J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.As an Analyst, you will be working with a highly qualified team in Anti-money Laundering regulations and KYC knowledge. The team is responsible for execute the onboarding and recertification of clients in adherence to the Firms KYC Policy. We perform public domain research and risk analysis in the system based on the Product, Booking location and other risk components. We review the materiality of Sanctions, Adverse Media screening and escalate the same using firms procedures. You will work with internal stakeholders to provide the requirements on the KYC file during such process. The team is also responsible to provide support on dashboard, change request and quality management.Job Responsibilities Conduct excellent public domain research to complete the KYC at onboarding and refresh and provide alternate documentation within the policy/regulatory guidelines. Develop regulatory knowledge across different regions such as US, UK, Luxembourg, Singapore, Hong Kong, Australia and Japan. Review the materiality of Sanctions, Political exposed Person, Adverse Media screening and escalate the same using firms procedures and work with relevant stakeholder to review the risk. Partner with different teams such as front office, Compliance and senior management to review the risk and approve KYC profile within the SLA. Work with technology to enhance productivity and efficiencies Provide support on Metrics, dashboard, change request and quality management.Required qualifications, capabilities and skills At least 3 years' experience with financial product analysis, KYC, AML, Compliance Self-motivated with a strong work ethic Willingness to work in a team-oriented, collaborative environment. Exhibit high willingness to collaborate with all levels of the organization Excellent written and verbal communication skills (including in English) Ability to prioritize a variety of responsibilities and ad-hoc requests in a moderate to fast-paced environment; ability to learn and execute new tasks quickly and in real-timePreferred qualifications, capabilities and skills Proficient in Microsoft applications such as a Microsoft Word, Excel, Outlook and PowerPoint. Advantage for candidate with tech skills such as Alteryx, Python and Tableau.About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.Salary: . Date posted: 04/08/2024 10:23 PM

Asset Management Specialist

TTEC, Andhra Pradesh, Hyderabad

When everything's connected, how we connect is everything… and we'd like to connect with you too! We are looking for you to help us deliver exceptional customer experiences as a IT Asset Management Specialist.At TTEC, we help global brands provide a great experience to their customers, build customer loyalty, and grow their business. We were founded on one guiding principle: customer experiences that are simple, inspired, and more human deliver lasting value for everyone. Your role brings that principle to life.TTEC, a 50,000 employee, global customer experience pioneer, is opening a new information technology and data science center of excellence in Hyderabad where you'll have the opportunity to get in on the ground floor of this expansion.As a technologist, we know you're in high demand. And we know it's important you find the right fit for your future. Have ideas you want to contribute? We're listening. Looking for exposure to different clients, different technologies? It's what we do. Want to make an impact on the future? We're innovating every day. Teamwork key? You'll have the opportunity to work on global projects with a knowledge-thirsty, international team. Join our inclusive IT team and you'll help create meaningful employee experiences that drive memorable customer experiences.You’ll be responsible for the life cycle management of HW and SW, training of sites in using the asset management system, processes and tools, software license tracking and site physical inventories and data reconciliation. Responsible for asset management assignment and tracking associated with the global On-boarding and off-boarding of employees within the asset management system..What you’ll bring to us:* Timely resolution of TTSD Asset Management Work orders in queue* Asset Management Site Physical Inventory which includes: Scanning of IT equipment (e.g. desktop computers, laptops, printers, servers, telecom equipment) (initial site scan within 3- 6 months of site set-up and annual physicals or as required), Inventory of Furniture & Fixtures, Training Site Facilities and IT leads on Asset Database Management Processes and Notifying management of any discrepancies in inventory reconciliation or current business practices being followed at site* Asset control management which includes: Performing reconciliation of actual physical count versus database records, issuing reports about the exceptions and initiate actions, Asset retirement management, Control of laptops and software Work with sites and other Teletech departments to ensure completion of tasks and compliance to company policies and procedures.* Software license and maintenance management which includes: Receiving software media and licenses, Maintaining software media library, License deployment in conjunction with approved TTSD work order and Conducting 3 way matching audit of all licenses utilized by the company and issue recommendation to management.* Data entry & analysis which includes: Updating and maintaining asset or inventory listing in the TTAM Asset database. Updating and maintaining settings or information for new hires/remote locations for region and Mass data upload/updates of database for assetsWhat skills you’ll need:* BS Computer Science graduate or equivalent courses* At least 1 year experience in Technology related position* With actual work experience in asset database, related tools and applications, Oracle exposure a plus* General knowledge and understanding of software licensing, preferredEmployment Requirements: TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad.

