You report into the Finance Management team for Wholesale Payments Operations (WPO) which is part of Digital & Platform Services (DPS) within the Corporate & Investment Bank (CIB). As a member of the Finance team, you will provide financial planning & analysis support for the WPO Finance team that manages a global budget of ~$1BN spanning an organization of ~11,000 resources. The position will require attention to detail, curiosity and an ability to quickly grasp knowledge of the tools / systems and processes used across DPS to manage financials and workforce. Ability to think and execute independently with minimal supervision will be key to success and growth in the role. Key Responsibilities: Process financial & headcount updates in the financial systems to support month end close and forecast process Provide timely and accurate reporting, highlighting exceptions to enable proper oversight of the planning, forecast and monthly close process Develop and implement automated reporting where feasible to simplify routines, leveraging MS Excel, Tableau, Alteryx as appropriate Partake in the annual financial planning process interfacing with CIB Planning & Analysis and other central teams Develop and maintain relationships with business and other support partners as needed Produce executive style summaries with metrics and trends to help the Finance Managers in reviews with Business Leads Support ad-hoc analysis & other management requests as required Key Skills: Ability to work with large data sets and have intermediate - advanced excel skills. Proficiency with PowerPoint a plus Analytical mindset with ability to perform meaningful analysis, understand and explain underlying drivers (i.e. tell the story behind the numbers) Ability to organize deliverables and tasks effectively, with an ability to multi-task Strong verbal and written communication skills with confidence to interface with senior management as required Display good judgment, professional maturity and personal integrity and a strong work ethic Proactive and results-oriented outlook with the courage to ask tough questions and challenge the status quo Qualifications: Undergraduate degree required - Economics, Finance or Accounting Majors preferred Strong skills in MS Office Suite required - excel pivot tables, application of financial formulas, etc. work experience in Financial services, or Business Management Financial planning and analysis experience preferred
Dec 05, 2021
Full time
You report into the Finance Management team for Wholesale Payments Operations (WPO) which is part of Digital & Platform Services (DPS) within the Corporate & Investment Bank (CIB). As a member of the Finance team, you will provide financial planning & analysis support for the WPO Finance team that manages a global budget of ~$1BN spanning an organization of ~11,000 resources. The position will require attention to detail, curiosity and an ability to quickly grasp knowledge of the tools / systems and processes used across DPS to manage financials and workforce. Ability to think and execute independently with minimal supervision will be key to success and growth in the role. Key Responsibilities: Process financial & headcount updates in the financial systems to support month end close and forecast process Provide timely and accurate reporting, highlighting exceptions to enable proper oversight of the planning, forecast and monthly close process Develop and implement automated reporting where feasible to simplify routines, leveraging MS Excel, Tableau, Alteryx as appropriate Partake in the annual financial planning process interfacing with CIB Planning & Analysis and other central teams Develop and maintain relationships with business and other support partners as needed Produce executive style summaries with metrics and trends to help the Finance Managers in reviews with Business Leads Support ad-hoc analysis & other management requests as required Key Skills: Ability to work with large data sets and have intermediate - advanced excel skills. Proficiency with PowerPoint a plus Analytical mindset with ability to perform meaningful analysis, understand and explain underlying drivers (i.e. tell the story behind the numbers) Ability to organize deliverables and tasks effectively, with an ability to multi-task Strong verbal and written communication skills with confidence to interface with senior management as required Display good judgment, professional maturity and personal integrity and a strong work ethic Proactive and results-oriented outlook with the courage to ask tough questions and challenge the status quo Qualifications: Undergraduate degree required - Economics, Finance or Accounting Majors preferred Strong skills in MS Office Suite required - excel pivot tables, application of financial formulas, etc. work experience in Financial services, or Business Management Financial planning and analysis experience preferred
JP Morgan International Private Bank, Operations Projects - PMO and Business Management - Associate Our company J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Team Overview: The International Private Bank (IPB) Operations Projects team is responsible for managing and supporting the implementation of key multi-year strategic, business and regulatory driven projects impacting the EMEA and Asia regions. The team works closely with our internal partners such as Operations, Technology, Business Management, Corporate Tax, Legal, Marketing as well as external vendors The role PMO/Business Management optimizes operations project team performances by helping to drive key initiatives. We act as trusted advisors to Program Managers. The role of a business manager and PMO is dynamic and can vary, in line with the priorities of the team. Being part of the International Private Bank Operations Projects Team, the successful candidate will be working in conjunction with our internal partners including our broader Operations team, Technology and Business Management. Responsibilities: Responsibilities associated with the Operations Projects team activities: Providing assistance to the daily management of the team Coordinating and preparing a variety of reporting and presentations for senior management. Support the project management Best Practices, the project toolkit, the team learning sessions, and any working sessions for the project team. Help in the maintenance, enhancements, testing of the project management tool, updating the procedure, ensuring data quality in the tool. Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis. Organize information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Coordinate team activities, (organization charts, distribution lists), and prepare materials for town halls, newsletter etc... Help in the maintenance of the capacity management tool for the project team Support New Joiners joining our team, providing trainings of our tools. Regularly review and update the Newjoiners checklist of our Project team. Support the Ops projects BM in recruitment process, and headcount management Collect and maintain internal resources and documentation on collaboration sites such as SharePoint. The successful candidate must also demonstrate an exceptional capacity to exercise good judgment under pressure Qualifications: Excellent communication, organization and prioritization skills. Solid capacity to work with stakeholders in multiple locations towards strategic objectives. Proactive mind-set, self-motivated, tenacious and able to work with high degree of independence Ability to multi-task and work well under pressure to meet deadlines. And manage unforeseen, ad-hoc projects Strong analytical & problem solving skills Team player, shows commitment and dedication, can maintain a positive attitude and deliver results in a demanding environment; and as individual contributor as well. Comfortable working with large sets of data and numbers Strong Excel and PowerPoint are a requisite. Knowledge of MS Access, SharePoint, Jira, Confluence is a strong asset Understanding of Project Methodologies would be an asset Ability to deal with confidential information is essential Excellent command of English language is a must IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.
Dec 05, 2021
Full time
JP Morgan International Private Bank, Operations Projects - PMO and Business Management - Associate Our company J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Team Overview: The International Private Bank (IPB) Operations Projects team is responsible for managing and supporting the implementation of key multi-year strategic, business and regulatory driven projects impacting the EMEA and Asia regions. The team works closely with our internal partners such as Operations, Technology, Business Management, Corporate Tax, Legal, Marketing as well as external vendors The role PMO/Business Management optimizes operations project team performances by helping to drive key initiatives. We act as trusted advisors to Program Managers. The role of a business manager and PMO is dynamic and can vary, in line with the priorities of the team. Being part of the International Private Bank Operations Projects Team, the successful candidate will be working in conjunction with our internal partners including our broader Operations team, Technology and Business Management. Responsibilities: Responsibilities associated with the Operations Projects team activities: Providing assistance to the daily management of the team Coordinating and preparing a variety of reporting and presentations for senior management. Support the project management Best Practices, the project toolkit, the team learning sessions, and any working sessions for the project team. Help in the maintenance, enhancements, testing of the project management tool, updating the procedure, ensuring data quality in the tool. Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis. Organize information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Coordinate team activities, (organization charts, distribution lists), and prepare materials for town halls, newsletter etc... Help in the maintenance of the capacity management tool for the project team Support New Joiners joining our team, providing trainings of our tools. Regularly review and update the Newjoiners checklist of our Project team. Support the Ops projects BM in recruitment process, and headcount management Collect and maintain internal resources and documentation on collaboration sites such as SharePoint. The successful candidate must also demonstrate an exceptional capacity to exercise good judgment under pressure Qualifications: Excellent communication, organization and prioritization skills. Solid capacity to work with stakeholders in multiple locations towards strategic objectives. Proactive mind-set, self-motivated, tenacious and able to work with high degree of independence Ability to multi-task and work well under pressure to meet deadlines. And manage unforeseen, ad-hoc projects Strong analytical & problem solving skills Team player, shows commitment and dedication, can maintain a positive attitude and deliver results in a demanding environment; and as individual contributor as well. Comfortable working with large sets of data and numbers Strong Excel and PowerPoint are a requisite. Knowledge of MS Access, SharePoint, Jira, Confluence is a strong asset Understanding of Project Methodologies would be an asset Ability to deal with confidential information is essential Excellent command of English language is a must IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.
