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Chase · 2 months ago

Asset & Wealth Management Location Strategy Associate

8181 Communications Pkwy Ste C, Plano, TX, 75024, US

Full-time

Onsite

Entry Level

2+ years exp

Chase is a leading financial institution, and they are seeking an Associate for their Asset and Wealth Management Location Strategy team. This role focuses on strategic planning and project execution to optimize the Asset and Wealth Management footprint and manage ongoing Resiliency and Regulatory deliverables.

BankingFinancial Services

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

Qualification

Data analyticsProject executionMS Excel advanced functionsFinance managementConfidentiality managementMulti-taskingHeadcount managementEffective communicationCollaboration skillsProblem-solving

Required

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

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