
Global financial services firm
Asset & Wealth Management Location Strategy Associate
必备技能
Excel
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 Pitch Pro 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
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
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关于JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
员工数
New York City
总部位置
$500B
企业估值
评价
10条评价
3.8
10条评价
工作生活平衡
3.5
薪酬
4.0
企业文化
3.8
职业发展
3.2
管理层
2.8
68%
推荐率
优点
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
缺点
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
薪资范围
44个数据点
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6份报告
$126,500
年薪总额
基本工资
$110,000
股票
-
奖金
-
$103,500
$201,250
面试评价
4条评价
难度
3.0
/ 5
时长
14-28周
录用率
50%
体验
正面 25%
中性 75%
负面 0%
面试流程
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
常见问题
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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