Main Responsibilities: Document drafting Produce standard and non-standard credit documentation and support with associated processes Documents include, among others, Credit Facility Agreements, Pledge agreements, Life Insurance Assignments, SBLCs and Guarantees. Work with standard document templates approved by the Legal department Ensure correct templates are always used in accordance with the relevant procedure for the allocated market, adhere to zero error target and meet the required SLAs for the delivery of documents Liaise with the relevant Legal team in cases of non-standard documentation requests or where non-standard language is required (e.g. covenants) Manage the credit documentation process for the allocated market and refer any issues to the team leader Identify areas for improvements to legal templates and liaise with legal partners to implement changes Support analysts with the drafting of documentation Ancillary activities Check the team mailbox for the allocated market and respond to queries promptly ensuring no items are over 24 hours Update and maintain the tracking log for the allocated market adding appropriate commentary and ensuring it always remains up-to-date Share the allocated market pipeline with LS and SBL as agreed with the team leader Update capacity metrics timeously and assist team leader with metrics review and reporting Prepare or assist with the preparation of the missing documents report and ensure it is sent before the agreed deadline. Assist with the analysis and investigation of ageing items. Participate and support team leader with key projects, often within tight deadlines, taking ownership and leading as agreed with team leader. Provide support from inception through to completion. Manage and prioritise the workflow for the day to day activities to ensure SLAs are met. Deputise for team leader as appropriate, including day-to-day management and participation in meetings Collaboration Participate at team meetings and make valuable contributions. Lead or take notes if designated chairperson/secretary and update the minutes in the shared drive. Follow up on allocated actions . Share information, best practice and ideas with the team Regularly partner with and provide support for colleagues in other locations. This includes Legal partners, CSS, Onboarding, Business Management and Projects teams Liaise with Lending Advisors, Credit Executives and internal & external legal teams on documentation requirements and validation Act as main point of contact for key stakeholders Deepen relationships with other Credit Platform Services teams and promote synergies Provide support to and coach analysts/junior associates while fostering collaboration and team spirit Controls Maintain accurate data on documents from clients in the Documentation Tracking System. Create accurate PIDs in a timely manner Responsible for tracking the status of documents and resolving exceptions Help set up and maintain robust procedures and processes; identify inefficiencies and propose solutions Monitor compliance with processes and procedures, in addition to performing quality controls in accordance with local requirements (including Risk Control Self-Assessment) Understand, ensure adherence to and compliance with, JPMorgan policies and regulatory requirements Understand credit control requirements to ensure that any control requirement is addressed and controls effected Highlight documentation exceptions through commentary to senior management Maintain a strong controls mind-set, able to challenge the status quo and identify process efficiencies Complete all mandatory training timeously Ensure timely escalation of issues to team leader/senior management following the applicable escalation procedures Adhere with Records retention policy Knowledge/skills Maintain in-depth understanding of relevant field and end-to-end process Drive automation initiatives for the team and within the wider department Identify and implement process improvements Maintain very good knowledge of credit products Participate in credit and other forums to stay abreast of new initiatives Keep informed on new policies/regulations impacting credit and discuss with manager Commit to own learning and attend training sessions organized by the wider team Essential qualifications: University graduate (preferably Law or Finance) with experience in dealing with client credit documents Relevant experience within a financial institution Fluent in Italian / Spanish Previous experience in a credit documentation team an advantage Previous experience in documentation and process automation an advantage Excellent interpersonal skills with an ability to communicate at all levels, including senior management Strong organizational skills and strong attention to detail Ability to work independently, self-motivated with ability to prioritize work and meet tight deadlines Familiarity with credit and lending products (legal knowledge is a plus) General market knowledge Knowledge of credit products in European countries is a plus Ability to suggest improvements and engineer process changes Strong Word and Excel skills Control and Risk mitigation mind-set IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.
Dec 04, 2021
Full time
Main Responsibilities: Document drafting Produce standard and non-standard credit documentation and support with associated processes Documents include, among others, Credit Facility Agreements, Pledge agreements, Life Insurance Assignments, SBLCs and Guarantees. Work with standard document templates approved by the Legal department Ensure correct templates are always used in accordance with the relevant procedure for the allocated market, adhere to zero error target and meet the required SLAs for the delivery of documents Liaise with the relevant Legal team in cases of non-standard documentation requests or where non-standard language is required (e.g. covenants) Manage the credit documentation process for the allocated market and refer any issues to the team leader Identify areas for improvements to legal templates and liaise with legal partners to implement changes Support analysts with the drafting of documentation Ancillary activities Check the team mailbox for the allocated market and respond to queries promptly ensuring no items are over 24 hours Update and maintain the tracking log for the allocated market adding appropriate commentary and ensuring it always remains up-to-date Share the allocated market pipeline with LS and SBL as agreed with the team leader Update capacity metrics timeously and assist team leader with metrics review and reporting Prepare or assist with the preparation of the missing documents report and ensure it is sent before the agreed deadline. Assist with the analysis and investigation of ageing items. Participate and support team leader with key projects, often within tight deadlines, taking ownership and leading as agreed with team leader. Provide support from inception through to completion. Manage and prioritise the workflow for the day to day activities to ensure SLAs are met. Deputise for team leader as appropriate, including day-to-day management and participation in meetings Collaboration Participate at team meetings and make valuable contributions. Lead or take notes if designated chairperson/secretary and update the minutes in the shared drive. Follow up on allocated actions . Share information, best practice and ideas with the team Regularly partner with and provide support for colleagues in other locations. This includes Legal partners, CSS, Onboarding, Business Management and Projects teams Liaise with Lending Advisors, Credit Executives and internal & external legal teams on documentation requirements and validation Act as main point of contact for key stakeholders Deepen relationships with other Credit Platform Services teams and promote synergies Provide support to and coach analysts/junior associates while fostering collaboration and team spirit Controls Maintain accurate data on documents from clients in the Documentation Tracking System. Create accurate PIDs in a timely manner Responsible for tracking the status of documents and resolving exceptions Help set up and maintain robust procedures and processes; identify inefficiencies and propose solutions Monitor compliance with processes and procedures, in addition to performing quality controls in accordance with local requirements (including Risk Control Self-Assessment) Understand, ensure adherence to and compliance with, JPMorgan policies and regulatory requirements Understand credit control requirements to ensure that any control requirement is addressed and controls effected Highlight documentation exceptions through commentary to senior management Maintain a strong controls mind-set, able to challenge the status quo and identify process efficiencies Complete all mandatory training timeously Ensure timely escalation of issues to team leader/senior management following the applicable escalation procedures Adhere with Records retention policy Knowledge/skills Maintain in-depth understanding of relevant field and end-to-end process Drive automation initiatives for the team and within the wider department Identify and implement process improvements Maintain very good knowledge of credit products Participate in credit and other forums to stay abreast of new initiatives Keep informed on new policies/regulations impacting credit and discuss with manager Commit to own learning and attend training sessions organized by the wider team Essential qualifications: University graduate (preferably Law or Finance) with experience in dealing with client credit documents Relevant experience within a financial institution Fluent in Italian / Spanish Previous experience in a credit documentation team an advantage Previous experience in documentation and process automation an advantage Excellent interpersonal skills with an ability to communicate at all levels, including senior management Strong organizational skills and strong attention to detail Ability to work independently, self-motivated with ability to prioritize work and meet tight deadlines Familiarity with credit and lending products (legal knowledge is a plus) General market knowledge Knowledge of credit products in European countries is a plus Ability to suggest improvements and engineer process changes Strong Word and Excel skills Control and Risk mitigation mind-set IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.