Senior Software Asset Management Specialist

TTEC, Andhra Pradesh, Hyderabad

When everything's connected, how we connect is everything… and we'd like to connect with you too! We are looking for you to help us deliver exceptional customer experiences as a Senior IT Software Asset Management Specialist.At TTEC, we help global brands provide a great experience to their customers, build customer loyalty, and grow their business. We were founded on one guiding principle: customer experiences that are simple, inspired, and more human deliver lasting value for everyone. Your role brings that principle to life.TTEC, a 50,000 employee, global customer experience pioneer, is opening a new information technology and data science center of excellence in Hyderabad where you'll have the opportunity to get in on the ground floor of this expansion.As a technologist, we know you're in high demand. And we know it's important you find the right fit for your future. Have ideas you want to contribute? We're listening. Looking for exposure to different clients, different technologies? It's what we do. Want to make an impact on the future? We're innovating every day. Teamwork key? You'll have the opportunity to work on global projects with a knowledge-thirsty, international team. Join our inclusive IT team and you'll help create meaningful employee experiences that drive memorable customer experiences.You’ll be responsible for the life cycle management of HW and SW, training of sites in using the asset management system, processes and tools, software license tracking and site physical inventories and data reconciliation. Responsible for asset management assignment and tracking associated with the global On-boarding and off-boarding of employees within the asset management system..What you’ll bring to us:* Timely resolution of TTSD Asset Management Work orders in queue* Asset Management Site Physical Inventory which includes: Scanning of IT equipment (e.g. desktop computers, laptops, printers, servers, telecom equipment) (initial site scan within 3- 6 months of site set-up and annual physicals or as required), Inventory of Furniture & Fixtures, Training Site Facilities and IT leads on Asset Database Management Processes and Notifying management of any discrepancies in inventory reconciliation or current business practices being followed at site* Asset control management which includes: Performing reconciliation of actual physical count versus database records, issuing reports about the exceptions and initiate actions, Asset retirement management, Control of laptops and software Work with sites and other Teletech departments to ensure completion of tasks and compliance to company policies and procedures.* Software license and maintenance management which includes: Receiving software media and licenses, Maintaining software media library, License deployment in conjunction with approved TTSD work order and Conducting 3 way matching audit of all licenses utilized by the company and issue recommendation to management.* Data entry & analysis which includes: Updating and maintaining asset or inventory listing in the TTAM Asset database. Updating and maintaining settings or information for new hires/remote locations for region and Mass data upload/updates of database for assetsWhat skills you’ll need:* BS Computer Science graduate or equivalent courses*2-4 years experience in Technology related position* With actual work experience in asset database, related tools and applications, Oracle exposure a plus* General knowledge and understanding of software licensing, preferredEmployment Requirements: TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad.

Asset Management - US Client Onboarding Management - Associate

JPMorgan Chase, Mumbai, Any

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.As an Associate in Client Services team, you will engage with key stakeholders across the Asset Management business to deliver tactical and strategic projects to identify and address areas of opportunity/improvement, reduce risk, enhance controls and develop reporting to improve our service to both internal and external Clients.Job Responsibilities Work as an individual contributor for various funds and client mandates to create operational readiness Engage key stakeholders, manage project work streams and all associated activities to support implementation of initiatives from initiation phase through to post implementation review. Chair regular Front Office, Operational and relevant work stream meetings documenting actions and tracking progress to completion. Understand and translate business requirements into project plans, onboarding checklists, process flows and runbooks. Provide effective communication and regular status reporting to key stakeholders. Proactively identify risk and control issues to prevent and mitigate risks. Collaborate to resolve challenges and escalate to stakeholders / the Management team as appropriate. Review the effectiveness of implementation and endeavor to identify ways to improve the way we work. Ensure the development of end-to-end operating models that are strategic and scalable where possible. Develop, review and maintain functional procedures and project management tools. Support the global team to develop best practice standards and consistency.Required qualifications, capabilities and skills Professionally qualified CA / CFA or Post Graduate finance professional, MBA with 5 years of experience in Financial Services industry or Graduate with at least 7 years of experience Asset Management or relevant Investment Banking, Wealth Management experience desired but not mandatory. A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment. Trade flow knowledge from event inception, trade execution through to operational settlement. Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. Project Management experience with the ability to manage initiatives concurrently end to end. Excellent time management skills. Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively. Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required. Ability to identify process improvements and implement appropriate changes. Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients.About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.Salary: . Date posted: 04/11/2024 10:22 PM

