At a Glance
- Tasks: Manage pension operations functions and enhance customer experience.
- Company: Join J.P. Morgan, a global leader in financial services.
- Benefits: Competitive salary, diverse workplace, and career development opportunities.
- Other info: Dynamic environment with a focus on diversity and inclusion.
- Why this job: Be part of an ambitious growth agenda with real impact.
- Qualifications: Understanding of pension processes and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
- Overview
- Pension Operations Analyst
JP Morgan Personal Investing is looking for a highly motivated individual with a passion for great customer service to join our Pension Operations team as an Operations Analyst.
You will manage a variety of pension operations functions, including transfers, drawdown, and contributions, ensuring an excellent customer experience.
You will also contribute to process improvements and take initiative in driving your career and development forward.
This is an unrivalled opportunity to be part of an ambitious growth agenda, backed by the resources and reputation of a major global bank.
Responsibilities
- Manage pension operations functions including transfers, drawdown, and contributions.
- Understand and process the end-to-end transfer journey for customers.
- Contribute to changing and improving processes.
- Collaborate with internal teams to resolve operational issues.
- Maintain up-to-date knowledge of pension products and procedures.
- Ensure compliance with regulatory requirements and company policies.
- Support the implementation of strategic change initiatives.
- Prioritize and manage workload across multiple workstreams.
- Required Qualifications, Capabilities, and Skills
- Demonstrable understanding of the personal pension transfer, contributions and drawdown processes.
- Excellent organizational skills to manage and prioritize workload.
- Passion for delivering a seamless end-to-end customer experience.
- Ability to engage in debate on customer experience and a genuine desire to help customers.
- Curiosity and a will to succeed.
- Ability to work in the office on a full-time basis.
- Preferred Qualifications, Capabilities, and Skills
- Proficiency in Microsoft Office, especially Excel.
- Familiarity with CRM such as Salesforce.
- Understanding of DC pension schemes.
- Experience supporting process improvement initiatives.
- Strong communication and stakeholder management skills.
- Previous experience in customer service or client-facing roles.
Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do.
We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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 for more information about requesting an accommodation.
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing.
Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally.
Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm.
Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
Pension Operations Analyst employer: PVH (Tommy Hilfiger/Calvin Klein)
Intapp is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the accounting and consulting sectors across EMEA. With a strong commitment to employee growth, Intapp provides ample opportunities for professional development and leadership coaching, ensuring that team members thrive in their careers while contributing to the company's strategic vision. The culture is built on accountability and high performance, making it an ideal place for those looking to make a significant impact in a rapidly evolving industry.
Contact Details:
PVH (Tommy Hilfiger/Calvin Klein) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Pension Operations Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like PVH (Tommy Hilfiger/Calvin Klein). Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pension Operations Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to PVH (Tommy Hilfiger/Calvin Klein).
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on PVH (Tommy Hilfiger/Calvin Klein)'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at PVH (Tommy Hilfiger/Calvin Klein)
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with PVH (Tommy Hilfiger/Calvin Klein).
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at PVH (Tommy Hilfiger/Calvin Klein) will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former PVH (Tommy Hilfiger/Calvin Klein) employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