The global focus on Anti Money Laundering (AML) and Know Your Client (KYC) is increasing and leading to new roles and opportunities within JP Morgan. The firm is establishing within Operations a market-leading function to help manage the regulatory risks involved in Onboarding clients with special attention to meeting the regulatory AML and KYC requirements. The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world. We are offering you an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area. Key Responsibilities: The team's key responsibilities are: - Advising on documentation requirements to external and internal partners. - Review of legal, account opening and tax documentation as to whether it meets regulatory and internal policies to open or maintain an account. - Documenting clients on due diligence and related systems and updating these profiles periodically. - Taking responsibility for the end-to-end onboarding process. Team members in Edinburgh will undertake some or all of these roles depending on their role within the team. We prefer candidates with prior AML/KYC background or a relevant degree such as Law. The Client Onboarding Officer will support all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. • The Client Onboarding Officer will own the end to end Onboarding of new clients and subsequent periodic renewal process of all clients. The Client Onboarding Officer will assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation. • Analysing and understanding complex client structures and explaining them to colleagues across the business, and able to escalate appropriately any risks identified during the documentation review process. • Partnering with the client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices • Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms, reviewing clients' constitutional documentation, having consideration for relevant tax, regulatory and corporate law issues, as applicable. • Once trained, the successful candidate will be expected to deal with a wide range of jurisdictions and entity types. Full training is provided to all new joiners. • Undertake quality review of clients' KYC records • Manage and facilitate client due diligence, including coordinating the participation of JPMorgan stakeholders who have KYC responsibilities • Serve as point of contact for KYC and reporting issues for designated clients • Act as a KYC and AML subject matter resource for KYC due diligence teams • Act as a subject matter resource on the KYC/AML policies and procedures • Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues. Requirements: • Previous experience in AML or KYC advantageous, but training will be provided to the successful candidate. • Attention to detail • For the Periodic review roles, we prefer candidates with prior AML/KYC background or a relevant degree such as law. • Strong written and oral communication skills, able to influence internal and external stakeholders • Strong analytical, prioritization and organizational skills • Logical, structured approach to planning, problem solving and decision-making • Strong risk and controls awareness • Capacity to think laterally and convey an understanding of the big picture • Maintains a sense of urgency and ability to prioritize/multi-task • Strong client focus and ability to partner with various internal groups and client coverage • Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals • Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions • Ability to work under pressure and to fixed deadlines • Independent, self-motivated, with an ability to adapt and be flexible in a team environment • A strong sense of ownership and responsibility Fluency in English is required. The team reviews documentation in English, French, German, Spanish, Italian and Dutch, and we would also welcome applications from fluent speakers of any of such languages. IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Dec 03, 2021
Full time
The global focus on Anti Money Laundering (AML) and Know Your Client (KYC) is increasing and leading to new roles and opportunities within JP Morgan. The firm is establishing within Operations a market-leading function to help manage the regulatory risks involved in Onboarding clients with special attention to meeting the regulatory AML and KYC requirements. The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world. We are offering you an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area. Key Responsibilities: The team's key responsibilities are: - Advising on documentation requirements to external and internal partners. - Review of legal, account opening and tax documentation as to whether it meets regulatory and internal policies to open or maintain an account. - Documenting clients on due diligence and related systems and updating these profiles periodically. - Taking responsibility for the end-to-end onboarding process. Team members in Edinburgh will undertake some or all of these roles depending on their role within the team. We prefer candidates with prior AML/KYC background or a relevant degree such as Law. The Client Onboarding Officer will support all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. • The Client Onboarding Officer will own the end to end Onboarding of new clients and subsequent periodic renewal process of all clients. The Client Onboarding Officer will assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation. • Analysing and understanding complex client structures and explaining them to colleagues across the business, and able to escalate appropriately any risks identified during the documentation review process. • Partnering with the client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices • Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms, reviewing clients' constitutional documentation, having consideration for relevant tax, regulatory and corporate law issues, as applicable. • Once trained, the successful candidate will be expected to deal with a wide range of jurisdictions and entity types. Full training is provided to all new joiners. • Undertake quality review of clients' KYC records • Manage and facilitate client due diligence, including coordinating the participation of JPMorgan stakeholders who have KYC responsibilities • Serve as point of contact for KYC and reporting issues for designated clients • Act as a KYC and AML subject matter resource for KYC due diligence teams • Act as a subject matter resource on the KYC/AML policies and procedures • Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues. Requirements: • Previous experience in AML or KYC advantageous, but training will be provided to the successful candidate. • Attention to detail • For the Periodic review roles, we prefer candidates with prior AML/KYC background or a relevant degree such as law. • Strong written and oral communication skills, able to influence internal and external stakeholders • Strong analytical, prioritization and organizational skills • Logical, structured approach to planning, problem solving and decision-making • Strong risk and controls awareness • Capacity to think laterally and convey an understanding of the big picture • Maintains a sense of urgency and ability to prioritize/multi-task • Strong client focus and ability to partner with various internal groups and client coverage • Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals • Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions • Ability to work under pressure and to fixed deadlines • Independent, self-motivated, with an ability to adapt and be flexible in a team environment • A strong sense of ownership and responsibility Fluency in English is required. The team reviews documentation in English, French, German, Spanish, Italian and Dutch, and we would also welcome applications from fluent speakers of any of such languages. IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Organization Description J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Employer Description J.P. 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, colour, 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Job Description The team focuses on developing and implementing the strategic vision for Operations. It includes three main pillars: Business Process Re-engineering, Operations Modernization and Business Transformation. In this role, you will help us implement our strategic vision through initiatives that help Operations attain the Target Organizational Structure, support the Business Transformation and modernize the processes and tools used. This role requires specific skills to design and build automation solutions (SQL, Alteryx, MS Access, Tableau, Xceptor). In this role you are uniquely placed to build solutions for Operations or leverage our partners in Technology by designing the process and requirements for a Technology implementation. What you will do: Solve Business Problems through Process Design, Technology solutions and Operations User Automation Build tools that allow Operations to automate steps in a process or entire processes Collaborate with other Operations super users to build business analytics tools Design and understand business processes, so that automation efforts are focused on processes that are optimal. Collaborate with Technology and Project teams to leverage funded Technology projects, where there are opportunities to implement a more effective and scalable Technology solution Manage and prioritize initiatives that are requested by stakeholders, Integrate the vision will all the Operations Departments: Credit, Onboarding, Tax and Investment Operations. Solve Business Problems through Process Design, Technology solutions and Operations User Automation Skills you should have: Technical skills are a requirement in order to build solutions that will bring an immediate benefit to Operations Proven experience in business analysis and driving operational change/system development Technical skills to support existing tools when there are production issues and enhancements Strong knowledge of MS tools; Excel, PowerPoint, Project, Visio, SharePoint Understand the business process and ensure that process improvement initiatives are run in conjunction where required Identify weaknesses in our processes or tools to help steer the prioritization of Operations Transformation initiatives Experience working with diverse teams and managing different stakeholders. This role is instrumental in a new team in Operations that will help the group develop and implement its future vision for Operations and the Business. The role is a great opportunity to create the foundation to support the future Business complexity and growth. IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Dec 01, 2021
Full time
