Wealth Management Operations – Reconciliations COE – Associate at JPMC Candidate Experience page

Taguig, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

08 Oct, 26

Salary

0.0

Posted On

10 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Multi-currency Reconciliations, Root-cause Analysis, Stakeholder Management, Audit Readiness, Control Governance, Operational Risk Management, Financial Analysis, Process Modernization, Data Visualization, Workflow Management, Cross-functional Collaboration, Problem Solving

Industry

Financial Services

Description

Make your mark in a reconciliations team that improves operational resilience and control effectiveness across wealth management accounts. You’ll investigate breaks, coordinate stakeholders, and drive timely closures while strengthening governance and audit readiness. Bring your analytical skills and clear communication to help modernize processes, improve efficiency, and reduce repeat issues. You’ll partner closely with operations, technology, finance, and risk and controls teams to deliver better outcomes. Job summary: As an Associate in the Wealth Management Reconciliations Center of Excellence, you will execute daily reconciliations and control activities, investigate breaks, assign ownership, and drive timely resolution. You will partner with stakeholders across operations, technology, finance, and risk and controls to maintain a strong control environment through disciplined governance, evidence retention, and clear sign-offs. You will perform root-cause analysis to identify control gaps and recurring issues, and you will support process and system enhancements that improve efficiency and resilience. You will communicate clearly, influence cross-functional partners, and contribute to knowledge sharing within the team. Job responsibilities: * Manage daily multi-currency reconciliations and investigate breaks to determine cause, required actions, and resolution path. * Coordinate break ownership and drive timely closure through structured follow-up and escalation. * Execute business-as-usual controls, complete required evidence and sign-offs, and support audit readiness aligned to reconciliation control standards. * Analyze processes, data, and systems to identify control gaps, root causes, and opportunities to reduce manual risk. * Produce required key metrics and governance inputs accurately and on time. * Lead or support modernization initiatives from initiation through closure, partnering with operations, technology, finance, and risk and controls stakeholders. * Track actions, dependencies, and outstanding requirements to ensure delivery commitments are met. * Maintain 100% adherence to documented operational procedures to support accuracy, timeliness, and consistent outcomes. * Build inclusive stakeholder relationships and provide clear, actionable updates to senior audiences. * Mentor junior team members through knowledge sharing, practical guidance, and reinforcement of strong execution discipline. Required qualifications, capabilities, and skills: * Bachelor’s degree in business, finance, or a related discipline from a recognized institute. * Eight years of core operations experience in a financial services environment. * Demonstrated experience performing reconciliations or closely related control-focused operational activities. * Strong analytical and problem-solving skills, including resolving complex operational issues through structured investigation. * Demonstrated ability to execute controls, maintain documentation quality, and retain evidence to support audit readiness. * Strong stakeholder management skills, including influencing cross-functional partners and communicating with senior audiences. * Demonstrated ownership and accountability in a fast-paced, changing environment with competing deadlines. * Strong interpersonal and written communication skills with a partnership mindset. * Demonstrated ability to manage workflow to maintain high quality and timely completion of deliverables. * Demonstrated ability to manage multiple priorities independently and drive actions to closure. Preferred qualifications, capabilities, and skills: * Familiarity with modern front-end technologies and cloud technologies. * Experience with reconciliation platforms or tooling (for example, iRecs). * Experience using data and visualization tools (for example, Tableau) for operational monitoring. * Experience using analytics and automation tools (for example, Python or Alteryx), including relevant certifications. 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. 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.

Responsibilities

Execute daily multi-currency reconciliations and investigate breaks to ensure timely resolution and operational resilience. Partner with cross-functional teams to strengthen governance, perform root-cause analysis, and support system modernization initiatives.