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Investments & Wealth Advisory Marketing Intern - J.P. Morgan Private Bank

J.P. Morgan
About JPMorgan and the Private Banking Business: JP Morgan Chase Co. (NYSE: JPM) is a leading global financial services firm with assets of $2 trillion, over 200,000 employees and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. J.P. Morgan Private Banking, which includes both the Private Bank and Private Wealth Management lines of business, offers high (HNW) and ultra-high net worth (UHNW) individuals and their families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. The two lines of business are focused on delivering "first class business in a first class way" - our guiding principle. Private Banking's Global Marketing Group supports both business lines. Position Description: This is an opportunity for a college senior (Class of 2013), or junior (Class of 2014) to build professional experience in financial services marketing, specifically in building marketing programs for HNW and UHNW clients and prospects, and in particular managing the day-to-day project management and financial reporting. As a member of the Private Banking Global Marketing Group, the intern will support members of the Strategy Business Management and/or Credit Marketing teams. Responsibilities: Under the management of a Marketing Vice President, and in collaboration with team members and colleagues across Global Marketing, the intern will:
  • Develop an understanding of the business and sales needs
  • Lead the day-to-day management of online and technology enhancements as they relate to marketing, for example the client site, the public website, Events in CRM, pitchbooks and other projects as they arise
  • Assist with refining and promoting Private Banking programs for the front office and clients
  • Support the launch of intellectual content and ad-hoc distribution projects
  • Input data to assist with day-to-day budget management and event tracking
  • Collect, collate and analyze information to build presentations and spreadsheets both describing and quantifying the group's impact
  • Complete ad-hoc analyses for the Head of Global Marketing and her direct reports and colleagues
  • Focus on providing information and analysis to support decision-making
  • Monitor upcoming calendar items; coordinate the receipt of required supporting materials, as well as action items following specific meetings
He or she may also be asked to participate in other projects across different marketing disciplines as they leverage their unique talents and expertise. This is a paid internship; undergraduate credit for this internship is not available.

CIB Tech - Cleared Derivatives Technology - Entry Level Analyst Trainee

J.P. Morgan
An exciting location for the inventive technologist, Chicago offers the opportunity for a mix of infrastructure-oriented projects and application development. . Become part of the technology team that supports the clearing of Futures Options and Cleared OTC Derivatives around the globe. In the Chicago area, JPMorgan Chase is the largest global player in financial services - which means you'll have the opportunity not only to have a career, but also to enjoy opportunities that connect you to an organization of unparalleled scale as you progress. With multiple lines of business represented, internal mobility will be at your fingertips. The people at our Chicago office are professional and supportive, with a healthy global perspective - they understand that technology doesn't have boundaries or borders. The business portfolio that JPMorgan Chase offers as a leading financial services institution means that wherever in the business you are working, you'll hold yourself to the highest standards of quality and innovation. If you want a true experience of working in a global environment, you can have that in Chicago. It's a dynamic city with a choice of arts, sports and culture. The city offers a chance to enjoy a unique urban setting full of opportunity. J.P. Morgan is a leader in financial services, offering innovative and intelligent solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years and we keep their interests foremost in our minds at all times. This combination of product strength, intellectual capital and character sets us apart as an industry leader. J.P. Morgan is part of JPMorgan Chase Co. (NYSE: JPM), a global financial services firm with assets of $2.0 trillion. Description: A "hands on" technical role working on a variety of projects in the Cleared Derivatives Technology team.
Acquire a detailed knowledge of GMI, a SunGard post-trade processing application used at JP Morgan to process Futures Options and Cleared OTC products globally. Specific areas of concentration will be general ledger processing, collateral processing, margins settlements, the batch cycle, fees commissions, interest, trade loads, and implementing SunGard application enhancements across all functional areas of the system.
Work with the project leads to analyze requirements and produce technical specifications for build teams.
It is expected that some element of level 3 support may be involved, particularly around your own implementations and areas of specialisms.
Work with the development team to ensure that they understand the specifications.
Conduct business process modeling and generate applicable scenarios testing.
Document system scenarios and identify roles impacted to help develop change management and training plans.

GFCC Strategy & Process Improvement Intern

J.P. Morgan Chase
JPMorgan Chase Co. (NYSE: JPM) is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. Global Financial Crimes Compliance (GFCC) team is part of The Global Compliance Regulatory Management department which is responsible for the provision of compliance services to the Firm. The Global Financial Crimes Compliance (GFCC) organization has over 700 staff members across the world. The team covers both global and business-aligned functions supporting the firm's Anti-money laundering, Sanctions, and Anti-corruption programs and is lead by the BSA/AML Officer and the AML Operations Executive. The Business Management team performs a number of functions that contribute to a well-run department including Talent Management, Communications Strategy and Resource Strategy. The Business Management Lead role oversees a staff of four and covers the following functions: In January of 2012, the firm restructured Corporate Anti-Money Laundering (AML) Compliance to consolidate the administration of three programs - the firm's global AML program, the OFAC and Sanctions Program and the Anti-Corruption program - to ensure close alignment and coordination among the compliance professionals throughout the firm. The new global structure enhances the firm's ability to ensure the application of common practices, program metrics and operations globally, while still retaining the critical link between the LOB compliance teams and their respective business partners. The AML Enhancement Program is being constructed to address known issues and review key AML program elements that will strengthen the firm's ability to effectively guard against the abuse of our products and services by criminals. The Program scope incorporates commitments made to our regulators and includes initiatives that focus on improved organization and governance, consistency and robustness of procedures and controls, model validation, targeted investment in technology, use of metrics, employee training and reporting. As part of this effort, we are building a new capability to scope and drive process improvement, organizational change and functional strategy projects across the AML operations space. The group will support both major strategic change programs across organization and more discrete high-impact programs within specific areas. The objectives of the group are to:
  • Work across Corporate and LOB AML Compliance and Compliance Ops areas to identify synergies
  • Drive performance improvement through improved end-to-end process design and management
  • Ensure that the organization is structured optimally to deliver efficient and effective solutions to business partners and customers
  • Drive productivity improvements and reduce non-value adding expense
  • Promote more effective use of existing tools and processes (and eliminate those that are not used or are ineffectual)
  • Identify and support the development of new capabilities
  • Identify / develop metrics to best manage the organization
We are currently seeking Analyst-level project staff who can work with the senior management of Strategy Process Improvement team to assess complex business/process issues, identify actionable opportunities and design solutions. The Analyst will run all aspects of workstreams for which s/he is responsible. Activities may include developing and implementing work plans, conducting interviews with clients, analyzing various data sources, compiling presentations and syndicating results with partners across the firm. Candidates for this role should be highly-motivated, self-starters with strong analytical and quantitative skills. The candidate will work closely with senior managers across the firm, so strong written and oral communication and presentation skills are a must. Previous experiences in strategic and tactical process improvement initiatives and/or management consulting project experience are highly desirable. An understanding of banking operations and technology is preferred but not required. Responsibilities:
  • End-to-end delivery of workstream(s) as part of major change programs and process improvement consulting projects across JP Morgan Chase support functions
  • Conduct interviews with key contacts across the organization to gather baseline information
  • Gather, model and analyze data to test hypothesis and size opportunities
  • Work closely with senior management to develop and refine recommended solutions to address issues and capture opportunities
  • Compile presentations to summarize findings/recommendations and take part in syndication process to senior management
  • Partner with stakeholders to create and launch tactical implementation plans
  • Build and maintain excellent relationships with internal clients and colleagues
  • Actively involved in recruiting for rotational programs across the firm and help bring in junior talent