Organization Description J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Employer Description J.P. 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, colour, 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Job Description The team focuses on developing and implementing the strategic vision for Operations. It includes three main pillars: Business Process Re-engineering, Operations Modernization and Business Transformation. In this role, you will help us implement our strategic vision through initiatives that help Operations attain the Target Organizational Structure, support the Business Transformation and modernize the processes and tools used. This role requires specific skills to design and build automation solutions (SQL, Alteryx, MS Access, Tableau, Xceptor). In this role you are uniquely placed to build solutions for Operations or leverage our partners in Technology by designing the process and requirements for a Technology implementation. What you will do: Solve Business Problems through Process Design, Technology solutions and Operations User Automation Build tools that allow Operations to automate steps in a process or entire processes Collaborate with other Operations super users to build business analytics tools Design and understand business processes, so that automation efforts are focused on processes that are optimal. Collaborate with Technology and Project teams to leverage funded Technology projects, where there are opportunities to implement a more effective and scalable Technology solution Manage and prioritize initiatives that are requested by stakeholders, Integrate the vision will all the Operations Departments: Credit, Onboarding, Tax and Investment Operations. Solve Business Problems through Process Design, Technology solutions and Operations User Automation Skills you should have: Technical skills are a requirement in order to build solutions that will bring an immediate benefit to Operations Proven experience in business analysis and driving operational change/system development Technical skills to support existing tools when there are production issues and enhancements Strong knowledge of MS tools; Excel, PowerPoint, Project, Visio, SharePoint Understand the business process and ensure that process improvement initiatives are run in conjunction where required Identify weaknesses in our processes or tools to help steer the prioritization of Operations Transformation initiatives Experience working with diverse teams and managing different stakeholders. This role is instrumental in a new team in Operations that will help the group develop and implement its future vision for Operations and the Business. The role is a great opportunity to create the foundation to support the future Business complexity and growth. IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Business Unit Overview Global Technology Infrastructure (GTI) is a global organization providing technology infrastructure to the firm's lines of business (LOB), which encompasses 6,500 applications and 250,000 end users in more than 100 countries. The Finance and Business Management (F&BM) team partners with GTI Leadership and their teams to achieve its financials, strategic and control objectives - and is responsible for budgeting, forecasting, allocations, financial analytics and reporting, workforce management including location strategy planning and vendor management support. Responsibilities Reporting to the local finance manager, the incumbent's responsibilities and tasks will include but not be limited to financial analysis, budgeting, forecasting and reporting, resource management, product costing/pricing, product consumption planning and analysis. The role provides good exposure to the GTI Technology Managers, GTI Product Managers, Strategic Sourcing, Accounting, Vendor Management, and the wider Business and Financial Management teams. Specific responsibilities include:- Gather financial data from Product Managers to prepare multi-year budget and maintain a realistic outlook. Present monthly product expenses to Product Managers, including analysis of financials, consumption/demand planning and billing trends. Collect feedback and ensure that the business understands the financial impact of their roadmaps and that they are reflected correctly in the multi-year outlook. Ensure monthly activities and reporting processes are complete - including uploading outlook, supporting monthly accruals and prepaids management through interaction with accounting teams, highlighting risks and opportunities, tracking productivity, variance analysis and preparing estimated expense and headcount totals for the month and full year. Support the approval process for all spend requests, including vendor contracts and resource hiring. Highlight any impacts to budget and outlook and ensuring that expenses are accounted for correctly. Report on and monitor key metrics, drive data quality initiatives across the products. Manage total cost of ownership product calculation, product margin and effective rates through use of industry standard tool sets. Support delivery of annual product and pricing changes - including introduction/retirement of products, creation of new products and provide annual pricing guidance - analyzing the impact to customers (LOBs). Assist with managing team workflow and responsibilities on monthly activities, special projects and annual processes. Support investment portfolio prioritization reviews and approval processes. Track major investment spend and review with Product Managers. Ensure project requests align with strategy, with realistic timing and the correct accounting principles are applied. Partner with Product Managers to help drive resource and location strategies. Support Product Managers in vendor re-negotiations - including providing historic spend, forecast detail, expense type clarification and renewal timing. Ensure that business owners are aware of their responsibilities in managing vendor relationships, including interaction with sourcing, accounting and vendor management teams. A d-hoc financial queries and reporting requirements. Share best practices and experiences. Core Competencies Solid financial discipline Strong communicator Good relationship builder Logical, clear thinker Ability to deal with several priorities simultaneously and maintain a flexible approach Proactive approach to improvement & driving change Results and deadline focused Process and detail oriented Excellent spreadsheet skills Qualifications and Experience 2+ years of experience in a finance role or equivalent studying Bachelor's degree or equivalent preferred Cost modeling experience a plus A keen interest in technology
Dec 01, 2021
Full time
Business Unit Overview Global Technology Infrastructure (GTI) is a global organization providing technology infrastructure to the firm's lines of business (LOB), which encompasses 6,500 applications and 250,000 end users in more than 100 countries. The Finance and Business Management (F&BM) team partners with GTI Leadership and their teams to achieve its financials, strategic and control objectives - and is responsible for budgeting, forecasting, allocations, financial analytics and reporting, workforce management including location strategy planning and vendor management support. Responsibilities Reporting to the local finance manager, the incumbent's responsibilities and tasks will include but not be limited to financial analysis, budgeting, forecasting and reporting, resource management, product costing/pricing, product consumption planning and analysis. The role provides good exposure to the GTI Technology Managers, GTI Product Managers, Strategic Sourcing, Accounting, Vendor Management, and the wider Business and Financial Management teams. Specific responsibilities include:- Gather financial data from Product Managers to prepare multi-year budget and maintain a realistic outlook. Present monthly product expenses to Product Managers, including analysis of financials, consumption/demand planning and billing trends. Collect feedback and ensure that the business understands the financial impact of their roadmaps and that they are reflected correctly in the multi-year outlook. Ensure monthly activities and reporting processes are complete - including uploading outlook, supporting monthly accruals and prepaids management through interaction with accounting teams, highlighting risks and opportunities, tracking productivity, variance analysis and preparing estimated expense and headcount totals for the month and full year. Support the approval process for all spend requests, including vendor contracts and resource hiring. Highlight any impacts to budget and outlook and ensuring that expenses are accounted for correctly. Report on and monitor key metrics, drive data quality initiatives across the products. Manage total cost of ownership product calculation, product margin and effective rates through use of industry standard tool sets. Support delivery of annual product and pricing changes - including introduction/retirement of products, creation of new products and provide annual pricing guidance - analyzing the impact to customers (LOBs). Assist with managing team workflow and responsibilities on monthly activities, special projects and annual processes. Support investment portfolio prioritization reviews and approval processes. Track major investment spend and review with Product Managers. Ensure project requests align with strategy, with realistic timing and the correct accounting principles are applied. Partner with Product Managers to help drive resource and location strategies. Support Product Managers in vendor re-negotiations - including providing historic spend, forecast detail, expense type clarification and renewal timing. Ensure that business owners are aware of their responsibilities in managing vendor relationships, including interaction with sourcing, accounting and vendor management teams. A d-hoc financial queries and reporting requirements. Share best practices and experiences. Core Competencies Solid financial discipline Strong communicator Good relationship builder Logical, clear thinker Ability to deal with several priorities simultaneously and maintain a flexible approach Proactive approach to improvement & driving change Results and deadline focused Process and detail oriented Excellent spreadsheet skills Qualifications and Experience 2+ years of experience in a finance role or equivalent studying Bachelor's degree or equivalent preferred Cost modeling experience a plus A keen interest in technology
This is an exciting opportunity for you to join a dynamic, diverse team within the UK market of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space. What you can Expect You will be part of a three-year Private Bank analyst program whereby you will be supporting the team of Private Bankers covering UK ultra-high net worth clients. At the end of the three-year program, top performing Analysts will have the opportunity to make Associate by participating in an assessment centre. Promotional opportunities within J.P. Morgan are based on our business needs and your performance. The Analyst will support the banker team in a variety of relationship management functions, primarily assisting with acquiring new ultra-high net worth clients, servicing existing ones, explaining strategy and our product offering and managing these important relationships. You will work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers to oversee private client relationships by providing strategic advice based on each client's wealth objectives. They provide access to specialists and manage clients' investment portfolios. Bankers are also involved in prospecting and acquiring new clients. Banker Analysts will become comfortable speaking about our entire range of investment management and brokerage products, and you will learn to act as the client's trusted adviser. Responsibilities include: Assisting bankers in day to day relationship management duties and preparing account reviews Coordinating with global investment specialists, wealth advisors and lending advisors' client pitches, meeting agendas and assisting the bankers in managing client follow up Assisting in document collection and account openings Completing Due Diligence on the existing clients and key prospects Assisting bankers with the completion of regulatory requirements Comfortable speaking to and meeting with key internal stakeholders and external clients Building relationships internally and externally to develop a strong network of professionals that could assist in the client acquisition process Generating ideas and strategies driving forward new client acquisition Maintaining status updates on deal pipeline and prospects About You Candidates must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organisational, attention-to-detail, communication, leadership, teamwork and interpersonal skills. Initiative, enthusiasm and confidence to complete projects are also a must. This role would suit someone who is looking for an entry level position or has some experience in the financial markets. Additional requirements include: Excellent verbal and written communication skills. Confidence and initiative to take on responsibility and manage your own projects. But beyond that, what we're most interested in are the things that make you, you: the personal qualities, outside interests and achievements beyond academia that demonstrate the kind of person you are and the difference you could bring to the team. Skills Required: Strong communication skills - both verbal and written Excellent attention to detail, time management and organization skills Good ability to multi-task Strong interpersonal skills and team-player Strong and visible interest in the financial markets Proficiency in Word, Excel, and PowerPoint Credit background is nice to have
Dec 01, 2021
Full time