Asset Management - LUX Oversight Contract Specialist - Analyst

JPMorgan Chase, Mumbai, Any

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist. As an Analyst in Client Services team, you will act as a central point of contact for Client Services/Sales Support Teams globally regarding client facing legal agreements contracting with JPM Job Responsibilities Act as a central point of contact for all CS/Sales Support Teams globally (Funds & Institutional & Liquidity) regarding intermediary and institutional legal agreements Act as interface between Sales Offices, Legal and the AML Team to ensure the best client experience during the on-boarding process and the client life cycle. Coordinate internal feedback and approval process e.g., Compliance, Legal, GFCC, GFCL and Tax Own Intelligent Contract Management (Legal Agreements Database) and managing a regular Legal Agreement Review cycle Develop expertise & training delivery on Intelligent Contract Management Manage stakeholder for initiatives concerning legal documentation, i.e., C-Doc project (harmonization of documentation and clauses) and the building of a Clause Library in partnership with EMEA Legal Act as a central point of contact for Ownership for and maintenance of legal/contractual templates Required qualifications, capabilities and skills A legal graduate or graduation in finance with considerable experience in review and abstraction of contracts with asset management or financial services organizations. In addition, the candidate should have the following experience: Excellent English communication and writing skills Experience in the financial services industry preferably with experience in review and processing legal agreements with counterparties in relevant systems Strong ability to analyze information and understanding of the main aspects of contract law and contract negotiation Ability to demonstrate ownership, work independently and multi-task in a fast-paced environment. Business knowledge of the investment funds industry Communication/presentation - excellent written and verbal communication skills with an ability to influence stakeholders in a meaningful and actionable manner Preferred qualifications, capabilities and skills Strong educational credentials Legal background and exposure to banking domain / experience preferredAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.Salary: . Date posted: 04/11/2024 10:20 PM

Asset Management - Project Management - VP

JPMorgan Chase, Bengaluru, Any

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Project Management team to partner with the Business.Job Responsibilities:As a Program/Project Manager in the Asset Management space, you will be participating in a transformational, multiyear program supporting the organization's strategic direction for JPMorgan Asset Management Operations. In this role, supporting Operations PMO, you will: Coordinate cross-functional project portfolios across multiple workstreams for various products and processes Manage milestones and deliverables through the entire project lifecycle to completion Leverage strong organizational, communication and stakeholder management skills to achieve desired program results Track progress across multiple project portfolios and workstreams and provide status reporting Maintain project artifacts such as plans, schedules and RAID logs Help to coordinate cross-functional teams and ensure alignment with program goals Facilitate meetings, document decisions and follow up on action items Assist with analyzing program metrics, identifying issues and recommending improvements Serve as communication liaison between technology, workstreams, leadership and other stakeholdersRequired qualifications, skills and capabilities: 5+ years in complex program management within a financial services or operations environment Proven ability and experience in implementing large strategic initiatives with significant technology and operational components Proficient with project governance tools (JIRA, Confluence, etc.), MS Office and collaboration apps Strong organizational, analytical and problem-solving abilities Proven ability to build strong, cohesive partnerships with the business, operations, technology & other key stakeholders and work effectively in a matrix organization Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective In depth knowledge of Asset Management or Investment management products, services, market instruments and conventions Proven ability to concisely explain complex issues with excellent written and verbal communications skills and ability to present to senior management Bachelor's degree from an accredited institution required Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPointPreferred qualifications, capabilities and skills: Product knowledge of Investment management product offerings e.g., Equities, Unit Dealing, Mutual Funds, etc. Knowledge of project management methodologies (such as Agile) and tools (such as Confluence and JIRA) Experience leading large programs Ability to manage different complex stakeholder map including senior stakeholders in the Operational teams, Lines of Business, Technology, Risk, Legal and Compliance Knowledge of the financial ecosystem including trade support, asset servicing, corporate actions, and reconciliations Ability to synthesize large amounts of information and data, articulate complex issues clearly and concisely End-to-end project management experience, including scoping, business case development, implementation, results measurement and change managementAbout usJ.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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.Salary: . Date posted: 04/15/2024 10:20 PM

