Talent.com
Asset & Wealth Management Location Strategy Associate
Asset & Wealth Management Location Strategy AssociateChase • Tampa, FL, US
Asset & Wealth Management Location Strategy Associate

Asset & Wealth Management Location Strategy Associate

Chase • Tampa, FL, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Associate, Asset And Wealth Management Location Strategy

The Asset and Wealth Management Location Strategy team is part of the Finance & Business Management function and plays a crucial role in guiding strategic headcount direction by utilizing Global Real Estate reporting. This team is instrumental in reducing vacancies and optimizing the entire Asset and Wealth Management footprint. Additionally, the team is responsible for managing ongoing Resiliency and Regulatory deliverables while implementing a top-tier "Workplace of the Future." This role presents an exciting opportunity to be at the forefront of strategic planning and innovation within the organization.

As an Associate within the Asset and Wealth Management Location Strategy team, you will serve as the subject matter expert for tactical project activities across the organization. You will provide support with a specific focus on project and move execution, seat management, reporting and data analytics, and ongoing Resiliency & Regulatory deliverables (Appendix 22, Divestiture Playbook, Smart Access). You will interact with all levels of Finance & Business Management partners across Asset and Wealth Management.

Job Responsibilities

  • Enhance and optimize critical indicators / key metrics for assessing space efficiency and utilization
  • Partner with India team to develop and publish reporting to business CFOs and Business Heads and automation team to boost overall team efficiency and productivity
  • Refine and maintain the self-service portal job aids, tools, engagement instructions, report links
  • Manage implementation of seat booking solutions in partnership with the Corporate tools team; including training and communications as well as ongoing monitoring of the troubleshooting inbox
  • Manage the AWM location guidance for HLP planning (i.e. building exits and new / expansion locations)
  • Manage data hygiene and ongoing data cleanup projects
  • Act as primary AWM Location Strategy contact for moves and move planning including but not limited to, initial development of stack plans and the scheduling of compliance reviews, while maintaining a project tracking framework for seamless and efficient status reporting of all AWM projects

Required Qualifications, Capabilities, and Skills

  • 2+years in finance / business management role
  • Proactive approach to workload with confidence to escalate appropriately
  • Ability to distill insights from data and craft a narrative suitable for a CFO's perspective
  • Confidence / Independence with a demonstrated proficiency in MS Office applications (Word and PowerPoint) with an advanced Excel functionality including pivot tables, Vlookups, data modeling and manipulations
  • Proficiency with developing and editing PitchPro and telling the story
  • Demonstrated ability to uphold confidentiality and manage sensitive information with discretion
  • Ability to thrive in a high-energy, dynamic environment with effective multi-tasking skills
  • Preferred Qualifications, Capabilities, and Skills

  • Effectively handle diverse tasks, produce robust outcomes within set deadlines, and think independently to devise innovative solutions for clients
  • Demonstrated proficiency in project execution, emphasizing meticulous attention to detail, proactive engagement, consistent follow-through, and a results-oriented approach
  • Effective communication and collaboration skills, adept in both written and oral interactions, and at ease working with AWM executives
  • Familiarity with headcount management and budgeting principles
  • 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.

    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.

    Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

    [job_alerts.create_a_job]

    Asset Management Associate • Tampa, FL, US

    [internal_linking.related_jobs]
    Manager Capital Asset Management

    Manager Capital Asset Management

    Healthpeak Properties • Tampa, Florida, USA
    [job_card.full_time]
    Primary focus on Senior Housing assets in Tampa FL with expansion to other markets in future.Support Lab and Outpatient Medical Assets as needed. Provide technical support to the property management...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Tax Strategy & Advisory Manager

    Senior Tax Strategy & Advisory Manager

    Forvis Mazars, LLP • Tampa, FL, United States
    [job_card.full_time]
    A leading accounting firm in Tampa, Florida is seeking a Tax Manager to manage tax compliance and advisory services across various sectors. You will conduct research, prepare tax returns, mentor tax...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Professor, Invasive Interventional (Director Structural)

    Associate Professor, Invasive Interventional (Director Structural)

    University of Miami Health System • Tampa, FL, US
    [job_card.full_time]
    The University of Miami's Cardiovascular Division, Department of Medicine is seeking an experienced and visionary Medical Director to lead the development and expansion of the Structural Heart ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Finance & Strategy Analyst, Institutional