This is an exciting opportunity for you to join a dynamic, diverse team within the UK market of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space. What you can Expect You will be part of a three-year Private Bank analyst program whereby you will be supporting the team of Private Bankers covering UK ultra-high net worth clients. At the end of the three-year program, top performing Analysts will have the opportunity to make Associate by participating in an assessment centre. Promotional opportunities within J.P. Morgan are based on our business needs and your performance. The Analyst will support the banker team in a variety of relationship management functions, primarily assisting with acquiring new ultra-high net worth clients, servicing existing ones, explaining strategy and our product offering and managing these important relationships. You will work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers to oversee private client relationships by providing strategic advice based on each client's wealth objectives. They provide access to specialists and manage clients' investment portfolios. Bankers are also involved in prospecting and acquiring new clients. Banker Analysts will become comfortable speaking about our entire range of investment management and brokerage products, and you will learn to act as the client's trusted adviser. Responsibilities include: Assisting bankers in day to day relationship management duties and preparing account reviews Coordinating with global investment specialists, wealth advisors and lending advisors' client pitches, meeting agendas and assisting the bankers in managing client follow up Assisting in document collection and account openings Completing Due Diligence on the existing clients and key prospects Assisting bankers with the completion of regulatory requirements Comfortable speaking to and meeting with key internal stakeholders and external clients Building relationships internally and externally to develop a strong network of professionals that could assist in the client acquisition process Generating ideas and strategies driving forward new client acquisition Maintaining status updates on deal pipeline and prospects About You Candidates must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organisational, attention-to-detail, communication, leadership, teamwork and interpersonal skills. Initiative, enthusiasm and confidence to complete projects are also a must. This role would suit someone who is looking for an entry level position or has some experience in the financial markets. Additional requirements include: Excellent verbal and written communication skills. Confidence and initiative to take on responsibility and manage your own projects. But beyond that, what we're most interested in are the things that make you, you: the personal qualities, outside interests and achievements beyond academia that demonstrate the kind of person you are and the difference you could bring to the team. Skills Required: Strong communication skills - both verbal and written Excellent attention to detail, time management and organization skills Good ability to multi-task Strong interpersonal skills and team-player Strong and visible interest in the financial markets Proficiency in Word, Excel, and PowerPoint Credit background is nice to have
Vice President role in the Real Estate & Structured Finance Team's within Wholesale Credit Risk EMEA. The role will cover a wide range of clients in the Real Estate, Real Estate backed and Asset backed markets in EMEA. Job Summary and Responsibilities A Vice President in the Real Estate & Structured Finance Team's primary responsibilities are: Structuring, negotiating and documenting new transactions including secured and unsecured syndicated loans, bilateral loans, Real Estate backed (or Real Estate linked) and Asset Backed loans/warehouses, and complex derivatives Facilitating flow business by establishing documentation and maintaining limits for trade finance and derivatives (eg interest rate swaps, FX, Repos, commodities). Leading due diligence, credit analysis and modelling of transactions, in order to assess the credit worthiness of counterparties and make recommendations as to appropriate structure, risk appetite and risk grading. Project managing the execution, closing, and funding of transactions Ongoing credit risk portfolio management including ongoing monitoring of performance, analysis of amendment and waiver requests Ongoing credit relationship management of portfolio companies Oversees analyst and associate work on key metrics to ensure all issues have been solved or escalated in a timely manner. Provide guidance and feedback on their work, especially around how to improve efficiency Coach and train more junior members of the team to think holistically about risk Qualifications & Experience The following specific skills and experience are required to perform the role: Demonstrate strong credit skills and judgment, with an intensive 'hands on' approach to analysing the details of credit and structure Have good knowledge of transaction structures, documentation and banking products sufficient to assist with (or sometimes lead) the execution of new deals and amendments. Experience in structuring and executing loan financing in the real estate sector as well as new securitizations is an advantage. Strong interpersonal skills. Be able to establish credibility and trust with clients, product specialists and credit executives, and to partner with them effectively Strong analytical and numerical skills Strong communication skill: ability to convey thoughts clearly and succinctly and to communicate pertinent complex information in a clear and organized manner. Ability to think laterally around risk, particularly outside of credit risk Self-motivated with the ability to work independently while also being able to work effectively in a team environment. Desire and willingness to take ownership of various credit risk responsibilities. Understanding of front office processes and ability to balance necessities of credit risk management with commercial requirements. Ability to build rapport and influence change. Experience managing resources and managing deal processes. Minimum of 5 years relevant experience carrying out a similar position/function in a comparable environment Degree qualified
Dec 01, 2021
Full time
Vice President role in the Real Estate & Structured Finance Team's within Wholesale Credit Risk EMEA. The role will cover a wide range of clients in the Real Estate, Real Estate backed and Asset backed markets in EMEA. Job Summary and Responsibilities A Vice President in the Real Estate & Structured Finance Team's primary responsibilities are: Structuring, negotiating and documenting new transactions including secured and unsecured syndicated loans, bilateral loans, Real Estate backed (or Real Estate linked) and Asset Backed loans/warehouses, and complex derivatives Facilitating flow business by establishing documentation and maintaining limits for trade finance and derivatives (eg interest rate swaps, FX, Repos, commodities). Leading due diligence, credit analysis and modelling of transactions, in order to assess the credit worthiness of counterparties and make recommendations as to appropriate structure, risk appetite and risk grading. Project managing the execution, closing, and funding of transactions Ongoing credit risk portfolio management including ongoing monitoring of performance, analysis of amendment and waiver requests Ongoing credit relationship management of portfolio companies Oversees analyst and associate work on key metrics to ensure all issues have been solved or escalated in a timely manner. Provide guidance and feedback on their work, especially around how to improve efficiency Coach and train more junior members of the team to think holistically about risk Qualifications & Experience The following specific skills and experience are required to perform the role: Demonstrate strong credit skills and judgment, with an intensive 'hands on' approach to analysing the details of credit and structure Have good knowledge of transaction structures, documentation and banking products sufficient to assist with (or sometimes lead) the execution of new deals and amendments. Experience in structuring and executing loan financing in the real estate sector as well as new securitizations is an advantage. Strong interpersonal skills. Be able to establish credibility and trust with clients, product specialists and credit executives, and to partner with them effectively Strong analytical and numerical skills Strong communication skill: ability to convey thoughts clearly and succinctly and to communicate pertinent complex information in a clear and organized manner. Ability to think laterally around risk, particularly outside of credit risk Self-motivated with the ability to work independently while also being able to work effectively in a team environment. Desire and willingness to take ownership of various credit risk responsibilities. Understanding of front office processes and ability to balance necessities of credit risk management with commercial requirements. Ability to build rapport and influence change. Experience managing resources and managing deal processes. Minimum of 5 years relevant experience carrying out a similar position/function in a comparable environment Degree qualified
The ReEntry Program is a 15-week fellowship program, beginning March 21, 2022 and ending June 30, 2022, with the prospect of an offer for permanent employment with JP Morgan Chase at the end of the program. The program offers a reintroduction to corporate life for those returning to the workplace after an extended career break for two or more years. The fellowship placements will be based on both business needs and candidate skill set and interest areas within our Corporate Investment Banking, Asset Wealth Management & Commercial Banking Operations business. Please refer to our ReEntry Overview page for further information regarding the Program We are recruiting for candidates with skills / experience in the following 2 areas: Wholesale Payments- Client Service - Account Manager - (2nd European Language) - Associate AND Wholesale Payments - Implementation Manager - Associate CIB WHOLESALE PAYMENTS is a global full-service provider of cash management, liquidity, trade and escrow solutions that help resolve the working capital and efficiency challenges treasury professionals face. As a leading provider of global cash management services and the correspondent of choice for institutions worldwide, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their cross-border objectives. WHOLESALE PAYMENTS - CLIENT SERVICE ACCOUNT MANAGER - ASSOCIATE (2nd European Language required) A Client Service Account Manager (CSAM) is the 'window' into J.P Morgan Wholesale Payments and is the primary point of contact for our clients. A CSAM strives to achieve 100% client satisfaction by building deep and meaningful relationships with key contacts within a client's organisation. The CSAM is the client's champion and is empowered to identify process improvements, opportunities for growth and has full responsibility for delivering regular "Service Reviews" with clients either in person or remotely. A CSAM must develop an excellent understanding of the client's primary business, the products and services they receive from J.P. Morgan and collaborate with other J.P Morgan key stakeholders to ensure we provide a seamless client experience.. Candidates must be able to demonstrate fluent experience with a 2nd European language WHOLESALE PAYMENTS - IMPLEMENTATION MANAGER - ASSOCIATE Technical Implementations in EMEA provides regional Sales, Product, Implementation and technical support to EMEA based clients using host to host, API and Open Banking products. As a Technical Implementation Manager you will be responsible for the Project Management and Business Analysis for client Host-to-Host implementations, including PaySource for payment initiation, API and Open Banking implementations, and all forms of file-based information reporting. Host-to-Host involves working with many of the firm's largest and advanced clients on direct treasury interfaces between the two entities and also involves working with a variety of JP Morgan applications such that they all come together as one interface with the client. Technical Implementations are expected to understand the detailed needs of the project or implementation at hand