the team is to ensure that the Global CRM (Salesforce) solution remains strategic and keeps pace with an ever-changing client and regulatory environment. Thus, this team is expected to be pro-active, generate and develop new ideas.

Job Specification

As a highly skilled and motivated Business Analyst, the successful candidate will support the Global CRM platform strategy by providing day to day support for our International business groups and functions including Sales, Marketing, Service and Finance with a special focus on the EMEA Institutional and Liquidity lines of business. Applying excellent analytical and problem solving skills, additional responsibilities include the leading and delivering projects and change management initiatives in partnership with CRM and Sales Support team members, business stakeholders, and Technology & Operations. This position is a non-IT position and resides within the Client Service and Business Platform (CS&BP) organization.

Responsibilities

Specific duties are:

· Provide front-line business process support across the client lifecycle leveraging best practices and facilitating enhanced business metrics
· Apply critical thinking to troubleshoot issues quickly and effectively
· Drive adoption and business benefits through day to day support, training and engagement with the Global user community
· Liaise with business group representatives and stakeholders across the EMEA GIM lines of business to identify and manage opportunities for enhancement (through project definition, requirements gathering, and ownership of quick win enhancements)
· Apply business acumen to help define and improve business process flow in the CRM platform (through definition of best practices, generate ideas for improvement and management of special projects)
· Execute ongoing release management to ensure an informed, efficient and confident user base; act as a link between the business stakeholders, end users, Projects and Platform team, and Technology / vendor during the design, test, and implementation phases
· Own the release communication planning, execution, success definition, measurement and post implementation efforts
· Partner with internal client teams to formalize and deliver training framework
· Support internal team members with ad-hoc requests
· Partner with CRM Platform management team to support data, integration, and process requests from the International business stakeholders
· Deliver CRM global best practices across GIM

Desired profile

Qualifications

Essential skills/ experience / knowledge:

·  Proven track record of working in a Support / Business Analyst role
·  Experience with Client Relationship Management solutions and client processes
·  Excellent verbal and written communication at all levels
·  Experience with client data management processes & controls; attention to detail and high level of accuracy
·  Experience delivering business presentations and running requirements gathering workshops
·  Proven experience of turning business requirements into recommendations and solutions
·  Good communicator with strong interpersonal and presentation skills is essential
·  Ability to be flexible, follow tight deadlines, organize and prioritize work
·  Strong knowledge of Microsoft Office products (Word, Excel, Project, PowerPoint).
·  Strong attention to detail and accuracy
·  Highly energetic, pro-active, self-motivated, team player and hard working
·  Quick learner; proven ability to quickly learn the business, the application, and quickly adapt to ever changing priorities with a passion for continuous learning
·  Ability to build relationships internally and across regions
·  Good thought process, critical thinking, and problem solving skills
·  Ability to take own initiative and work well with little direction
·  Proven track record in executing business initiatives with an ability to influence internal clients strategically
·  Innovative thinking
·  Passion to drive efficiency

Desirable skills/experience (optional):

·  Experience with Salesforce.com CRM in the Investment Management industry
·  Understanding of the Investment Management industry and more specifically the Institutional business
·  Experience working on Sales and Marketing related initiatives e.g. website development, digital marketing, campaign workflow

Job Asset Management

Primary Locations-London

Organization Asset Management - London

Schedule Full-time

Job Type Standard

Shift Day Job

Employee Status Regular

Recruiter TBD

Hiring Manager Cari O'Kane

Salary Grade / Level Analyst – 501/502

JPMorgan Chase & Co offers an exceptional benefits programme and a highly competitive compensation package. JPMorgan Chase & Co is an Equal Opportunity Employer