    Senior Finance & Strategy Analyst, Institutional

    Coinbase • Tampa, Florida, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    BDO of Structured Finance

    BDO of Structured Finance

    Climate First Bank • Tampa, FL, United States
    [job_card.full_time]
    We are changing FINANCE to finance CHANGE!.Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Wint...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Strategy Consultant - Healthcare

    Associate Strategy Consultant - Healthcare

    2070 Health • Tampa, FL, US
    [job_card.full_time]
    Health is a boutique digital health innovation consultancy and venture studio.We are a clinician-led company with over two decades of experience in digital health. As consultants we craft bespoke st...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Product Strategy Analyst II - Tax Transformation

    Product Strategy Analyst II - Tax Transformation

    Florida Staffing • Tampa, FL, US
    [job_card.full_time]
    Tax Transformation Office Product Strategy Analyst II.The Tax Transformation Office serves Deloitte Tax, focused on transforming client service delivery inclusive of people, process, and technology...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Finance & Strategy Analyst, FP&A

    Senior Finance & Strategy Analyst, FP&A

    Coinbase • Tampa, Florida, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Business Development Manager - Post Acute RCM Sales

    Associate Business Development Manager - Post Acute RCM Sales

    Inovalon, Inc. • Tampa, FL, United States
    [job_card.full_time]
    Inovalon was founded in 1998 on the belief that technology, and data specifically, would empower the transformation of the entire healthcare ecosystem for the better, improving both outcomes and ec...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Business Development Manager - Post Acute

    Associate Business Development Manager - Post Acute

    Inovalon, Inc. • Tampa, FL, United States
    [job_card.full_time]
    Inovalon was founded in 1998 on the belief that technology, and data specifically, would empower the transformation of the entire healthcare ecosystem for the better, improving both outcomes and ec...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Asset & Wealth Management Tax Director

    Asset & Wealth Management Tax Director

    PwC • Tampa, FL, United States
    [job_card.full_time]
    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax ha...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Strategic Initiatives

    Director, Strategic Initiatives

    Valet Living • Tampa, FL, United States
    [job_card.full_time]
    Are you a strategic leader who thrives on driving cross-functional initiatives and shaping enterprise priorities? Do you excel at orchestrating complex programs, influencing stakeholders, and deliv...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director, Cell Therapy Account Management II (South FL)

    Associate Director, Cell Therapy Account Management II (South FL)

    Iovance Biotherapeutics • Tampa, Florida, USA
    [job_card.full_time]
    The ideal candidate will live in Orlando Tampa or Miami FL.Amtagvi is the best-in-class cell therapy treatment for advanced melanoma. The Cell Therapy Account Management II (CTAM) will be responsibl...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Tax Strategy & Advisory Lead

    Senior Tax Strategy & Advisory Lead

    Forvis Mazars US • Tampa, FL, United States
    [job_card.full_time]
    A leading professional services firm is seeking a Senior Tax Manager in Tampa, FL.This full-time position involves managing tax compliance and advisory services, as well as conducting in-depth rese...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Finance & Strategy Manager, FP&A

    Senior Finance & Strategy Manager, FP&A

    Coinbase • Tampa, Florida, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Strategy Consultant - Finance Transformation (m / f / d)

    Senior Strategy Consultant - Finance Transformation (m / f / d)

    SAP Fioneer • Tampa, FL, US
    [job_card.full_time]
    Transformation Strategy Consultant.You'll be part of a team focused on transformation strategy for banks.Working closely with senior stakeholders, you'll help shape client value propositions, lead ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor – Life & Annuities

    Wealth Advisor – Life & Annuities

    Elite Insurance Partners • Tampa, Florida, USA
    [job_card.full_time]
    Wealth Advisor Life & Annuities- Warm Leads Provided.Competitive base salary performance bonuses (top performers exceed $250k). About Elite Insurance Partners (EIP).Elite Insurance Partners (E...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Capital Markets Tax MD : Lead Growth & Strategy

    Capital Markets Tax MD : Lead Growth & Strategy

    Crowe • Tampa, FL, United States
    [job_card.full_time]
    A leading public accounting firm in Tampa is seeking a strategic leader in their Capital Markets Tax practice.This role requires extensive experience in capital markets tax and a proven ability to ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]