and translate those needs into solutions. In addition you will be expected to compile and maintain documentation on the PaySource payment interfaces, ensuring that the implementation guides support the client on-boarding process. Responsible for the client implementation of new and incremental business for Treasury Services Corporate and Investment Bank (TS CIB) clients using JPM Host-to-Host (H2H), Global Client Access solutions (PaySource), API & Open banking, including any strategic TS migrations that are being undertaken by the business. The individual will lead the client through the technical project of setting up mixed payables files. This includes providing guidance to clients on product capabilities, gathering and documenting requirements, analysis and expertise with various file formats (GFF, X12, ISO XML), file testing coordination, explanation of test results, production migration, production verification and successful handover to Service/Production Support. Must provide accurate and timely implementation statuses and escalate issues that put the target date at risk. Partners closely with the Implementation Project Manager, Operations, and other internal partners to ensure a successful project delivery and client experience. Manages multiple deals/projects concurrently that may have competing priorities, resources, and timelines. Develops subject matter expertise and leverages gained skills and experience to share with colleagues. Must work independently with minimal supervision, as well as contribute to the larger project deal team. What We Look For: Ideal candidates for the program are creative, innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships is a crucial requirement of the program. The candidates' background and interest will determine where they will be placed within Treasury Services. Individuals with previous experience operating at VP level or higher in one or more of the businesses noted above are encouraged to apply. CIB will consider candidates who have been involved in entrepreneurial, non-for-profit, part-time or consultancy efforts while on their career break. Corporate & Investment Bank J.P. Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business in more than 100 countries. We offer strategic advice, lend money, raise capital, help manage risk, extend liquidity, buy and sell securities and provide many other banking services in markets around the world. JPMorgan Chase & Co . (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at
Dec 01, 2021
Full time
The ReEntry Program is a 15-week fellowship program, beginning March 21, 2022 and ending June 30, 2022, with the prospect of an offer for permanent employment with JP Morgan Chase at the end of the program. The program offers a reintroduction to corporate life for those returning to the workplace after an extended career break for two or more years. The fellowship placements will be based on both business needs and candidate skill set and interest areas within our Corporate Investment Banking, Asset Wealth Management & Commercial Banking Operations business. Please refer to our ReEntry Overview page for further information regarding the Program We are recruiting for candidates with skills / experience in the following 2 areas: Wholesale Payments- Client Service - Account Manager - (2nd European Language) - Associate AND Wholesale Payments - Implementation Manager - Associate CIB WHOLESALE PAYMENTS is a global full-service provider of cash management, liquidity, trade and escrow solutions that help resolve the working capital and efficiency challenges treasury professionals face. As a leading provider of global cash management services and the correspondent of choice for institutions worldwide, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their cross-border objectives. WHOLESALE PAYMENTS - CLIENT SERVICE ACCOUNT MANAGER - ASSOCIATE (2nd European Language required) A Client Service Account Manager (CSAM) is the 'window' into J.P Morgan Wholesale Payments and is the primary point of contact for our clients. A CSAM strives to achieve 100% client satisfaction by building deep and meaningful relationships with key contacts within a client's organisation. The CSAM is the client's champion and is empowered to identify process improvements, opportunities for growth and has full responsibility for delivering regular "Service Reviews" with clients either in person or remotely. A CSAM must develop an excellent understanding of the client's primary business, the products and services they receive from J.P. Morgan and collaborate with other J.P Morgan key stakeholders to ensure we provide a seamless client experience.. Candidates must be able to demonstrate fluent experience with a 2nd European language WHOLESALE PAYMENTS - IMPLEMENTATION MANAGER - ASSOCIATE Technical Implementations in EMEA provides regional Sales, Product, Implementation and technical support to EMEA based clients using host to host, API and Open Banking products. As a Technical Implementation Manager you will be responsible for the Project Management and Business Analysis for client Host-to-Host implementations, including PaySource for payment initiation, API and Open Banking implementations, and all forms of file-based information reporting. Host-to-Host involves working with many of the firm's largest and advanced clients on direct treasury interfaces between the two entities and also involves working with a variety of JP Morgan applications such that they all come together as one interface with the client. Technical Implementations are expected to understand the detailed needs of the project or implementation at hand and translate those needs into solutions. In addition you will be expected to compile and maintain documentation on the PaySource payment interfaces, ensuring that the implementation guides support the client on-boarding process. Responsible for the client implementation of new and incremental business for Treasury Services Corporate and Investment Bank (TS CIB) clients using JPM Host-to-Host (H2H), Global Client Access solutions (PaySource), API & Open banking, including any strategic TS migrations that are being undertaken by the business. The individual will lead the client through the technical project of setting up mixed payables files. This includes providing guidance to clients on product capabilities, gathering and documenting requirements, analysis and expertise with various file formats (GFF, X12, ISO XML), file testing coordination, explanation of test results, production migration, production verification and successful handover to Service/Production Support. Must provide accurate and timely implementation statuses and escalate issues that put the target date at risk. Partners closely with the Implementation Project Manager, Operations, and other internal partners to ensure a successful project delivery and client experience. Manages multiple deals/projects concurrently that may have competing priorities, resources, and timelines. Develops subject matter expertise and leverages gained skills and experience to share with colleagues. Must work independently with minimal supervision, as well as contribute to the larger project deal team. What We Look For: Ideal candidates for the program are creative, innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships is a crucial requirement of the program. The candidates' background and interest will determine where they will be placed within Treasury Services. Individuals with previous experience operating at VP level or higher in one or more of the businesses noted above are encouraged to apply. CIB will consider candidates who have been involved in entrepreneurial, non-for-profit, part-time or consultancy efforts while on their career break. Corporate & Investment Bank J.P. Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business in more than 100 countries. We offer strategic advice, lend money, raise capital, help manage risk, extend liquidity, buy and sell securities and provide many other banking services in markets around the world. JPMorgan Chase & Co . (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at
The ReEntry program offers Vice Presidents or Associate (or equivalent), who left the workforce to pursue other ventures, the support and resources needed to resume their careers. The ReEntry Program also provides you with opportunities for networking and mentorship. The ReEntry Program is a 15-week fellowship program, beginning March 21, 2022 and ending June 30, 2022, with the prospect of an offer for permanent employment with JP Morgan Chase at the end of the program. The program offers a reintroduction to corporate life for those returning to the workplace after an extended career break for two or more years. The fellowship placements will be based on both business needs and candidate skill set and interest areas within our Corporate Investment Banking, Asset Wealth Management & Commercial Banking Operations business. Please refer to our ReEntry Overview page for further information regarding the Program JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at Corporate & Investment Bank J.P. Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business in more than 100 countries. We offer strategic advice, lend money, raise capital, help manage risk, extend liquidity, buy and sell securities and provide many other banking services in markets around the world. Group Overview: WHOLESALE PAYMENTS: CIB Wholesale Paymentsis a global full-service provider of cash management, liquidity, trade and escrow solutions that help resolve the working capital and efficiency challenges treasury professionals face. As a leading provider of global cash management services and the correspondent of choice for institutions worldwide, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their cross-border objectives. MERCHANT SERVICES: Merchant Services is the global payment processing business for JPMorgan Chase & Co and the world's leading merchant acquirer with over $1+ trillion in annual transaction volume. Merchant Services is a leading provider of payment, fraud and data security for companies large and small and capable of authorizing transactions in more than 130 currencies. What We Look For: Ideal candidates for the program are creative, innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner and relevant experience for the Line of Business. The ability to relate well to external clients and internal partners and establishing strong working relationships is a crucial requirement of the program. The candidates' background and interest will determine where they will be placed within the Wholesale Payments business areas. Individuals with previous experience operating at VP or Associate level (or equivalent) in one or more of the businesses noted above are encouraged to apply. CIB will consider candidates who have been involved in entrepreneurial, non-for-profit, part-time or consultancy efforts while on their career break
Dec 01, 2021
Full time