Asset Management - Quant Analyst EMAP Equities - Associate

JPMorgan Chase, Bengaluru, Any

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our teams are dedicated to leverage the capabilities to deliver excellency to our clients. As an Associate in You will work alongside the Global Equity Directors of Research (DoRs) and the Quant Research Analysts. You will assist identify equity market trends and investment opportunities for JPMorgan's Global Equity Investment Teams. In addition to collaborating with investment teams to assess risk and opportunities, you will collect, organize, and assess market data which could assist us add additional investment insights to our Research Process.Job ResponsibilitiesUpdate, maintain and conduct periodic analysis and evaluation of our Global Equities Earnings Estimates and other reporting requirementsContributing to the continued generation of insights from JPMC's proprietary, alternative, and traditional datasets Working closely with investment professionals and technology partners to aid in the development and delivery of end-to-end solutionsHelping to develop insights, investment signals/factors, etc. into JPMAM investment processes, and user tools/applicationsStudy and garner insights from our fundamental data; highlighting any opportunities and risksRequired qualifications, capabilities and skillsPost graduate degree in Computer Science, Statistics or other quantitative fieldsA keen interest in quant analysis, investments, and macro economicsSuccessful candidates should have at least 4 years of relevant experienceExperience in working with large data sets. Programming experience in Python and SQL is a mustIntellectual curiosity and a collaborative mindsetStrong communication skills (both verbal and written)About usJ.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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.Salary: . Date posted: 04/15/2024 10:17 PM

Asset Management - Request for Proposal - Analyst

JPMorgan Chase, Mumbai, Any

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.As a Requests for Proposal Writer in Client Services team, you will act as a key engagement point with global teams. You will be responsible for creating documents which articulate JPMAM's unique value proposition and brand commitments to clients around the world. This team coordinates with various product groups, Investment Specialists, Client Advisors etc., in the creation, review and maintenance of client documents.Job Responsibilities Write Proposal - Complete RFPs and RFIs for Institutional and Wholesale clients/prospects to support the Alternatives product with the highest accuracy in a timely manner Manage Content - Maintain a centralized database of up-to-date content, including investment strategies, performance data, compliance information and legal disclosures to facilitate efficient and accurate proposal development Manage Project - Manage multiple RFP projects simultaneously adhering to strict deadlines and co-ordinating with various internal teams to gather necessary information and ensure timely delivery of completed proposals Maintain a high level of competency when reviewing data and quickly identifying both data and format issues Communicate in a clear, concise and efficient manner with multiple teams and product groups across regions Evaluate and enhance the RFP process, including the development of standardized templates, best practices and automation tools, to streamline workflow and improve efficiency Required qualifications, capabilities and skills Post-graduate with at least 3 years of experience in a similar role in Asset Management Industry Awareness of business risk and compliance procedures Ability to simultaneously manage competing priorities, including immediate, short-term Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, with experience in content management systems and proposal automation tools PMAPS/Ovidian/ Spectrum and Saleforce.com applications also helpful Strong communication skills, both verbal and written Strong work ethic and positive attitude Preferred qualifications, capabilities and skills Understanding of the asset management business, various asset classes and investment products is mandatory CFA level 1 could be a distinct advantage Prior experience of writing or participating in the Requests for Proposal process is desirable, preferably in the asset management industry Ability to quickly gain broad knowledge of the range of assigned JP Morgan Asset Management investment products, in order to succeed in the role Financial market awareness and understanding of financial concepts about the Funds products. About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.Salary: . Date posted: 04/18/2024 10:27 PM

