J. P. Morgan Chase & Co.

Abstract

JPMorgan Chase & Co. possess a 200-year history and is now a market leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. With $2.69 trillion in assets and operations in over 100 countries, JPMorgan Chase & Co. is a significant worldwide financial services corporation. JPMorgan Chase & Co., a component of the Dow Jones Industrial Average, services millions of Americans as well as many of the world's most notable corporate, institutional, and government clients through its J.P. Morgan and Chase brands. The project is a result of the work done as a summer intern at JPMorgan Chase & Co. in the Corporate Analyst Development Program from May 2021 to June 2021 for a period of 9 weeks. The project covers various Business as Usual tasks that were performed in the Asset and Wealth Management – India Guidelines. These processes were either done on daily basis or monthly basis. It included bridge rule, audit report, IEG warning check reports, market rule as well training on US IPO, end of day task and various coding training. I worked with Equity Asset Class in order to support Business as Usual processes and some data clean up exercise for improving and increasing the efficiency. The report also consists of project work on client tiering analysis which was done on the basis of revenue generation model and various observations were concluded and future work scope is presented.