The ReEntry program offers Vice Presidents or Associate (or equivalent), who left the workforce to pursue other ventures, the support and resources needed to resume their careers. The ReEntry Program also provides you with opportunities for networking and mentorship. The ReEntry Program is a 15-week fellowship program, beginning March 21, 2022 and ending June 30, 2022, with the prospect of an offer for permanent employment with JP Morgan Chase at the end of the program. The program offers a reintroduction to corporate life for those returning to the workplace after an extended career break for two or more years. The fellowship placements will be based on both business needs and candidate skill set and interest areas within our Corporate Investment Banking, Asset Wealth Management & Commercial Banking Operations business. Please refer to our ReEntry Overview page for further information regarding the Program JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at Corporate & Investment Bank J.P. Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business in more than 100 countries. We offer strategic advice, lend money, raise capital, help manage risk, extend liquidity, buy and sell securities and provide many other banking services in markets around the world. Group Overview: WHOLESALE PAYMENTS: CIB Wholesale Paymentsis a global full-service provider of cash management, liquidity, trade and escrow solutions that help resolve the working capital and efficiency challenges treasury professionals face. As a leading provider of global cash management services and the correspondent of choice for institutions worldwide, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their cross-border objectives. MERCHANT SERVICES: Merchant Services is the global payment processing business for JPMorgan Chase & Co and the world's leading merchant acquirer with over $1+ trillion in annual transaction volume. Merchant Services is a leading provider of payment, fraud and data security for companies large and small and capable of authorizing transactions in more than 130 currencies. What We Look For: Ideal candidates for the program are creative, innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner and relevant experience for the Line of Business. The ability to relate well to external clients and internal partners and establishing strong working relationships is a crucial requirement of the program. The candidates' background and interest will determine where they will be placed within the Wholesale Payments business areas. Individuals with previous experience operating at VP or Associate level (or equivalent) in one or more of the businesses noted above are encouraged to apply. CIB will consider candidates who have been involved in entrepreneurial, non-for-profit, part-time or consultancy efforts while on their career break
Employer Description J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Organization Description J.P. Morgan offers expertise across wealth management disciplines to help clients advance towards their goals. By consistently keeping our clients informed, focusing on risk-adjusted returns and rapidly adjusting to tactical opportunities and risks, we stand by our clients through market cycles. J.P. Morgan's wealth management and solutions are provided through the Private Bank and J.P. Morgan Securities Corporation. Investment Operations supports the Private Banking business in Asia, EMEA (Europe, Middle East and Africa) and Latin America. The department develops and manages innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to clients, 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. The Role The principal objective of the Managed Solutions Support team is to provide dedicated and centralized support to the Managed Solutions & Strategies (MSS) investment teams by: Acting as a central point of contact; liaising between the MSS group and key business partners across the organization including Core Ops, Technology, Control functions, the Products team, as well as external vendors. Providing BAU support; assisting with processing tasks across front office teams to help reduce the time spent by Portfolio Managers on non-core activities. Driving process improvement efforts; implementing efficiencies in flows/processes and enhanced controls. Acting as Subject Matter Experts; providing in depth knowledge on systems and processes, managing significant projects and initiatives with a distinct Middle Office/Operations impact. The teams' role is very broad and will change significantly in the coming years; therefore, the candidate must have the ability to identify and help drive the strategic objectives. Typical BAU tasks include: trade/system issue resolution, pre- and post-trade breach investigation, fund rule maintenance, collation of manager commentaries and query resolution, answering Portfolio Manager queries. Typical non-BAU tasks include: process reviews / analysis, process re-engineering & automation, project coordination, UAT testing, defining operating models and risk mitigation. Profile/Skills Highly motivated self-starter with a proactive approach. Strong ownership with ability to operate in a flexible, dynamic environment where creative and strategic thinking are also required in driving solution, initiatives and projects. Strong organisational skills, ability to work under pressure, ability to prioritise and adhere to strict deadlines. The ability to quickly understand complex issues and react effectively. Assumes ownership of problems and drives towards their resolution. Strong team player with good communication skills, ability to work in collaboration building strong rapport with peers and stakeholders. Strong control and risk focus, ability to analyse process and ensure suitable level of controls are in place. Ability to challenge existing processes and drive change to improve team processes to delivery efficiency and reduce risk. Strong data analysis skills with advanced knowledge of MS Excel a plus. Operations experience in a financial services role or a similar process led environment desirable. IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.
Dec 01, 2021
Full time
Employer Description J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Organization Description J.P. Morgan offers expertise across wealth management disciplines to help clients advance towards their goals. By consistently keeping our clients informed, focusing on risk-adjusted returns and rapidly adjusting to tactical opportunities and risks, we stand by our clients through market cycles. J.P. Morgan's wealth management and solutions are provided through the Private Bank and J.P. Morgan Securities Corporation. Investment Operations supports the Private Banking business in Asia, EMEA (Europe, Middle East and Africa) and Latin America. The department develops and manages innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to clients, 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. The Role The principal objective of the Managed Solutions Support team is to provide dedicated and centralized support to the Managed Solutions & Strategies (MSS) investment teams by: Acting as a central point of contact; liaising between the MSS group and key business partners across the organization including Core Ops, Technology, Control functions, the Products team, as well as external vendors. Providing BAU support; assisting with processing tasks across front office teams to help reduce the time spent by Portfolio Managers on non-core activities. Driving process improvement efforts; implementing efficiencies in flows/processes and enhanced controls. Acting as Subject Matter Experts; providing in depth knowledge on systems and processes, managing significant projects and initiatives with a distinct Middle Office/Operations impact. The teams' role is very broad and will change significantly in the coming years; therefore, the candidate must have the ability to identify and help drive the strategic objectives. Typical BAU tasks include: trade/system issue resolution, pre- and post-trade breach investigation, fund rule maintenance, collation of manager commentaries and query resolution, answering Portfolio Manager queries. Typical non-BAU tasks include: process reviews / analysis, process re-engineering & automation, project coordination, UAT testing, defining operating models and risk mitigation. Profile/Skills Highly motivated self-starter with a proactive approach. Strong ownership with ability to operate in a flexible, dynamic environment where creative and strategic thinking are also required in driving solution, initiatives and projects. Strong organisational skills, ability to work under pressure, ability to prioritise and adhere to strict deadlines. The ability to quickly understand complex issues and react effectively. Assumes ownership of problems and drives towards their resolution. Strong team player with good communication skills, ability to work in collaboration building strong rapport with peers and stakeholders. Strong control and risk focus, ability to analyse process and ensure suitable level of controls are in place. Ability to challenge existing processes and drive change to improve team processes to delivery efficiency and reduce risk. Strong data analysis skills with advanced knowledge of MS Excel a plus. Operations experience in a financial services role or a similar process led environment desirable. IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in more than 60 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset Management, Consumer & Community Banking. The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world. Operations Overview Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end - involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening and KYC, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world. The global focus on Anti Money Laundering (AML) and Know Your Client (KYC) is increasing and leading to new roles and opportunities within JP Morgan. The firm is establishing within Operations a market-leading function to help manage the regulatory risks involved in Onboarding clients with special attention to meeting the regulatory AML and KYC requirements. We are offering you an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area. Key Responsibilities: The team's key responsibilities are: Advising on documentation requirements to external and internal partners. Review of legal, account opening and tax documentation as to whether it meets regulatory and internal policies to open or maintain an account. Documenting clients on due diligence and related systems and updating these profiles periodically. Taking responsibility for the end-to-end onboarding process. Team members in Edinburgh will undertake some or all of these roles depending on their role within the team. We prefer candidates with prior AML/ KYC background or a relevant degree such as law. The Client Onboarding Officer will support all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. The Client Onboarding Officer will own the end to end Onboarding of new clients and subsequent periodic renewal process of all clients. The Client Onboarding Officer will assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation. Analysing and understanding complex client structures and explaining them to colleagues across the business, and able to escalate appropriately any risks identified during the documentation review process. Partnering with the client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms, reviewing clients' constitutional documentation, having consideration for relevant tax, regulatory and corporate law issues, as applicable. Once trained, the successful candidate will be expected to deal with a wide range of jurisdictions and entity types. Full training is provided to all new joiners. Undertake quality review of clients' KYC records Manage and facilitate client due diligence, including coordinating the participation of JPMorgan stakeholders who have KYC responsibilities Serve as point of contact for KYC and reporting issues for designated clients Act as a KYC and AML subject matter resource for KYC due diligence teams Act as a subject matter resource on the KYC/AML policies and procedures Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues For all candidates we look for : Previous experience in AML or KYC advantageous, but training will be provided to the successful candidate. Attention to detail Strong written and oral communication skills, able to influence internal and external stakeholders Strong analytical, prioritization and organizational skills Logical, structured approach to planning, problem solving and decision-making Strong risk and controls awareness Capacity to think laterally and convey an understanding of the big picture Maintains a sense of urgency and ability to prioritize/multi-task Strong client focus and ability to partner with various internal groups and client coverage Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions Ability to work under pressure and to fixed deadlines Independent, self-motivated, with an ability to adapt and be flexible in a team environment A strong sense of ownership and responsibility Fluency in English is required. The team reviews documentation in English, French, German, Spanish, Italian and Dutch, and we would welcome applications from candidates speaking these languages (B2 level or above) who meet our other criteria. JPMorgan Chase & Co. offers extensive training and development opportunities, an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer. If you would like to pursue a career with JPMorgan Chase & Co.'s Operations in Edinburgh, please apply online providing a CV in English. IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.