Asset Management - Client Onboarding KYC - Associate

JPMorgan Chase, Bengaluru, Any

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist. As an Associate in KYC team, you will be working with a highly qualified team in Anti-money Laundering regulations and KYC knowledge. The team is responsible for execute the onboarding and recertification of clients in adherence to the Firms KYC Policy. We perform public domain research and risk analysis in the system based on the Product, Booking location and other risk components. We review the materiality of Sanctions, Adverse Media screening and escalate the same using firms procedures. You will work with internal stakeholders to provide the requirements on the KYC file during such process. The team is also responsible to provide support on dashboard, change request and quality management. Job Responsibilities Possess excellent public domain research to complete the KYC at onboarding and refresh and provide alternate documentation within the policy/regulatory guidelines. Develop regulatory knowledge across different regions such as US, UK, Luxembourg, Singapore, Hong Kong, Australia and Japan. Review the materiality of Sanctions, Political exposed Person, Adverse Media screening and escalate the same using firms procedures and work with relevant stakeholder to review the risk. Partner with different teams such as front office, Compliance and senior management to review the risk and approve KYC profile within the SLA. Work with technology to enhance productivity and efficiencies Provide support on Metrics, dashboard, change request and quality management. Required qualifications, capabilities and skills At least 5 years' experience with financial product analysis, KYC, AML, Compliance Self-motivated with a strong work ethic Willingness to work in a team-oriented, collaborative environment. Exhibit high willingness to collaborate with all levels of the organization Excellent written and verbal communication skills (including in English) Ability to prioritize a variety of responsibilities and ad-hoc requests in a moderate to fast-paced environment; ability to learn and execute new tasks quickly and in real-time Preferred qualifications, capabilities and skills Proficient in Microsoft applications such as a Microsoft Word, Excel, Outlook and PowerPoint. Advantage for candidate with tech skills such as Alteryx, Python and Tableau. Same Posting Description for Internal and External CandidateAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.Salary: . Date posted: 04/19/2024 10:25 PM

Asset Management: Client Data Science - Associate

JPMorgan Chase, Mumbai, Any

J.P. Morgan Asset Management (JPMAM) is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Marketer, Client Account Manager, Portfolio Manager and Investment Specialist.As the Data science professional in our Business Intelligence and Advanced Analytics team you will spend each day defining, refining and delivering set goals for our firmJob responsibilities Partnering with business stakeholders to identify opportunities for leveraging advanced analytics. Leverage the power of AI/ML to solve complex business problems Embed analytics process in organizational decision making: descriptive, diagnostic and predictive and prescriptive analytics to derive better business outcomes Building analytical frameworks for marketing measurement - A/B testing, campaign ROI(return on investment) , cost of acquisition modeling, lifetime value, etc. In-depth data exploration and data mining to develop a deep understanding of client behavior, segmentation and engagement models, market opportunity sizing and wallet share evaluations, build recommendation engines and personalization frameworks, build predictive call to action solutions, measurement analytics Contributing to and enhancing data models and feature stores. Leveraging machine learning models and techniques to target opportunities and optimize processes Developing tools and solutions to measure model performance over time and fostering a data-driven, innovative culture Acting as a proxy product-owner and consultant to provide optimal data solutions for various business problem statements / pain-points and goalsRequired qualifications, capabilities, and skills MBA or advanced degree in Statistics, Math, Engineering or other quantitative-focused field preferred Experience in an analytics role, financial services/marketing preferred Experience using computer languages (Python, Pyspark, Google Analytics, etc.) to manipulate and analyze large datasets. Story-telling acumen using Tableau, power-point etc. tools Sound knowledge of SQL to collate data from various sources Experience using machine learning libraries in Python (Numpy, Pandas, Sci-kit learn, tensorflow, etc.) Knowledge of variety of machine learning algorithms (linear regression, logistic regression, SVMs, Tree-based models, neural networks, etc.) and techniques (cross validation, feature selection approaches, hyper parameter optimization, missing data imputation etc.) Strong problem-solving skills and excellent communicator (written and verbal) with strong interpersonal skillsPreferred qualifications, capabilities, and skills Understanding of Asset Management Business. A passion for technology, financial services and Asset / Wealth management A balanced approach combining judgment, analytical rigor, curiosity, open-mindedness and creativity. Excellent communication skills with a knack of converting data into stories Ability to multi-task and understand priorities/workflows. Self-motivated, team player with strong work ethic Ability to build relationships across global teamsAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.Salary: . Date posted: 04/22/2024 10:24 PM