How my internship with JPMC related to my course work at Temple University

1. Technology Analyst Program | Summer 2016
JPMorgan Chase
& Co.
Kate Morrison
Solutions Engineer

2. Company Overview
JPMC
•Multinational banking and financial
services
•HQ: New York City
•World’s 6th largest bank and public co.
•Officially formed in 2000 (Chase
Manhattan merged with JPMorgan &
Co.)
•Services: Investment banking, asset
management, private banking, wealth
management, treasury & securities

3. Lines of Business & Revenue
•Consumer & Community Banking (CCB) accounts for 46% of total company revenues
•Corporate & Investment Bank (CIB) accounts for 34% of total revenues
•Asset Management (AM) accounts for 12% of total revenues
•Commercial Banking (CB) accounts for 7% of total revenues

4. My role within the firm:
CCB>Shared Technology>IR&C>SE

5. Infrastructure, Risk & Controls (IR&C)
Standardization:
In previous years, each group within CCB had their own IR&C services and
each tower operated differently, but IR&C employees have recently been pulled
out and formed into their own group to service CCB as a whole
What does this mean for my team?
✦ Must define/standardize work processes
✦ Must create processes that work year after year to
deliver consistent results
✦ Must communicate with all towers to create one
master task timeline
✦ Must compensate for last year’s carryover projects
without creating an endless cycle of carryover

6. What does IR&C do?
• Services all seven groups within CCB
• Supports the technology used
(hardware and software)
• My team supports the Operations Technology
(OPT) tower within CCB

7. Solutions Engineer (SE)
How do SE’s add value?
They design plans to keep CCB technology
relevant by:
• Creating, prioritizing tech refresh
• Compiling requirements for net new apps
• Creating, managing, and enforcing a budget
timeline across all towers

8. FOX MIS >> JPMC SE
FOX MIS classes utilized
Communication
• MIS 2501 - essay vs. business case
• BA 2196 - cover letter, email, idea pitch,
presentation
• MIS 3504 - requirement elicitation,
interviewing
Technical skills
• BA 2104 - Excel
• MIS 2502 - MySQL
• MIS 3501 - SQL

9. Development
How has my internship helped me grow personally and professionally?
✦ Communication
- Corporate environment
- Upper level management
- Presenting unknown/new
subject matter
- Eliciting requirements
✦Commercial acumen
- JPMC: ~250,000 employees
- Structure
✦Analytical thinking
✦Technical skills
- SQL
- Budget/timeline planning

10. Click here to view my e-portfolio