Dec 01, 2021
Full time
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in more than 60 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset Management, Consumer & Community Banking. The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world. Operations Overview Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end - involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening and KYC, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world. The global focus on Anti Money Laundering (AML) and Know Your Client (KYC) is increasing and leading to new roles and opportunities within JP Morgan. The firm is establishing within Operations a market-leading function to help manage the regulatory risks involved in Onboarding clients with special attention to meeting the regulatory AML and KYC requirements. We are offering you an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area. Key Responsibilities: The team's key responsibilities are: Advising on documentation requirements to external and internal partners. Review of legal, account opening and tax documentation as to whether it meets regulatory and internal policies to open or maintain an account. Documenting clients on due diligence and related systems and updating these profiles periodically. Taking responsibility for the end-to-end onboarding process. Team members in Edinburgh will undertake some or all of these roles depending on their role within the team. We prefer candidates with prior AML/ KYC background or a relevant degree such as law. The Client Onboarding Officer will support all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. The Client Onboarding Officer will own the end to end Onboarding of new clients and subsequent periodic renewal process of all clients. The Client Onboarding Officer will assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation. Analysing and understanding complex client structures and explaining them to colleagues across the business, and able to escalate appropriately any risks identified during the documentation review process. Partnering with the client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms, reviewing clients' constitutional documentation, having consideration for relevant tax, regulatory and corporate law issues, as applicable. Once trained, the successful candidate will be expected to deal with a wide range of jurisdictions and entity types. Full training is provided to all new joiners. Undertake quality review of clients' KYC records Manage and facilitate client due diligence, including coordinating the participation of JPMorgan stakeholders who have KYC responsibilities Serve as point of contact for KYC and reporting issues for designated clients Act as a KYC and AML subject matter resource for KYC due diligence teams Act as a subject matter resource on the KYC/AML policies and procedures Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues For all candidates we look for : Previous experience in AML or KYC advantageous, but training will be provided to the successful candidate. Attention to detail Strong written and oral communication skills, able to influence internal and external stakeholders Strong analytical, prioritization and organizational skills Logical, structured approach to planning, problem solving and decision-making Strong risk and controls awareness Capacity to think laterally and convey an understanding of the big picture Maintains a sense of urgency and ability to prioritize/multi-task Strong client focus and ability to partner with various internal groups and client coverage Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions Ability to work under pressure and to fixed deadlines Independent, self-motivated, with an ability to adapt and be flexible in a team environment A strong sense of ownership and responsibility Fluency in English is required. The team reviews documentation in English, French, German, Spanish, Italian and Dutch, and we would welcome applications from candidates speaking these languages (B2 level or above) who meet our other criteria. JPMorgan Chase & Co. offers extensive training and development opportunities, an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer. If you would like to pursue a career with JPMorgan Chase & Co.'s Operations in Edinburgh, please apply online providing a CV in English. IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.
As a Senior Project Manager, you'll participate in projects and provide support for various initiatives and any associated business transformation projects. You may be involved in multiple projects or initiatives, working across the whole project lifecycle, researching new projects, business process changes, configuration changes or system modifications. Through strong partnership with Business, Operations and Technology counterparts, you'll work on project deliverables. Primary areas of focus will include eliciting project or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis. As a Senior Project Manager, you'll critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. Additionally, you'll assist in the overall coordination and management of the program, including status, scorecards, and other key project management functions. Responsibilities: Coordinate with various areas of Operations, Middle Office, Finance, Technology, and Senior Management to build business requirements, procedures, and processes. This will include project plan development, resource management, requirements management (elicitation, documentation, prioritization, etc.), process mapping, process design, procedure authoring, org design, capacity sizing, etc. Conduct data analysis, data collection, and synthesis to translate into empirical solutions or evidence that can optimize project reporting Work with business partners to design, introduce, or re-engineer existing processes and business applications Conduct project planning and analysis, including creating detailed project plans, documenting business requirements, detailing issues and problems, and drafting business and technical work/data flows Facilitate or support project facilitator, create materials for presentation, and provide reporting/metrics as required Qualifications: Bachelor's degree required Extensive relevant experience in project management / business analysis experience Ideally with Tax Experience Excellent communication and presentations skills across various stakeholders and senior management Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint Excellent analytical and logical thinking to understand and analyze complex business processes Strong organizational and prioritization skills, detail-oriented, and strong interpersonal skills End-to-end project management experience, including scoping, business case development, implementation, and change management Ability to analyze and resolve project-related issues and follow through with set objectives Ability to deal with different stakeholder groups to elicit business requirements, procedures, and processes Ability to work in a fast-paced environment, be flexible, follow tight deadlines, organize, and prioritize work IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.
Dec 01, 2021
Full time
As a Senior Project Manager, you'll participate in projects and provide support for various initiatives and any associated business transformation projects. You may be involved in multiple projects or initiatives, working across the whole project lifecycle, researching new projects, business process changes, configuration changes or system modifications. Through strong partnership with Business, Operations and Technology counterparts, you'll work on project deliverables. Primary areas of focus will include eliciting project or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis. As a Senior Project Manager, you'll critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. Additionally, you'll assist in the overall coordination and management of the program, including status, scorecards, and other key project management functions. Responsibilities: Coordinate with various areas of Operations, Middle Office, Finance, Technology, and Senior Management to build business requirements, procedures, and processes. This will include project plan development, resource management, requirements management (elicitation, documentation, prioritization, etc.), process mapping, process design, procedure authoring, org design, capacity sizing, etc. Conduct data analysis, data collection, and synthesis to translate into empirical solutions or evidence that can optimize project reporting Work with business partners to design, introduce, or re-engineer existing processes and business applications Conduct project planning and analysis, including creating detailed project plans, documenting business requirements, detailing issues and problems, and drafting business and technical work/data flows Facilitate or support project facilitator, create materials for presentation, and provide reporting/metrics as required Qualifications: Bachelor's degree required Extensive relevant experience in project management / business analysis experience Ideally with Tax Experience Excellent communication and presentations skills across various stakeholders and senior management Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint Excellent analytical and logical thinking to understand and analyze complex business processes Strong organizational and prioritization skills, detail-oriented, and strong interpersonal skills End-to-end project management experience, including scoping, business case development, implementation, and change management Ability to analyze and resolve project-related issues and follow through with set objectives Ability to deal with different stakeholder groups to elicit business requirements, procedures, and processes Ability to work in a fast-paced environment, be flexible, follow tight deadlines, organize, and prioritize work IPB2021 About Us J.P. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.